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Webinar: Nuts & Bolts of Private Letter Rulings

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December 7, 2022 @ 12:00 pm 1:00 pm

1 Participatory MCLE Credits

Private letter rulings (PLRs) are one of many tools that tax and wealth planning professionals can employ to benefit their clients, but many professionals are unaware of the benefits of PLRs or don’t know how to obtain PLRs.  This presentation will discuss the most common estate, gift, and generation-skipping transfer tax PLRs, issues on which the IRS will not issue a PLR, guidelines for preparing and submitting a PLR request, and working with the IRS to obtain a PLR.

Moderator: Anna Soliman and David Y. Oh
Speaker: S. Eva Wolf

Non-Member Price – $75.00
Member Price – $55.00

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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