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Self-Study CPE
§1031 EXCHANGE SOLUTIONS & INVESTING IN PRIVATE PLACEMENTS
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CHURCHES AND MINISTRIES: UNDERSTANDING TAX ISSUES & IRS ENFORCEMENT GUIDELINES
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FEDERAL TAX UPDATE: TOP DEVELOPMENTS OF 2015-2016
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APPEALS, PENALTIES, AND INTEREST ABATEMENT
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AVOID TAX PRACTICE MISTAKES - APPEALS, TECHNICAL ASSISTANCE, P & L - PART II
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CONSTRUCTION INDUSTRY TAX ISSUES
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CANCELLATION OF DEBT INCOME
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IRS EXAMINATION SELECTION PROCESS
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PREPARING IRS LETTER RULINGS
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AVOIDING TAX PRACTICE MISTAKES - PART 1 - COLLECTION & EXAMINATION
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Agostino auditsestate

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

Cost Free   CPE Credits 1.0 hour   Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Other 
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.

Testimonials

"Concise and informative!"

"Excellent presenter and presentation."

"Great presentation on a very complex subject. The presenter was knowledgeable and extremely helpful with the information presented."

"Great webinar. Larry communicated an often very complex situation for many fiduciaries in manageable terms."

"This was an excellent program, and the presenter was outstanding!"

"Material and presenter were exceptional!"

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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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Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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NASBA Approved

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. 1857. W 34th Ave, Denver, CO 80211

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.