Thursday, November 14, 2024
11:25 AM
to
12:25 PM
Back to Event
Tax/Corporate Track
Presented by the Estates and Probate, Tax, and Business Law Sections
About the Program
The IRS continues to expand its focus on high wealth individuals, conducting more robust examinations of gift and estate tax filings. Join Spencer Paul and Rick Springer as they dissect the latest trends in estate and gift tax controversy, including leading practices for appraisals, examinations, and expectations around estate closing letters and other service center matters.
You Will Learn
• How to describe the state of the IRS today
• How to identify common valuation report missteps to avoid and associated questions you should ask your appraiser
• How to identify common IRS examination approaches and issues in the estate and gift tax area
Who Should Attend
Anybody interested in gift and estate tax.
Credit
CT: 1.0 CLE Credit (General)
NY: 1.0 CLE Credit (AOP)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.