CLE on Gift Tax Returns

The American Bar Association Section of Real Property, Trust and Estate Law is holding a CLE entitled, Gift Tax Returns: A 30,000-Foot Overview, on February 17^th from 1:00-2:30 PM ET via webinar.  Here is why you should attend:

With gift tax return filing season in full swing, it is important to consider what happens after the ink dries on the gift tax return.

This program provides an overview of important issues to consider when making and reporting taxable gifts of hard-to-value assets, and how to handle an audit of a gift tax return.

Topics our panelists will cover include:

• Planning for an eventual audit at the gift-giving stage (including IRS challenges to gifts of interests in closely-held entities);
• Reporting complicated transactions on gift tax returns (including working with appraisers and complying with adequate disclosure rules); and
• Defending the gift tax return when the audit letter arrives (including classifying issues, privilege, discovery, settlement, and litigation).