Tuesday, July 22 | 10:30 a.m. - 12:10 p.m. | Concurrent Session
Real-World Estate and Gift Tax Challenges
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Theory is one thing. Real-world application is another. This highly interactive session takes estate and gift tax planning out of the textbook and puts it into practice through a case-based approach designed to engage and challenge. Exploring multi-million-dollar estate dilemmas, IRS audit risks and trust taxation puzzles that will test and sharpen your decision-making skills.
Led by an experienced tax professional, this session features in-depth analysis of actual estate tax returns, business succession plans and complex gifting scenarios. You’ll work alongside fellow attendees to decode tax complexities, weigh competing approaches and refine your real-world advisory capabilities in a high-stakes estate planning environment.
Objectives
Upon completion of this session, you will be able to:
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Dissect real-world complex estate and gift tax cases, identifying best practices and tax-saving opportunities
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Recognize IRS audit red flags in estate and gift tax returns and develop strategies for compliance and risk mitigation
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Collaborate on interactive problem-solving exercises, applying advanced estate tax strategies to challenging client scenarios
CPE information
Duration: 100 minutes
Course level: Advance
Prerequisite: Familiar with gift and estate tax concepts
Advanced preparation: None
Delivery method: Group Live
