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Audio & Reference Manual

Estate and Gift Tax Audits

Find out how to be prepared for the estate and gift tax audit and get practical advice for responding to the IRS.

The first question the executor asks when the estate tax return is selected for audit is why this return? What was it about the return that caused it to be selected for IRS examination? This topic answers that question and many more related to the subject of estate and gift tax return audits. Learn about the characteristics that trigger audits and why some estate and gift tax returns are more likely to be the focus of an Internal Revenue Service examination. There will also be a discussion of how you can expect the IRS to approach and conduct the audit. The final section of the topic will be devoted to how you should handle the defense of the return that is selected for audit. This will include some examples of actual audit case results and a discussion of the appropriate actions to be taken by the one responsible for the defense. This information should be a top priority for those professionals who prepare estate and gift tax returns or advise clients in these matters.

Runtime: 88 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Reasons Estate and Gift Tax Returns Are Selected for Audit

  • What Are the Chances of an IRS Audit?
  • Prime Candidates for Audit
  • Other Characteristics That May Result in an Audit

The Internal Revenue Service Approach to Examination of Estate and Gift Tax Returns

  • Who Are the Examiners?
  • The Internal Revenue Manual on Estate and Gift Tax Examinations
  • General Procedures Followed by Examiners

Audit Defense for Estate and Gift Tax Returns

  • Plan to Avoid an Audit
  • Handling the Estate and Gift Tax Return Audit
  • Discussion of Actual Audit Case Results

Questions and Answers

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Marla M. Castner, CPA

Moss Adams LLP

  • Senior tax manager at Moss Adams LLP
  • 30 years of experience in public accounting providing consultative tax services that reflect the understanding of clients’ industry and business strategy
  • Assists clients in resolving tax-related issues and helps them achieve their business objectives
  • Accounting degree, Oklahoma Christian University
  • Can be contacted at 505-878-7270 or [email protected]
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Product ID: 397084
Published 2016
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