Estate and Gift Tax – the Obligations, Costs of Noncompliance, and Avenues to Relief
About the presentation: Federal Gift and Estate Tax compliance require an understanding of a taxpayer’s obligations with respect to analyzing transactions and properly reporting them. This session will provide a brief overview of federal and estate tax obligations before diving into interesting new developments and cases addressing compliance (and non-compliance), the penalties for noncompliance and defenses to the assertion of penalties.
To register for this session, go to www.epcstlouis.org and click the link for the session.
CPA's - CPE Credit Note: NO ZOOM only in person for CPAs.
CPE Information for CPAs
The sponsor assures that the program content and program level is appropriate for the intended participants.
Learning Objectives:
Upon completion of this course, Participants should be able to understand the general filing obligations for Gift Tax and Estate Tax purposes, as well as common questions and issues that come up in the area of gift and estate tax. Participants should also learn of recent case developments in this area of law, how the Internal Revenue Service address compliance issues, and what taxpayers and their advisors may do to best protect against the assertion of penalties for noncompliance.
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will earn 1 CPE credit.
Field of Study: Tax
Additional Information:
Delivery Method: Group Live/Group Internet Based
Program Level: Basic
Pre-requisite: NONE
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.
Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
National Registry of CPE Sponsors Number 109467
CTFA
CTFA 1.25 CE credit
CFP
Upon completion of this course, Participants should be able to understand the general filing obligations for Gift Tax and Estate Tax purposes, as well as common questions and issues that come up in the area of gift and estate tax. Participants should also learn of recent case developments in this area of law, how the Internal Revenue Service address compliance issues, and what taxpayers and their advisors may do to best protect against the assertion of penalties for noncompliance.
Michelle Schwerin is a shareholder of Neill Schwerin Boxerman, P.C. She represents individuals and businesses in tax controversy and litigation matters.
In 2023, Michelle was named Lawyer of the Year for Litigation and Controversy–Tax in St. Louis by Best Lawyers®, has been included in the Missouri and Kansas Rising Stars List by Super Lawyers® since 2018. She obtained her bachelor’s degree in business management from Tulane University and her J.D. from Washington University in St. Louis.
Michelle serves as the Chair of the Standards of Tax Practice Committee within the Section of Taxation, American Bar Association. She is an adjunct professor of law in Washington University Law School’s Tax LL.M. program. Locally, Michelle sits on the boards of the Henry and Gladys Crown Center for Senior Living and St. Louis Jewish Community Center. Michelle previously served on the St. Louis County Police Department Board of Police Commissioners and currently serves on the board of St. Louis County Economic Development Partnership.
Kristin Stokes Neusel is an associate attorney at Neill Schwerin Boxerman, P.C. Kristin focuses her practice on representing individual and business clients in civil and criminal tax controversies and litigation.
Kristin previously worked as a judicial extern for Magistrate Judge Noelle Collins of the United States District Court for the Eastern District of Missouri and at a large Chicago-based law firm advocating before state and federal administrative agencies. Kristin obtained her bachelor’s degree in English from Saint Louis University and her J.D. from Washington University
