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An IRS Scouting Report: Areas of Audit Focus in the Estate Planning Arena

Contains material from Jan 2023

An IRS Scouting Report: Areas of Audit Focus in the Estate Planning Arena
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This presentation highlights key, and often surprising, issues of intense IRS audit focus in the estate planning world, identifying trends and outlining strategies to navigate IRS scrutiny.

Includes: Video Audio Paper


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1. An IRS Scouting Report: Areas of Audit Focus in the Estate Planning Arena (Jan 2023)

Michael Barker

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(mp4)
62 mins
(mp3)
61 mins
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127 pgs
Session 1 —62 mins
An IRS Scouting Report: Areas of Audit Focus in the Estate Planning Arena (Jan 2023)

This presentation highlights key, and often surprising, issues of intense IRS audit focus in the estate planning world, identifying trends and outlining strategies to navigate IRS scrutiny.

Originally presented: Dec 2022 Estate Planning Workshop

Michael Barker, McGuireWoods - Richmond, VA