April 13, 2017
at Noon to 2pm
One Market Restaurant (Please enter through the main entrance of the Restaurant)
1 Market Street, (Cross Street - Steuart) San Francisco
Event: IRS Controversy Update: Global High Wealth Examinations (and related estate/gift tax examinations)
Summary – Debra and Mike will discuss their recent interactions with LB&I’s Global High Wealth (GHW)
group and the SB/SE estate/gift tax group (and how GHW has been referring cases to the estate/gift
tax group!). The income tax focus of GHW, coupled with SB/SE’s focus on estate/gift tax, has increased
scrutiny of taxpayer transactions, and it has created a more holistic examination of a taxpayer’s affairs.
Speaker: Debra Estrem and Mike Schlect, Deloitte Tax, LLP
Debra is the National Private Wealth Tax Controversy leader for Deloitte Tax and advises on IRS controversy
matters throughout the country. After law school, she spent 15 years at IRS Chief Counsel where she litigated
a wide variety of individual, estate, corporate, and partnership tax matters. She has more than 20 published
Tax Court opinions. She specializes in high-wealth individual and estate/gift tax IRS disputes.
Mike Schlect is in the San Francisco office of Deloitte Tax, advising clients on address their personal wealth
and charitable objectives. He specializes in providing services to high-net worth individuals, pre and post
mortem planning, charitable planning, fiduciary income taxation, and estate administration. He also helps
clients address the risks and costs of interacting with taxing authorities generally, including resolution of
individual examinations and their related gift, estate, and partnership examinations.
Celina Carleton (Assistant to Andrew J. Weill, Secretary/Treasurer SFTC) at email@example.com
or by calling Celina at (415) 421-0730 no later than Tuesday, April 11, 2017 by noon.
Vegetarian meal needs, please make your request at the time of your RSVP.
This activity has been approved for MCLE Participatory Credit by the State Bar of California in the amount of 1.0 hour, of which 1.0 hour shall apply to legal specialist credit in taxation law. The San Francisco Club is a State Bar of California MCLE approved provider as well as an approved provider of specialized credit in taxation law. Accountants will be entitled to credit for one class hour on the subject of taxation. You must sign-in at the meeting in order to receive participatory credits.