How to Work with the IRS: Strategies for Estate and Gift Tax Purposes

Thursday, November 14, 2013

In Michael Gregory’s commentary on How to Work with IRS: Strategies for Estate and Gift Tax Attorneys (June 2012), the topics of estate and gift at the IRS (including classification) are explored.  Mike presents steps you can take from the initial filing of the return to avoid an audit, examination tips if audited, appeals recommendations on unagreed cases, and litigation tips when working with specialists to allow you to take appropriate actions at each step along the way.  With his more recent book, Business Appraisals and the IRS (May 2013,) Mike offers insights into the key estate and gift tax technical business valuation issues.  With a focus on issue resolution, practical pointers are presented that are of interest to estate and gift tax attorneys, trust officers, CPA’s and financial planners.

Estate Planning Council of Central Florida
Orlando, Florida