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

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Content provided by bostonbarassociation. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by bostonbarassociation or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

426 episoade

Artwork
iconDistribuie
 
Manage episode 418820007 series 2955001
Content provided by bostonbarassociation. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by bostonbarassociation or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

426 episoade

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