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Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits



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In their exclusive LISI Webinar, Bob Keebler and Keith Schiller provide you with their insider’s tips on how to avoid nasty estate and gift tax audit traps. Let these nationally recognized experts get you up to speed on everything you need to know about IRS transfer tax audits in their dynamic, fast paced 90 minute webinar.

Topics Bob and Keith will cover include the following: 

1.    Basic steps to avoid estate and gift tax audits

2.    Top IRS Audit Issues-- target rich environments

3.    IRS audit capacity and assignments

4.    How to best communicate with the IRS

5.    Importance of timely completion of the audit

6.    Ruling and TAM issue resolution

7.    Dealing with difficult estate tax attorneys

8.    Should the assessment period be extended with gift tax audits?

9    Making the record for effective appeals

10.    Importance of litigation risks with appeals

11.    Filing timely protective refund claims with the IRS and states

12.    Protect burden of proof shifting



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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of "first impression." Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - "Family Tax Planning Forum," Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


Keith Schiller, Esq. is a nationally known attorney, award-winning author, and lecturer whose advice is sought by other practitioners to aid their clients with estate tax return preparation and defense. The author of more than three dozen published articles and 10 course texts for continuing professional education, Keith has co-taught estate tax return preparation and audit defense with IRS estate tax attorneys, appeals officers and managers since 1997. He received the CalCPA Education Foundationís award for Outstanding Teaching Materials and has taught continuing education for professionals since 1987. Keith is the author of the award-winning textbook, Art of the Estate Tax Return, published by Bloomberg, BNA Books and available through Innovative Estate Planning Productions, Inc. online at www.EstatePlanningAtTheMovies.com or over the phone at (925) 820-8500. Keith is a member of the LISI Consulting Group and the Bloomberg, BNA Estates, Gifts and Trust Journal, and can be reached at keith.schiller@slg4law.com.


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