SCHEDULE *
* Tentative and subject to change pending IRS Speaker availability.
SCHEDULE *
* Tentative and subject to change pending IRS Speaker availability.
November 7 – 8, 2024 | Mohegan Sun, Montville, CT
Thursday Workshop
Join us for this special panel where we hear from the experts, including directly from the IRS, about all the thorny issues you have wrestled with when it comes to e-services, including ID Me, Tax Pro Accounts, and transcript delivery. They will also review the new portals and use of uploads to provide documents to the IRS.
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So, as a tax pro you’ve heard the horror stories of what can happen, and the nightmare from the fallout. But where do you begin? Our panel of experts will walk you through what this could look like, and more importantly, what to do today to avoid having this issue, and avoid the fallout of reputation damage, monetary penalties, cost of monitoring your now former client’s credit, etc.
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Forensic accountants use specialized techniques to uncover and explain financial and accounting anomalies and improper conduct. They are retained as consultants and testifying experts in a broad range of civil and criminal tax cases, serving as essential components of a legal team’s resolution strategy. This panel explores the role of the forensic accountant and how they can best work with tax practitioners in defending their client in a tax controversy.
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Friday IRS Representation Conference
Voluntary compliance and enforcement of the tax laws are at the heart of our tax system. Over the past several years of pandemic and the fallout afterward, the IRS has been challenged to come up with new and more efficient ways to ensure that all taxpayers report and pay the correct amount of tax and yet help struggling taxpayers. These panel interviews provide us with an update on new developments at the IRS.
IRS Collection: Amalia Colbert, SB/SE Commissioner, Washington, DC
Criminal Investigations: Guy Ficco, Chief, IRS Criminal Investigation, Washington, DC
Appeals: Elizabeth P. Askey, Acting Chief, Independent Office of Appeals, Washington, DC
Following the Covid pandemic and the programs instituted by Congress we are about to enter a new era of tax enforcement, including Employee Retention Credits, Crypto Currency, Payroll Tax Debts, and much more. Join our panelists for a discussion of the changing tax enforcement landscape as it relates to examinations, collection and criminal investigations.
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Maybe it is a mistake on a prior return, the taxpayer needs to challenge a bad tax assessment, or a preparer who disagrees with preparer penalties assessed against them by the IRS. In all of these cases, paying some or all of the assessment and filing a refund claim is a legitimate way to reopen and have these issues looked at. This panel will review the procedures for filing a refund claim, under what circumstances the entire tax must be paid versus just a percentage, and what the process looks like for challenging the IRS decision in court.
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Issuance of collection notices have resumed in full force and the IRS has increased its efforts to pursue high net worth taxpayers with outstanding tax debt. One of the most common questions raised by taxpayers faced with potential or assessed tax liabilities is: What are my options? A simple question that requires the tax professional to explain the numerous and often complex paths to resolving federal liabilities. While navigating the numerous options, taxpayers must address ever-increasing enforcement actions, including, but not limited to, the filing of Notices of Federal Tax Lien, levies and wage garnishments, responsible person investigations, and nominee or alter ego liens. This panel reviews a taxpayer’s options, best practices, and tips of the trade.
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Claims for Employee Retention Credits (“ERCs”) have proliferated exponentially. To address questionable claims, the IRS recently announced a Voluntary Withdrawal and Voluntary Disclosure Program to give taxpayers with possibly ineligible claims an opportunity to come forward, cooperate with the IRS, and, in return, minimize their financial exposure including penalties. The IRS is also aggressively auditing ERC claims and pursuing penalties and criminal prosecutions for ERC related abusive schemes and fraud. This panel of experienced practitioners discusses the IRS’s targeted enforcement efforts, explains how to spot red flags indicating abuse of the ERC, describes the penalties that apply to taxpayers, promoters, and practitioners for erroneously claiming ERC credits, and addresses the filing of the corresponding wage reduction on an income tax return.
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So, the client and their tax professional might have become a bit overzealous in their planning and now the IRS is looking at the positions taken on the return. What makes a case move from the civil side of the IRS to Criminal Investigation? Our panel of current and former criminal tax experts will walk you through the government review and weighing of the factors it goes through in making that determination.
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This panel will review the hot button topics when comes to IRS examinations of high net worth individuals and their businesses. The panel will include hot button topics with S Corporations and Partnership returns, high income non-filers, reasonable compensation and basis issues.
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