Norfolk & Plymouth Estate and Business Planning Council
Current Issues in Estate and Gift Tax Audits and Litigation
Speaker: John W. Porter, B.B.A., JD, AEP® (Distinguished)
This presentation will address a number of current audit and litigation issues from the perspective of a seasoned litigator who deals with the IRS on a daily basis. The discussion will include issues related to the transfer of hard to value assets (including the section 2704 Proposed Regulations), formula clauses, GRATs, BDITs, tax return preparation issues, privilege issues, and the avoidance of penalties.
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Norfolk & Plymouth Business and Estate Planning Council
The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization