Episode 31: Lessons learned from an IRS Audit

In the latest episode of Hancock Talks, Todd Steinberg, partner at Loeb & Loeb, joins Carly Brooks, Head of Advanced Markets at John Hancock, to share his deep expertise in the areas of fiduciary litigation and high-net-worth estate- and income-tax planning. Todd walks us through the typical IRS examination process and highlights some of the most common triggers for an estate-tax audit. This episode also covers:How to help your clients avoid an estate-tax auditWhether the Inflation Reduction Act could impact estate and gift auditsTips for financial professionals to use when discussing intergenerational planning with high-net-worth clientsWays to help clients feel comfortable with flexible planningFor financial professional use only. Not intended for use with the general public.Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY041123381-2