On February 25, 2021, Megan L. Brackney participates in a panel entitled “2020 Planning Rush is Over – Now What? Gift Tax Returns, Preparing for Audit, and Ensuring the Plan Survives” for STEP NY.

Description:

Most practitioners sprinted to the end of 2020, as many clients sought to make year-end gifts before Dec 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.

Click here for more information and to register.