Class II, Program 5

Program Chair: Randal Caldwell

Recent Developments

Instructors: Ron Aucutt and Steve Akers

• Washington Update: Pending and Potential Administrative and Legislative Changes
• Estate Planning Current Developments
• The Top Ten Estate Planning and Estate Tax Developments of 2021

Defending Reporting Positions and Controversy Work

Instructor: Stephanie Loomis-Price

• Countless Reasons the IRS Loves Challenging Transfer Tax Returns (and How to Defend Them)

Audit Issues with Valuation of Family Owned Business Entities

Instructor: Len Cason

• Drafting Agreements to Maximize Estate and Gift Tax Valuation Discounts

IRD

Instructor: Margaret Van Houten

• Income in Respect of A Descendent