Dmitriy Stepanov, Merrill Lynch

"What High Wealth Taxpayers Need to Know About the IRS"

Date: Wednesday, April 16, 2025
Time: 11:30am - 1:30pm
Location: Imperial Golf Club
Speaker: Mike Gregory

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Estate Planning Council of Naples

Meeting April 16, 2025

Make your reservation today for your seat at the April 16th Meeting of the EPC of Naples. This meeting will cover the topic:  "What High Wealth Taxpayers Need to Know About the IRS"

Desciption:  A brief background is presented on the IRS organization focusing on the IRS Large Business and International Division with Global High Wealth and the Estate and Gift Tax Program.  Further insight is provided on classification to provide the participant with insight into the various silos associated with this process. A focus Is made on business appraisal issues at the IRS. This information suggests how to avoid and what to do if audited by the IRS with applications using neuroscience. These techniques may apply to resolving conflict and negotiating winning solutions using The Collaboration Effect®.

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