Wilson Tax Law Group regularly represents estates, beneficiaries, executors, fiduciaries, transferees, and others during estate and gift audits and appeals. Our primary focus is resolving these disputes early and effectively, without engaging in litigation in all federal courts, but our estate tax related experience includes valuation issues and estate transfer issues in Tax Court, U.S. District Court and the Ninth Circuit. Our firm is prepared to handle audits involving complex ownership, control, and valuation issues resulting from the use of partnerships (e.g., FLIPs), trusts, and offshore entities. Generally, individuals are entitled to aggressive asset protection and estate preservation, but the IRS can sometimes overreact to the use of entities that are within the law. In those cases, Wilson Tax Law group provides competent representation that can ensure that the estate pays no more tax than required.
Wilson Tax Law Group also routinely provides legal guidance and advice to CPA’s and other professionals who practice in the area of wills, estates, trusts, and gifts and who prepare Forms 706, 709, and 1041.