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 session takes estate and gift tax planning out of the textbook and puts it into practice with an interactive, case-based approach. You’ll tackle multi-million-dollar estate dilemmas, IRS audit risks and trust taxation puzzles to sharpen your expertise and decision-making skills. Through expert-led analysis of actual estate tax returns, business succession plans and complex gifting scenarios, you’ll gain practical insights to elevate your advisory capabilities. Get ready to decode tax complexities, debate strategies and refine your approach to high-stakes estate planning.
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
