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2019 IRS Representation Conference

Description

Schedule: Thursday, November 21, 2019
LITC (Low-Income Taxpayer Clinic) Workshop
Quinnipiac Law School, North Haven, Connecticut
8:30 – 11:30 am:
Resolve Your Client's Case Day with TAS
11:30 am – 12:30 pm:
Registration & Lunch
12:30 – 2:00 pm:
Challenging an Assessed Tax

Taxpayers often arrive in our offices with balances due that they feel they do not actually owe. Our panel will cover the options for reopening these previously closed assessments and having the liability reduced to the correct amount or even abated entirely.

Moderator:

  • Eric L. Green, Esq., Green & Sklarz LLC, New Haven, CT

Panel:

  • Walter Pagano, CPA, CFE, EisnerAmper, Iselin, NJ
  • Steven I. Hurok, Esq., CPA, Citrin Cooperman, New York, NY
  • Noelle Geiger, Esq., Green & Sklarz LLC, New York, NY

2:00 – 2:15 pm:
Break
2:15 – 3:30 pm:
Give me Back My Money: The Life of a Refund Suit

"Just go and get a refund," said the practitioner. Refunds, as you will discover, are often not that simple, and sometimes end up requiring litigation. This panel will complete our look at challenging an assessed tax by explaining the ins-and-outs of a refund claim, what a refund suit actually looks like, and why the IRS does not just roll-over when these claims are presented.

Moderator:

  • Lisa Perkins, Esq., Green & Sklarz LLC, New Haven, CT

Panel:

  • Stephen A. Josey, Esq., Kostelanetz & Fink, LLP, New York, NY
  • Frank Agostino, Esq., Agostino & Associates PC, Hackensack, NJ
  • Jeffrey M. Sklarz, Esq., Green & Sklarz LLC, New Haven, CT

Schedule: Friday, November 22, 2019
IRS Representation Conference
Full-Day Conference, Mohegan Sun Casino & Resort
7:30 – 8:30 am:
Registration
8:30 – 8:40 am:
Opening Remarks
8:40 – 10:20 am:
IRS Enforcement Update

Voluntary compliance and enforcement of the tax law are at the heart of our tax system. Over the past several years, the IRS has been challenged to come up with new and more efficient ways to ensure that all taxpayers pay the correct amount of tax. These panel interviews provide us with an update on new developments at the IRS.

SB/SE Update:

  • Mary Beth Murphy, Commissioner, Small Business/Self-Employed Division, Internal Revenue Service
  • Lisa Beard Niemann, Deputy Commissioner, Small Business Self-Employed Division, Internal Revenue Service
  • Interviewer: Jeffrey M. Sklarz, Esq., Green & Sklarz LLC, New Haven, CT

Collections Update:

  • Paul J. Mamo, Director, Collection, Internal Revenue Service
  • Interviewer: Frank Agostino, Agostino & Associates PC, Hackensack, NJ

Appeals Update:

  • Donna Hansberry, Chief, Appeals, Internal Revenue Service
  • Interviewer: Eric L. Green, Esq., Partner, Green & Sklarz, New Haven, CT

Criminal Update:

  • Don Fort, Chief, Criminal Investigation, Internal Revenue Service
  • Interviewer: Sharon L. McCarthy, Esq., Kostelanetz & Fink, LLP, New York, NY

10:20 – 10:35 am:
Break
10:35 – 11:25 am:
Ethical Obligations to Report Misconduct on by Other Practitioners and Taxpayers

Tax practitioners should be mindful of their ethical obligation to report tax-related misconduct under the internal revenue laws, the Model Rules of Professional Conduct, and Circular 230. Our group of experienced panelists will examine when, whether, and how to complain about professional misconduct by private practice and government attorneys or the Court. The panelists will also discuss when, whether, and how to report tax-related misconduct by unscrupulous tax professionals.

Moderator:

  • Michael Sardar, Esq., Kostelanetz & Fink, LLP, New York, NY

Panel:

  • Zhanna A. Ziering, Esq., Caplin & Drysdale, New York, NY
  • Guinevere M. Moore, Esq., Johnson Moore, Chicago, IL
  • G. Michelle Ferreira, Esq., Greenberg Traurig, LLP, San Francisco, CA

11:25 – 12:15 pm:
IRC § 199A Implementation and Examination: What to Expect from the IRS When it Comes to the Client’s Use of the 199A Deduction

Under the 2017 Tax Act, IRC § 199A proved to be highly popular. The issue is who should and should not be using the deduction, and what does the IRS intend to do about enforcing the section’s rules? Join our panel as we hear directly from the IRS employees charged with overseeing 199A’s provisions and implementation, and what practitioners and taxpayers can expect as the IRS begins auditing these returns.

Moderator:

  • Jason A. Marsh, Esq., Green & Sklarz LLC, New Haven, CT

Panel:

  • Philip J. Wilson, CPA, Marcum, LLP, Costa Mesa, CA
  • James R. Grimaldi, Esq., CPA, Citrin Cooperman, New York, NY
  • Tamera Ripperda, Deputy Commissioner, Small Business/Self-Employed Division, Internal Revenue Service, Washington, DC
  • John Tuzynski, Director, Examination-Central, TCJA Implementation, Small Business/Self-Employed Division, Internal Revenue Service, Washington, DC

12:15 – 1:30 pm:
Lunch
Keynote Address (to be determined)
1:30 – 2:30 pm:
Track A: Offers & Installment Agreements: What to Do With the Business Assets?

Everyone loves the idea of compromising away huge tax debts for less money, but things get complicated when the taxpayer owns a business. This panel will review the Offer-in-Compromise program requirements and how business assets are dealt with by the IRS Centralized Offer-in-Compromise Unit so you and your clients know how to deal with this very sticky issue next time.

Moderator:

  • Amanda Evans, EA, Green & Sklarz LLC, New Haven, CT

Panel:

  • Caren Zahn, EA, Agostino & Associates PC, Hackensack, NJ
  • Roger Nemeth, EA, Audit Detective, Jacksonville, FL
  • Fran Obeid, Esq., MFO Law, PC, New York, NY

2:30 – 3:30 pm:
Track A: The Abused Spouse: A Review of Innocent Spouse Procedures and Developing Critical Facts to Support Your Client’s Case

Innocent spouse cases are complicated and generally turn on the facts of the case and the client’s behavior. Practitioners are often faced with the task of not only handling the technical tax aspects of the client’s case but trying to document marital and psychological issues that support the innocent spouse’s claim. Our panel of experts will explain what practitioners should be considering when building their client’s case, what to look for in medical documentation, and when to bring in outside professionals to assist.

Moderator:

  • Frank Agostino, Esq., Agostino & Associates PC, Hackensack, NJ

Panel:

  • Sheila S. Charmoy, Esq., Charmoy & Charmoy, Fairfield, CT
  • Lisa E. Perkins, Esq., Green & Sklarz LLC, West Hartford, CT
  • Jennifer E. Myer, MD., Yale School of Medicine, New Haven, CT

3:30 – 3:45 pm:
Break
3:45 – 4:35 pm:
Track A: Criminal Aspects of IRS Collection Cases

Most practitioners are somewhat familiar with the concept of tax evasion of liability cases: the omitted income or false deductions claimed. But what about collection cases when taxpayers take affirmative steps to avoid subjecting either themselves or their assets to the IRS collection procedures? Our panel will review the various crimes involved in IRS collection cases and what turns your routine uncollectible case or Offer-in-Compromise into a criminal prosecution.

Moderator:

  • Eric L. Green, Esq., Green & Sklarz LLC, New Haven, CT

Panel:

  • Lisa E. Perkins, Green & Sklarz LLC, West Hartford, CT
  • Caroline D. Ciraolo, Esq., Kostelanetz & Fink, LLP, Washington, DC
  • Don Fort, Chief, Criminal Investigation, Internal Revenue Service, Washington, DC

4:35 – 5:30 pm:
Track A: Rise of the Machines: The Impact of Automation and Artificial Intelligence on the Future of the Tax Practice

Artificial Intelligence and Automation are rapidly taking over the accounting profession and tax compliance. Both private firms and the IRS are utilizing technology to do what used to be done by teams of associates. Our panel will discuss how this automation is being deployed and what, in their view, the profession looks like in the not-too distant future.

Moderator:

  • Eric L. Green, Esq., Green & Sklarz LLC, New Haven, CT

Panel:

  • Brent Robertson, Fathom, West Hartford, CT
  • Peter Scavuzzo, Chief Information Officer, Marcum, LLP, Melville, NY
  • Christopher Loiacono, CPA, EisnerAmper, New York, NY
  • Michael C. Pelletier, CPA, Chief Innovation Officer, BlumShapiro, West Hartford, CT

Bundled Products

LITC (Low-Income Taxpayer Clinic) Workshop

Date / Time

Venue

This is a virtual event, accessible online. Access instructions will be provided after registration.
Item price: $35.00 Select item
IRS Representation Conference

Date / Time

Venue

This is a virtual event, accessible online. Access instructions will be provided after registration.
Item price: $199.00 Select item
Price: $199.00
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