September 22, 2017

[Video] Representation for Estate and Gift Tax Audits

 

At Mendes Weed, LLP, we represent many taxpayers during the course of IRS audits, appeals, and in U.S. Tax Court with respect to their personal and business income taxes.

Clients who May Need Representation for Estate and Gift Tax Audits

Estates, beneficiaries, executors, fiduciaries, and others during their estate and gift tax audits and appeals.

Why Might a Client Need Representation from a Tax and Trust and Estate Planning Lawyer?

There are often complex issues involving ownership, valuation, trusts, offshore assets, and business entities.  A tax lawyer, particularly one with an LLM in Taxation, can advise you with respect to these matters.

If an estate and gift tax matter cannot be resolved to a taxpayer’s satisfaction during the course of the audit or appeal, Mendes Weed, LLP can advocate for taxpayers in tax court.  Christina Weed is also admitted to the Ninth Circuit Court of Appeal and can assist taxpayers at all stages of their case.

Contact the Mendes Weed, LLP Right Away

If you receive an IRS notice, you should contact a tax lawyer right away.  If you are a fiduciary, it is particularly important to make sure to do your due diligence and get help if you are uncomfortable handling an important tax matter on your own.

We can guide you through this process and assist you so that you feel more confident in your decisions.