2025 IAC BV - Is Your BV Report Ready for the Tax Court?

Session Description

When your report is challenged by the IRS or Tax Court, it may be too late to update it to meet IRS regulations like 1.170A-13(c)(3). Many new practitioners may be unfamiliar with the IRS audit process as well as the reporting and disclosure requirements for submitting gift and estate tax BV reports. For seasoned practitioners, there are a number of subtleties that can make or break your testimony based on how your report is prepared. This presentation will cover how to bullet proof your report to prepare for IRS scrutiny.

Speaker

Bruce Johnson, ASA

Continuing Education

Review of this session recording will award 1.2 CE hour. 

CPE credit is not awarded for this pre-recorded offering.