Free Noon Seminar: Designing and Implementing Estate Planning Structures with the IRS in Mind-- CLE Available

Date: Thursday, December 14, 2023
Time: 12:00pm - 1:00pm
Location: 2019 Grant St, Bettendorf, IA 52722
Speaker: Alan S. Gassman, JD, LL.M.

** In person at the Accentra Credit Union in Bettendorf**

About the Program

Estate Planners must be aware of opportunities and risks involved in designing and implementing estate and estate tax plans. Risks include scrutiny by the IRSAudit representation cost, and possible taxes, interest, and penalties that can be imposed when there is a disagreement over tax reporting or treatment of a particular strategy or entity or situation.

This intermediate presentation will review primary planning strategies, entities, and arrangements with a view towards how the IRS may treat various situations from an audit and tax interest and penalty stand point. The viewer will receive practical and technical guidance along with explanations of strategies and communications that can be important with respect to this subject matter.

See Upcoming Event Calendar