November 07, 2018 - 1:30 PM - 2:30 PM

"Point-Counter-Point with the IRS" at the 55th Annual Hawaii Tax Institute

This event has already occurred.

An in-depth and interactive discussion over a variety of wealth transfer issues with viewpoints from the IRS and wealth transfer advisors. Understand the red flags that may trigger an audit and learn about how to avoid and/or defend your client's wealth transfer strategy.

Jonathan Lurie, Partner, Venable LLP

Visit Hawaii Tax Institute for additional information.