Tales from the Crypt: Dealing with a Decedent's Tax Fraud

Tales from the Crypt: Dealing with a Decedent's Tax Fraud

Courses Tabs

Overview
CLE Hours: 
1.5
CLE Credit: 
Substantive
Course Level: 
Basic
Fees: 
$39 for Members and $59 for Nonmembers
Course Materials: 
Webinar recording and a PDF of the PowerPoint slides

Hidden offshore bank accounts, a second set of books, unreported taxable gifts and fraudulent income tax returns. Pitfalls for the unwary practitioner attempting to assist clients with probating their loved-one’s estate. This program will cover issues that law firms need to be familiar with, when to ask questions and handling the client’s past misdeeds. The program will also cover potential liability on behalf of Executors/Administrators who distribute assets and find there were hidden liabilities that arise later!

Attorney Eric Green teaches professionals all over the country how to handle IRS Collection cases like a pro for the American Bar Association’s Tax Section, CCH, and other organizations.  He is a Fellow of the American College of Tax Counsel and former Chair of the Connecticut Bar Association’s Tax Section.  He is the creator of the CCH IRS Representation Certificate Program and the founder of Tax Rep LLC, which is a coaching program for new practitioners.  

Listening to Eric you will learn the following:

  • To identify potential tax issues that often come up in estate and probate matters
  • To understand the potential personal liability Executors and Administrators have if potential tax issues are not resolved
  • Understand the options for cleaning up a client’s past misdeeds
Instructor: 
Course Year: 
2016