Best & Flanagan

 

Private Wealth Planning: Gift & Estate Tax Audits

There are a multitude of estate and gift tax returns required each year and audited by taxing authorities. Best & Flanagan attorneys are frequently called upon to advise and represent fiduciaries throughout the audit process.

Often, the primary focus of the audit process is focused on the valuation of assets and questions pertaining to the taxation of assets. Armed with decades of practical audit experience, our lawyers provide both the perspective and background needed to prepare estate and gift tax returns, as well as to represent clients during the audit process.

Our attorneys are able to resolve most audits at the managerial level. However, audits proceed to appeal if a disagreement about the estate, gift, generation-skipping transfer or fiduciary income tax due cannot be resolved. Our attorneys provide proven advocacy in overcoming strife in the appropriate venue.