Presented by National Association of Estate Planners & Councils

The full title! Designing and Implementing Estate Planning Structures with the IRS in mind: Audit Triggers and Considerations Associated Therewith.

This Webinar is viewed IN-PERSON at Berkshire Bank, 25 Main Street, Lenox, Massachusetts.

Wednesday, October 11, 2023, 3:00pm - 4:00pm ET

Speaker: Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)

Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith

Estate Planners must be aware of opportunities and risks involved in designing and implementing estate and estate tax plans. Risks include scrutiny by the IRS, Audit representation cost, and possible taxes, interest, and penalties that can be imposed when there is a disagreement over tax reporting or treatment of a particular strategy or entity or situation.

This intermediate presentation will review primary planning strategies, entities, and arrangements with a view towards how the IRS may treat various situations from an audit and tax interest and penalty stand point. The viewer will receive practical and technical guidance along with explanations of strategies and communications that can be important with respect to this subject matter.

RSVP to Tanya Haas (button below). Free for Members! Non-members: $20. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!