Successfully Defending Valuations During Estate & Gift Tax Exams

Date
Oct 08, 2014 - 10:00 a.m.

Learning Objectives

Upon completion of this webinar, participants will be able to: 

  • Identify tactics to address IRS exam risk
  • Discuss potentially vulnerable valuation issues 
  • Prepare key items to include in an audit response
  • Evaluate strategies for negotiating valuation discounts and other valuation issues under challenge
Kate & Ben — How can we help you?

How can we help you?