What You Need to Know About Audits of Federal Estate Tax Returns


What You Need to Know About Audits of Federal Estate Tax Returns

Start 03/15/2024 - 1:15 PM
End 03/15/2024 - 2:15 PM


Please note: Your Zoom webinar link will be labeled “March 2024 Bridge the Gap.” This is the correct link. You are only required to join this session at its scheduled time. 


Hear from the Supervisory Attorney and Program Manager of the Estate and Gift Tax Policy Division of the IRS as she provides updates to estate and gift tax matters. She will discuss what happens once an estate tax return is filed (Form 706) and what triggers the possibility of an audit. She will also provide an overview of the gift tax return (Form 709) filing process.

There will also be ample time to ask questions throughout the program — so don’t miss this opportunity to ask the expert!



Lisa M. Piehl, Internal Revenue Service (IRS), Woodland Hills, Supervisory Attorney/Program Manager for Estate and Gift Tax Policy.



1 NY Credit; 1 Skills, Transitional and Non-transitional; 1 NJ Credit: 1 General



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