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INTRODUCTION TO INTUIT PROCONNECT PROSERIES: TAX SOFTWARE DEMONSTRATION
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INTRODUCTION TO INTUIT PROCONNECT LACERTE: TAX SOFTWARE DEMONSTRATION
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FEDERAL INCOME TAX CHANGES - 2017
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ESTATE TAX PLANNING
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10 NEW PRODUCTIVITY FEATURES IN PROCONNECT TAX ONLINE
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2018 ANNUAL TAX SEASON UPDATE
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AUDITING THE ERO
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CANCELLATION OF DEBT
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REASONABLE COMPENSATION FOR SHAREHOLDER-EMPLOYEES OF S-CORPS
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TAX LAW CHANGES: WHAT YOU NEED TO KNOW
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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EXPATRIATE TAXATION - A DEEPER DIVE
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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2018 TAX UPDATE: SO MUCH MORE NEW THAN MEETS THE EYE - WHAT LURKS BENEATH?
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CONSTRUCTION INDUSTRY TAX ISSUES
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TAXATION AND MAJOR IMMIGRATION ISSUES OF RESIDENT AND NONRESIDENT ALIENS
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CHURCHES AND MINISTRIES: UNDERSTANDING TAX ISSUES & IRS ENFORCEMENT GUIDELINES
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SELF-EMPLOYMENT TAX REDUCTION STRATEGIES
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A LOOK AT THE IRS DURING DIFFICULT TIMES
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PREPARING THE CHALLENGING FORM 990
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AVOIDING TAX PRACTICE MISTAKES - PART II - APPEALS, TECHNICAL ASSISTANCE, P & I
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APPEALS, PENALTIES, AND INTEREST ABATEMENT
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IRS SECTION 1031 - UNDERSTANDING LIKE KIND EXCHANGES
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AVOIDING TAX PRACTICE MISTAKES - PART 1 - COLLECTION & EXAMINATION
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EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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HOW THE IRS DETERMINES UNREPORTED INCOME
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CANCELLATION OF DEBT INCOME
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IRS EXAMINATION SELECTION PROCESS
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MASTERING THE ART OF TAX PLANNING
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PAYROLL TAX TRAIN WRECK: RESOLVING YOUR CLIENT'S PAYROLL TAX NIGHTMARE!
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PREPARING IRS LETTER RULINGS
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UBI, UBTI, AND UBIT - UNDERSTANDING THE UNRELATED BUSINESS INCOME TAX
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TAX PREPARERS' PRAYERS ANSWERED: TAX ISSUES FOR THE CLERGY
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THE 2017 JOBS ACTS AND TAX CUTS - NEW TAX LAW UPDATE
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EARNED INCOME TAX CREDIT
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EDUCATION TAX BENEFITS
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FEDERAL INCOME TAX CHANGES - 2018
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HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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REDUCE EMPLOYMENT TAX EXPOSURE AND AVOID PENALTIES AND DISASTERS
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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2019 TAX FILING SEASON UPDATE
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DEATH AND TAXES: ESTATE PLANNING FUNDAMENTALS FOR ACCOUNTANTS
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TAX REFORM: STRATEGIES FOR YOUR INDIVIDUAL AND SMALL BUSINESS CLIENTS
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TAXATION OF IRAs AT DEATH
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TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
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TAX REFORM: OVERVIEW
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Agostino auditsestate ss

EVERYTHING YOU NEED TO KNOW ABOUT AUDITS OF ESTATE AND GIFT TAX RETURNS

CPE Processing Fee$10.00  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaTaxes  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateMay 02, 2017  Date OfferedMay 02, 2017  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Series: Taxes    
Course Description

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.

Learning Objectives

  • Identify best practices for filing an estate tax return and managing an estate tax audit.

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Handout Materials
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Additional Materials
Course Outline & Glossary
Review Questions
Review Questions
QUESTION 1: 7:00 minutes
QUESTION 2: 35:00 minutes
QUESTION 3: 46:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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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.

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CPAacademy.org (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.

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About Our Presenter

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McCarter & English, LLP is a firm of approximately 400 lawyers with offices in Boston, Hartford, Stamford, New York, Newark, East Brunswick, Philadelphia, Wilmington and Washington, DC. In continuous business for more than 170 years, we are among the oldest and largest law firms in America.