Webinar: Estate Planning Structures with the IRS in Mind

Date: Wednesday, November 29, 2023
Time: 8:00am - 9:30am
Location: Plante Moran, 634 Front Avenue, Suite 300
Speaker: Alan Gassman

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Designing & Implementing Estate Planning Structures with the IRS In Mind:

Audit Triggers and Considerations Associated Therewith 

Join your fellow WMEPC members and friends for an in-person networking and group webinar opportunity! We will be sharing this NAEPC educational experience presented by Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished).

Estate Planners must be aware of opportunities and risks involved in designing and implementing estate and estate tax plans. Risks include scrutiny by the IRS, Audit representation cost, and possible taxes, interest, and penalties that can be imposed when there is a disagreement over tax reporting or treatment of a particular strategy or entity or situation.

This intermediate presentation will review primary planning strategies, entities, and arrangements with a view towards how the IRS may treat various situations from an audit and tax interest and penalty stand point. The viewer will receive practical and technical guidance along with explanations of strategies and communications that can be important with respect to this subject matter.

8:00 - 8:30AM ~ Light breakfast & networking

8:30 - 9:30 AM ~ Webinar

  • No cost to attend ~ Bring a friend! 
  • Free parking on-site for attendees​

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