A View from the Front Lines – Current Issues in Estate and Gift Tax Audits and Litigation

Join tax litigator Keri Brown for a journey through the IRS’s current (and common) challenges to gift and estate tax audits. This presentation addresses valuation, formula transfers, installment sales, GRATs, penalties, Section 2036, split-dollar life insurance, and more – including how to best help your clients help themselves. 

 

Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org