Managing tax responsibilities for decedents and their estates is a complex endeavor that demands a thorough understanding of various IRS forms, filing deadlines, and eligibility criteria. This webinar aims to demystify these crucial elements, enabling attendees to navigate tax responsibilities with confidence and accuracy.
Learning Objectives:
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IRS
Program Manager, Estate and Gift Tax Policy
(818) 274-0703
Lisa M. Peel, Internal Revenue Service, Woodland Hills is the supervisory attorney, and program manager for estate and gift tax policy, where she has been since 2008.
Lisa began her career with the Internal Revenue Service as an estate and gift tax attorney in 1994. In 2001, she became a Supervisory Attorney Group Manager and in 2006 an attorney, advisor to Policy Manager, and Headquarters for the estate and gift.
Lisa received her Bachelor of Arts Degree in political science from San Francisco State University and graduated from Southwestern University School of Law in Los Angeles, California, on the West Coast, where she obtained her jurisdiction. Lisa is a member of the California Bar and is admitted to the United States District Court for the Central District of California and the United States Court of Appeals for the 9th Circuit.
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