Federal Estate & Gift Tax Controversy: Audits, Appeals, and Litigation & Hot Topics Affecting Estates and High-Net Worth Individuals — Richard Gano, Esq.

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.