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


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

Recorded On 03/15/2024


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.




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


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



All Programs include 1 Affirmation and 1 Evaluation Form, and Course Materials.

To receive CLE credit for a program in Online Video Format:

Online Videos contain CLE codes that you must type into a supplied online affirmation form. Submit the online affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch the video as soon as possible.

We can only issue CLE credit if the law is still current.

Course Materials: You can download course materials on the Online Video webpage.


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