Class II, Program 6

Estate and Gift Tax Returns
Instructor: George D. Karibjanian

• The Anatomy of the 706
• The Anatomy of the 706 PowerPoint

Defending Reporting Positions and Tax Court Procedures
Instructor: Stephanie Loomis-Price

• Tips for Transporation Through Trial: A Tour Through Tax Court Procedures
• Dancing with the Taxman and Defending Transfer Tax Returns with Closely Held Interests
• Additonal Materials to Come!

Audit Issues
Instructor: Lee Schwemer

• No Quiet on the Wealth Transfer Tax Front

Consistent Basis Reporting
Instructor: Jonathan Blattmachr

• Consistent Basis Rules for Estate and Persons Acquiring Property from Decedent
• Searching for Basis in Estate Planning: Less Tax for Heirs
• Basis Consistency Law: Maybe Not Such a Good Idea PowerPoint

Tax Apportionment
Instructor: Trent Kiziah

• Florida’s Tax Apportionment Statute
• Florida’s Tax Apportionment Examples
• The 2015 Florida Statues

Challenges Facing the Practice of Trust and Estate Law
Instructor: Lou Nostro

• The Future of Estate Planning