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Avoiding IRS Pitfalls in Estate and Gift Tax Appraisals and Disclosures

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A focused, one-hour session for estate planners, tax attorneys, and wealth advisors to understand IRS standards for qualified appraisals and adequate disclosures. As IRS scrutiny grows, compliance is more crucial than ever.

What You’ll Learn

Gain actionable strategies to:

  • Minimize audit risks through best practices.
  • Navigate IRS requirements for appraisals and disclosures.

Key Topics

  • Qualified Appraisals: The 11 essential elements required to meet IRS standards.
  • Noncompliance Risks: How poor timing, unqualified appraisals, and inadequate disclosures lead to disallowed deductions, audits, and penalties.
  • Critical Disclosure: The role of proper disclosure in securing the statute of limitations on estate and gift tax returns.
  • Case Studies: Insights from recent court rulings and their implications for tax planning.