October 3rd, 2018

How to Work with the IRS

A brief background on the IRS organization as it relates to Estate and Gift tax issues is presented to provide the participant with insight into the various silos and different cultures associated with business appraisal issues.    The process of both the national and local classification process in Estate and Gift tax is presented and issues related to an examination are explored to provide insight of what to do to avoid an audit and what to do if audited using neuroscience. The insights from neuroscience may be applicable to resolving any conflict and negotiating winning solutions.

924 E Wells St, Milwaukee, WI 53202
University Club of Milwaukee
Milwaukee Estate Planning Council
Milwaukee Estate Planning Forum, Inc.