Estate Tax Litigation

Date: Wednesday, September 21, 2016
Time: 7:30am - 9:00am
Location: Gleneagles Country Club
Speaker: Don Lan

BREAKFAST MEETING

WEDNESDAY, SEPTEMBER 21, 2016

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, SEPTEMBER 14 (5:00 p.m.)

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, SEPTEMBER 14)

 

ANATOMY OF AN IRS ESTATE TAX CONTROVERSY: AUDIT TO LITIGATION

DON LAN

Sponsored by The Catholic Foundation

The presentation will discuss strategies in handling an IRS estate tax controversy, commencing with the preparation of the Form 706, the IRS audit, any appeal to the IRS Office of Appeals, as well as factors to consider in selecting a tax litigation forum.  The presentation will cover not only legal concepts, but practical ideas and strategies, as well. Don Lan’s practice focuses on high end estate planning, charitable planning, transactions for closely held businesses (including the formation of entities and succession planning), as well as handling federal tax controversies and tax litigation. Don has handled tax cases in all federal forums (US District Court, US Tax Court, US Court of Federal Claims, and US Bankruptcy Court), and tried many, but he is proud to say his cases rarely go to trial. Don’s approach to tax controversies is to explore resolution at the earliest possible time. This saves the client significant legal fees, as well as prolonged emotional stress. If a case needs to be tried, however, Don will oblige. After all, he has clients who would rather pay him instead of the IRS. Education: Georgetown University Law Center Washington, D.C. - LL.M in Tax (1982) Rutgers-Camden School of Law Camden, New Jersey - JD (1977) University of Rhode Island Kingston, Rhode Island - BS (Accounting) (1974). He is a frequent lecturer at local, state and national seminars on topics involving Federal tax controversies and litigation, as well as ethical obligations of tax practitioners.

Continuing education credits are pending for this program.

Membership dues do not include mealsCredit Cards are now accepted online on the website (scroll below). To mail a check, please complete the form below, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register ON THE WEBSITE (CLICK ON "REGISTER NOW" BELOW) so we will have a count for the number of meals to prepare.

 

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

 

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NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

We would like to thank the following Sponsors for their support for 2016-2017: Communities Foundation of Texas, FMV Opinions, Leu & Peirce, Lee Financial Corporation, North Dallas Bank & Trust, Pepkin & Associates, Plains Capital Bank, Texas Bank & Trust and The Catholic Foundation.

 

INSTRUCTIONS FOR CREDIT CARD PAYMENT:

NEW THIS YEAR!  TO PAY VIA CREDIT CARD:  follow these instructions:

CLICK ON” REGISTER NOW” BELOW

  1. Complete the contact information
  2. Payment Method: click “Credit Card or PayPal”
  3. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
  4. Click “Pay Now”
  5. “Pay with Debit or Credit Card”
  6. “PayPal Guest Checkout”
  7.  “Pay Now”
  8. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION

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