Advances in technology and decreases in tax receipts to the federal and state governments have resulted in the Internal Revenue Service ("IRS") and states' departments of revenue increasing the number of audits or examinations to ensure that transactions, whether for income tax or sales & use taxes, are being properly reported and that the proper amount of tax is being remitted.
Conner Ash Partners, Howard Rosen and Brian Hantsbarger and Tax Manager, Gary Dreher hosted a presentation on Roth conversions for The Professional Advisory Counsel at Enterprise Trust Company.