What You Need to Know About Audits of Federal Estate Tax Returns

Webinar

What You Need to Know About Audits of Federal Estate Tax Returns

Start 03/15/2024 - 1:15 PM
End 03/15/2024 - 2:15 PM

COURSE DETAILS

Please note: Your Zoom webinar link will be labeled “March 2024 Bridge the Gap.” This is the correct link. You are only required to join this session at its scheduled time. 

 

Hear from the Supervisory Attorney and Program Manager of the Estate and Gift Tax Policy Division of the IRS as she provides updates to estate and gift tax matters. She will discuss what happens once an estate tax return is filed (Form 706) and what triggers the possibility of an audit. She will also provide an overview of the gift tax return (Form 709) filing process.

There will also be ample time to ask questions throughout the program — so don’t miss this opportunity to ask the expert!

 

FACULTY

Lisa M. Piehl, Internal Revenue Service (IRS), Woodland Hills, Supervisory Attorney/Program Manager for Estate and Gift Tax Policy.

 

CLE CREDITS

1 NY Credit; 1 Skills, Transitional and Non-transitional; 1 NJ Credit: 1 General

 

GENERAL INFORMATION

To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.

For technical and account-related issues, please get in touch with us at dradjabov@nycla.org

Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email cle@nycla.org.

Course Materials: We will email the link to download course materials 30 minutes before the program starts.

CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.

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