All estate tax returns filed with the federal and state tax authorities, and most inheritance and gift tax returns, will be reviewed and classified for audit potential. This webinar, offered by a leading practitioner in pre- and post-filing tax controversies, will discuss: (1) strategies to protect the executor from personal liability; (2) the estate and gift tax audit and assessment processes generally; (3) how to prepare and file estate and gift tax returns so as to minimize the risk of audit; (4) resolving estate and gift tax issues administratively with the IRS Office of Appeals; (5) using the Offshore Voluntary Disclosure Programs, the Streamlined Filing Compliance Procedures, and qualified amended returns to resolve unreported foreign assets; (6) dealing with residency audits; and (7) areas of interest being audited by the federal and state tax authorities. This webinar is a must-attend for practitioners who represent estates and trusts, as well as those who file estate, gift, and inheritance tax returns on behalf of their clients.
Identify best practices for filing an estate tax return and managing an estate tax audit.
Lawrence (“Larry”) Sannicandro is an associate in the Tax, Employee Benefits & Private Clients Practice Group who concentrates his practice on tax controversy and tax planning matters. He represents businesses, estates, trusts, and individuals at all stages of tax controversies, including in audits, before the IRS Office of Appeals, and in litigation before the United States Tax Court, the U.S. Court of Federal Claims, the U.S. District Courts, and the U.S. Courts of Appeals. He also advises clients on all facets of business and tax planning, including the formation, operation, transfer, and termination of business entities.
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222