How to Work with the IRS - Strategies for Professionals that deal with Estate and Gift Tax Issues

Thursday, October 16, 2014

In Michael Gregory’s commentary on How to Work with IRS 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 council to allow you to take appropriate actions at each step along the way.  With a focus on working with specialists and issue resolution, practical pointers are presented that will help you with your practice and for those that are curious on how the process works.

Estate Planning Council of Eastern New York
Albany, New York