Avoiding Gift and Estate Audit Triggers: Anticipating Audit Issues, IDRs, and Appeals
Recording of a 110-minute CPE webinar with Q&A
This course will guide advisers filing gift and estate returns in understanding how best to prepare for and handle IRS audits of Forms 706 and 709. Our expert will address issues to expect, when appraisals are necessary, dealing with unreported gifts, and the current state of the IRS initiative in this area.
Outline
- Issues to expect
- Avoiding audit triggers
- Protecting the burden of proof
- Extending the statute
- The appeals process
- The current state of the IRS initiative
Benefits
The panelist will review these and other key issues:
- How to lessen the chances of being selected for a gift or estate return audit
- Selection of appraisers and communication for the most effective valuation reports
- Complying with the all-important adequate disclosure requirements with gift tax returns
- What steps can be implemented internally to prepare for 706 and 709 audits
- When to permit the extension of the statute of limitations with gift tax audits
- Hot issues that trigger estate and gift tax audits
- How to best communicate with the IRS
Faculty

Keith Schiller, Esq., MBA
Principal
Schiller Law Group
Mr. Schiller's practice predominantly focuses on estate planning (including business formation and succession... | Read More
Mr. Schiller's practice predominantly focuses on estate planning (including business formation and succession planning), trust and estate administration, and compliance with complex issues. He advises clients on an extensive range of issues including reviewing estate and gift tax returns, consulting or representing clients on audits, appeals, and tax court matters. He lectures on estate planning to professionals, teaching to over 1,700 professionals annually. He authored Estate Planning At The Movies® – Art of the Estate Tax Return, a comprehensive textbook now in its Second Edition, published by Bloomberg BNA. He authored more than 12 course texts and more than three dozen published articles. He has taught the full-day course GST Tax from A-Z for the California CPA Education Foundation since 1994.
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