Membership Meeting | A View from the Front Lines – Current Issues in Estate and Gift Tax Audits and Litigation
Program
A View from the Front Lines: Current Issues in Estate and Gift Tax Audits and Litigation
Program Description
The IRS continues to target wealth transfer strategies and estate and gift planning efforts. This presentation will address current issues and trends in the transfer tax controversy arena at the audit, appeals, and litigation levels, including the valuation and transfer of interests in closely held entities, the use of formula clauses, GRAT planning, marital trust issues, and split-dollar life insurance.
The discussion will include the most significant developments of the last few years in these high-stakes, high-value tax controversies from a leading practitioner who has handled many of them, as well as strategies to mitigate risk before a controversy arises.
Speaker Bio
John W. Porter is a senior partner with Baker Botts L.L.P. and has a nationwide practice representing taxpayers in sophisticated estate, gift, and income tax controversy matters, including audits, IRS appeals, and litigation. He has served as lead counsel for taxpayers in many significant published transfer tax decisions over the past 25 years.
John is a Fellow of both the American College of Trust and Estate Counsel and the American College of Tax Counsel. He is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is a recipient of the AEP® (Distinguished Accredited Estate Planner®) award from the National Association of Estate Planners & Councils.
He earned his J.D., cum laude, from Baylor School of Law and his B.B.A. in Accounting from Texas A&M University. He has received extensive recognition from Best Lawyers and Chambers for his work in tax litigation, trusts and estates, and private wealth law.
Thank you to our sponsor, Valuation Services, Inc.
Logistics
- There is no cost for members to register. The registration fee is $80 for guests and emeritus members.
- Registration and networking begin at 5:00 p.m., and the program begins at 5:20 p.m.
- A reception will follow the presentation.
- Guests are warmly welcome when accompanying a member host.
- Members who register but do not attend without providing at least 24 hours' notice of cancellation will be billed an $80 no-show fee.
