On February 25, 2021, Megan L. Brackney presents a panel entitled “2020 Planning Rush is Over – Now What? Gift Tax Returns, Preparing for Audit, and Ensuring the Plan Survives” for STEP New York.
Most practitioners sprinted to the end of 2020, as many clients sought to make year-end gifts before December 31. Now that the dust has settled and we are in a new year – what should practitioners be thinking about now?
Gift tax returns – best practices, technical considerations, ensuring proper filing.
Preparing for IRS audit, should that come up – hear from a tax controversy expert on what to be thinking about now, in case 2020 planning is challenged (1 NY CLE credit).
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