Navigating the Estate and Gift Tax IRS Labyrinth
Insights to help you understand estate and gift tax return complexities with practical guidance on IRS changes, elections, valuations, deductions and timing issues.
Format
Webcast
Date
Oct 27, 2026
NASBA Field of Study
Taxes
Level
Update
CPE Credits
1
Availability
Product Number
WC5497041
This is a rebroadcast from AICPA ENGAGE 2026.
The filing of estate and gift tax returns is often fraught with complexities.
Learn how to navigate the details from a former IRS estate and gift tax policy program manager.
This session will also provide an additional practitioner perspective, providing practical advice on topics to be aware of in connection with the filing estate and gift tax returns, including:
- Elections
- Obtaining valuations
- Available deductions
- Timing
Key Topics
Learning Outcomes
- Recall what changes to the IRS estate and gift tax division have occurred over the last year and how those changes affect filers.
- Recognize practical issues about elections, the mechanics of elections, and timing issues.
- Identify the options when a filing mistake is made.
Who Will Benefit
- Estate and gift tax return preparers
- Practitioners handling elections, valuations, and deductions
- Tax advisers wanting IRS estate and gift tax updates
- Professionals helping clients correct filing mistakes
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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