Class IV, Program 6

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

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

Tax Apportionment
Instructor: Trent Kiziah

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

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

• The IRS Attack List and How to Defend Against It and Tips for Transportation Through Tax Court Trial 
• The IRS Attack List and How to Defend Against It PowerPoint

Audit Issues
Instructor: Lee Schwemer

• Audit Issues: Planning Techniques and Positions Likely to 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

• Future of the Practice for Heckerling
• I’m Sorry Dave I Am Afraid I Cannot Do That
• Future of Estate Planning Practice: Do Not Get Beyond the Change Curve PowerPoint