Class III, Program 6

Estate and Gift Tax Returns – An Overview
Instructor: George D. Karibjanian

• The Anatomy of the 706
• PowerPoint Presentation

Tax Apportionment
Instructor: Trent Kiziah

• Florida’s Tax Apportionment Statute
• Florida’s Tax Apportionment Examples

Defending Reporting Positions & Tax Court Procedures
Instructor: Christopher S. Rizek

• Selected Issues in the Tax Court
• PowerPoint Tax Court Presentation
• Penalties Presentation Outline
• PowerPoint Penalties Presentation

Audit Issues
Instructor: Lee Schwemer

• Issues Which Cause Audits of Estate and Gift Tax Returns

Beware of the IRS When Negotiating a Settlement
Instructor: Deborah L. Russell

• Beware of the IRS When Negotiating a Settlement

Challenges Facing the Practice of Trust and Estate Law
Instructor: Jonathan Blattmachr

• Looking Back and Looking Ahead: Preparing Your Practice for the Future: Do Not Get Behind the Change Curve
• PowerPoint Presentation