ALI CLE: Defending Estate and Gift Tax Audits Webinar

Kevin Spencer and Joseph Viviano presented at the American Law Institute Continuing Legal Education (ALI CLE): Defending Estate and Gift Tax Audits Webinar on November 26, 2024. The program covered audit basics and shared insightful defense strategies. The webinar covered the following topics:

• The current state of IRS tax enforcement
• The latest estate and gift tax audit trends and statistics
• Best practices for reducing the risk of losing the audit lottery
• Strategies for responding to and defending estate and gift tax audits
• Procedures and options for resolving tax deficiencies
• The gift tax exemption sunset: Gifting before the sunset and the gifts most susceptible to IRS scrutiny