Melissa Wiley will present a session at the Queens University Estate Planning and Wealth Management Forum. The forum is a full-day event that will be held at the Sarah Belk Gambrell Center for the Arts and Civic Engagement on the Queens University campus in Charlotte, NC, on April 30, 2026. Admission is only offered for in-person attendance, and continuing education credits are available.
Melissa’s session, “Staying Out of the Estate and Gift Tax Return Penalty Box,” will take place from 10:15 a.m. to 11:15 a.m. Eastern. She will discuss the numerous penalty provisions in the tax code that pertain to estate and gift tax matters and how practitioners can build effective defenses against them. Additionally, Melissa will discuss recent penalty case law and how to apply the “reasonable cause” standard.
You can learn more about the forum and register here.
About Melissa
Melissa focuses her practice on federal and state tax controversy, international information reporting compliance, and representing clients facing government investigations. Prior to attending law school, Melissa worked in the actuarial field, where she gained a deep understanding of data analysis, statistics, and collaboration with technical, legal, and forensic professionals. Melissa also served as an assistant general counsel at a Big Four accounting firm and has litigation experience in the U.S. Tax Court, Court of Federal Claims, and various federal district courts.
