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DTSTART:20241120T133000Z
DTEND:20241120T150000Z
LOCATION:Gleneagles Country Club
UID:2601820241120T133000ZIRS Audit and Litigation Trends for Estate and Gift Tax
DTSTAMP:20260514T104530Z
DESCRIPTION:\nREGISTRATION IS CLOSED FOR THIS EVENT\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n \n \nESTATE PLANNING COUNCIL OF NORTH TEXAS\n \nBREAKFAST MEETING \n \nWEDNESDAY, NOVEMBER 20, 2024\n \nBreakfast served 7:30-8:00 a.m.\n \nProgram 8:00-9:00 a.m.\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRegistration Deadline: NOVEMBER 13 (5:00 p.m.)\n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE \nIRS AUDIT AND LITIGATION TRENDS FOR ESTATE AND GIFT TAX \n\n \nJOSH UNGERMAN\n \nSponsored by Heritage Actions and Regions Bank\n \nTransfer tax audits and litigation are not going away despite higher exemptions.  The presentation will be a view from the trenches of transfer audits and litigation and will discuss current trends in the transfer tax controversy area at audit level, appeals and in litigation.  The discussion will include working with valuation appraisers, valuation hot buttons, tax effecting impact on valuations, potential section 2036 issues and recent court decisions that could impact your practice and clients.\n \nJosh Ungerman’s experience as a former IRS Senior Trial Attorney and Department of Justice (DOJ) Special Assistant U.S. Attorney are invaluable in helping clients with IRS civil tax and criminal tax controversy matters at all levels along with tax and estate planning.  He is often called upon to remediate non-compliant offshore structures and advice on offshore compliance requirements.  Josh is a frequent speaker on tax topics including domestic and offshore IRS exams, IRS estate tax strategies, tax shelter defense, recent tax legislation, IRS criminal tax investigation techniques, state tax controversy issues and IRS offshore compliance issues.\n \n\n\n\n \nThere are pending continuing education credits for this meeting. The handout will be available on the website under the document library a few days prior to the presentation.\n \nREGISTER WITH THE LINK BELOW.\n \nWe would like to thank the following Sponsors for their support for 2024-2025: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, and Farmers National Company.\n \nIMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting (submission deadline: 11/26/24)\n \nPAYMENT IS REQUIRED FOR REGISTRATION\n \n$30 - Member \n \n$40 - Guest \n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS \n \n
SUMMARY:IRS Audit and Litigation Trends for Estate and Gift Tax - Estate Planning Council of North Texas 
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