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 teleconference 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 teleconference 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 teleconference should be a top priority for those professionals who prepare estate and gift tax returns or advise clients in these matters.

Faculty: Marla M. Castner; CPA; Moss Adams LLP

Verification and Attendance is the responsibility of Lorman Education For credit questions, please contact Lorman at 866-352-9540

On Demand CLE Hours: AL 1.5; AZ 1.5; CA 1.5; CO 2; FL 2; GA 1.5; ID 1.5; IL 1.5; LA 1.5; MO 1.8; MS 1.5; MT 1.5; NC 1.5; NH 1.5; OK 1; PA 1.5; SC 1.5; TN 1.5; UT 1.5; VT 1.5; WA 1.5; WI 1.5; WV 1.8; WY 1.5

Self-Study CLE Hours: CA 1.5; CO 2; FL 2; GA 1.5; MO 1.8; UT 1.5; WA 1.5

On demand orders placed on a weekend or holiday will be fulfilled on the next business day.