Attorney Richard Gano will lead a presentation focused on the procedural aspects of federal estate and gift tax controversy matters, including the audit stage, appeals, and litigation. This presentation will also dive deeper into how the IRS views some of the tax-planning strategies being marketed to high net-worth individuals, such as conservation easements, deferred sales trusts, and aggressive approaches to valuation for estate and gift tax purposes.
Come join your friends and fellow ECF members, and their spouses and partners, for an enjoyable couple of hours. Lunch and cocktails will be served outside, at the back bar, at The Cloverfield.
We look forward to seeing you there.
Please RSVP by Wednesday, July 22nd.
(Note that presentation materials are only available to current members while logged in)
Thuursday, September 21, 2023
Presented by Abby Feinman
Gift Tax Return and GST Tax Return Prep 2023.pdf
For Additional Information, Please Contact:
David A. Wimmer, Esq. - President
Mailing Address
Estate Counselors Forum
2355 Westwood Blvd. #630
Los Angeles, California 90064 USA
Estate Counselors Forum, A Nonprofit Public Benefit Corporation exempt under IRC §501(c)(3).
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