Estate and Gift Tax Audits
This program is a practical guide to what to do once your client gets an audit letter for their estate or gift tax return – and how to reduce the risk of audit at the planning stage. What are the red flags or triggers which estate planners should avoid in the first instance? Once your client receives a letter, how and when should you respond? What issues can you expect at audit? How can you bring the audit to timely resolution?
These and many other practical questions will be answered in this program on how to help you clients avoid or successfully defend an estate and gift tax audit.
- Current enforcement priorities of the IRS Flags and triggers to avoid at planning stage
- Procedural tips once you get an audit letter
- Common issues at audit
- Tips on bringing a quick resolution to the audit
Charles "Chuck" E. Hodges, II is a partner in the Atlanta office of Chamberlain Hrdlicka, LLP, where he concentrates his practice in civil and criminal federal tax controversies and complex tax planning. He has been involved in over 100 cases against the IRS involving all areas of tax law, representing a broad range of taxpayers from individuals, estates and partnerships to publicly-traded corporations. Mr. Hodges has been a key litigator in various cases earning him honors such as a “Leader in the Field” of Taxation by the 2005 and the 2006 Chambers USA—America’s Leading Lawyers for Business as well as a “Georgia Super Lawyers Rising Star” for 2005, 2006, and 2007. He received his B.S., cum laude, from Clemson University, his J.D. from Mercer University, and his LL.M. from the University of Florida.
