EPCNN Breakfast Meeting - Recent developments with the Internal Revenue Service and California taxing authorities
Date: Tuesday, November 12, 2024
Time: 7:30am - 9:30am
Location: Atlantis
Speaker: Steven Walker and Philip Wolf
This presentation will cover recent Tax Court cases, IRS pronouncements and California updates impacting estate planners with clients in California. Topics include fiduciary liability for unpaid estate taxes, characterizing transactions as gifts or loans, unfiled Federal and California income tax returns, unfiled LLC tax returns due to California Franchise Tax Board, delinquent sales tax returns with CA Department of Tax and Fee Administration, and clients with assets abroad.
We are grateful to have Alliance Trust Company sponsoring the November Breakfast Meeting
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