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The session will review the leading federal tax developments of October 2021, featuring a surprising decision on interspousal transfers of retirement monies without a formal QDRO. On the business side, the session will look at the price paid by a business owner on his failure to follow corporate formalities. Lastly, we will explore the estate arena and if a closing letter closes the ability of the IRS to audit.
Learning Objectives:
- Recognize the latest regulations, rulings, and pronouncements from the IRS
- Identify and summarize the most recent decisions out of the Tax Court and federal district courts around the country
- Determine if a closing letter closes the ability of the IRS to audit
David De Jong, CPA
Stein Sperling Bennett De Jong Driscoll PC
Principal
[email protected]
(301) 340-2020
As chair of the firm’s tax practice group, David helps businesses and individuals with a broad range of tax planning and controversy matters, estate planning, business transactions, and valuations. A CPA with a Master of Laws in Taxation from Georgetown University Law Center, he is accredited in estate planning by the National Association of Estate Planners and Councils and in business valuation by both the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. With over 35 years of experience, David brings a high level of expertise, sound judgment, and personal attention to help solve his clients’ tax, estate, and business matters.
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