How to Reduce Your Chance of an IRS Audit Artwork

Music to My Heirs

Host Stephen C. Lewis has over 15 years of experience helping a global clientele of Ultra High Net Worth families. The challenges facing these families are usually not financial, but the legacy they leave behind. How do you ensure that the wealth you gain in this life creates a better future for your children and their children? On Music to My Heirs, Stephen interviews top thought leaders sharing stories, lessons, secrets and insights that will last generations.Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.

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Music to My Heirs

How to Reduce Your Chance of an IRS Audit

August 30, 2019 • Stephen Lewis and Jason Graham • Season 2 • Episode 1

Jason Graham of Andersen Tax, https://www.andersentax.com/people/graham-jason
discusses with Stephen how to reduce your chance of an IRS audit. Jason Graham, the Office Managing Director of the Houston office of Andersen Tax, has over 19 years of experience in providing tax services. He performs engagements for high net worth family groups and individuals, involving income tax planning, research and compliance, estate planning and administration, family limited partnerships and trusts. Jason’s client base includes entrepreneurs, venture capitalists, business owners and founders/executives at early to late stage companies.

For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2019 AllianceBernstein L.P.

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