Monday, October 3, 2011

FYI: "Estate Tax Issues that Affect Us All" Presentation given by IRS Supervisory Estate Tax Attorney

Hello Everyone,


I hope all is going well with you!  With the recent changes in Estate Tax law, this is a very timely presentation given by an IRS Supervisory Estate Tax Attorney, and excellent presenter!  Don't miss out on this opportunity to learn about the Estate Tax Issues that Affect Us All from an IRS Subject Matter Expert in this area of tax law. 


 Estate Tax Issues that Affect Us All  presentation  

 will be given by Kyle Martin, IRS Supervisory Estate Tax Attorney  

Date:  October 25  

Time:  12:30 to 1:30 pm 

Location:  Wyndham hotel located at 1350 North 1st Street, San Jose, CA.     


Kyle will discuss:

  •  What you need to know regarding Estate and Gift Tax 2010 & Beyond 
  •  Adequate disclosure on Gift Tax returns 
  •  Penalties 
  •  Filing a “fat return” 
  •  Non-filer program, etc.   
Kyle manages 10 Attorneys in San Jose and Oakland, California.  He has been a member of the California State Bar since December 1993, and has been with the IRS since 1989.    For additional information including registration, please contact Randy Warshawsky at 1-800-832-6732 or  (Lunch will be served from 12:00 to 12:30 pm).  
Jennifer Henrie-Brown, ID #94-07690
Stakeholder Liaison Specialist
SBSE Communications, Liaison & Disclosure
510-637-2199/ fax 510-637-2434