There are a dozen or more penalties that could possibly be asserted by the IRS in an estate or gift tax case. This session featuring Lowenstein Private Client Services National Chair Beth Shapiro Kaufman will discuss these penalties, when they are likely to be asserted, and what defenses apply. The discussion will include preparer penalties, appraiser penalties, adequate disclosure, and transferee and fiduciary liability. You will be armed with all the tools you need to “stay in bounds” when playing against the IRS.
Time: 2 p.m. ET
