September 26th, 2017

How to Work with the IRS

Estate Planning Council of Northern Virginia
Maggio's Little Italy
Tyson's Corners, Virginia

This presentation will focus on estate and gift tax returns.  Mike will introduce the structure of the IRS as it relates to these types of returns. Following that introduction insights will provided on what to do before the return is filed, steps to take given the IRS classification processes, steps to take on audit, and what to do if the case is unagreed and proceeds to Appeals or litigation.  This should be helpful to practitioners, clients and those interested in knowing how to navigate these processes on behalf of their clients