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Beth Kaufman Analyzes Gift Tax and Audits at NCBA Annual Estate Planning & Fiduciary Law Program

July 23, 2021, 10:35 AM
Speaker:Beth Shapiro Kaufman
Program:From Gift-Splitting to Hair-Splitting: Improving Your Odds in the Audit Lottery
Event Sponsor:North Carolina Bar Association, 42nd Annual Estate Planning & Fiduciary Law Program

Meticulous preparation of the gift tax return can reduce the odds of being selected for audit. Learn how to properly report annual exclusion gifts, charitable gifts and gifts to 529 accounts. Then walk through how to make flawless elections for gift-splitting, qualified terminable interest property trusts (QTIPs) and generation-skipping tax (GST) issues. This practical session gives insight on the use of adequate disclosure to obtain certainty in valuation cases as well as “non-gifts” and offers tips to avoid traps in the preparation of gift tax returns.

Registration:Click Here To Register

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