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Programs in Taxation Law


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IRS Summons and Other Methods of Obtaining Taxpayer Information, Enforcement, and Defenses (05/21/2020)

Program Number: 3091 Presenter: Megan Brackney, Esq.

The IRS has several methods for obtaining information about taxpayers. This program will discuss the IRS’s methods of obtaining information, focusing primarily on the IRS’s summons authority, including the scope that authority, taxpayer’s rights and privileges, summons enforcement litigation, and the attorney’s ethical obligations when responding to IRS requests for information under Circular 230. Learning Objectives: 1. Understand the methods that the IRS uses to gather information from and about taxpayers. 2. Discuss the methods of enforcement of IRS summons and defenses to enforcement. 3. Examine the potential defenses and privileges that may limit the IRS’s ability to obtain information. 4. Understand the lawyer’s ethical obligations when responding to an IRS request for information.

$95.00Online Audio Add to Cart

Family Business Succession Planning in Nine (Silo-Busting) Steps (11/09/2020)

Program Number: 30267 Presenter: Dr. Sharon Meit Abrahams, Gregory F. Monday, Esq.

Greg and Sharon will talk about how to plan for the succession of family business leadership and ownership in nine logical, sequential steps, but be ready to break down the barriers that sometimes separate business law, tax law, contract law, and estate planning practices. Topics include family business governance structures, recommended contracts for family members and affiliates, retirement planning for senior owners, and special trusts for family businesses interests.

$95.00Audio Tape Add to Cart

A 2020 Vision for ERISA and Employee Benefits Legal Compliance (01/16/2020)

Program Number: 3017 Presenter: Anne Tyler Hall, Esq., Scott Santerre, Esq.

Over the past 24 months, Hall Benefits Law’s team has abated more than $60 million in DOL and IRS penalties for its plan sponsor clients in 27 states. ACA enforcement is not waning as many expected under the Trump administration. On the retirement plan side, the SECURE Act just passed, fiduciary breach lawsuits remain a reality, and the plaintiffs’ bar has taken the fiduciary battle into the health and welfare benefits arena. Counsel for plan sponsors large and small should be taking a more proactive approach to employee benefits legal compliance, but the HBL team spends the majority of its time putting out legal compliance fires. Attorneys will share cautionary tales, describe their boots on the ground perspective on employee benefits legal compliance, and offer a prospective view of what corporate counsel and the employers they represent can expect over the coming year, highlighting throughout the importance of a proactive approach to

$95.00Online Audio Add to Cart

New 2019 Governmental Guidance Impacting Retirement Plans (01/29/2020)

Program Number: 3015 Presenter: Erin O'Neal, Esq., Mary Samsa, Esq.

2019 was a busy year for guidance from the Internal Revenue Service and Department of Labor impacting tax-qualified retirement Plans. The “2019 Governmental Guidance Impacting Retirement Plans” session will provide a high-level overview of some of the most impactful new guidance. This session will also consider how such guidance may shape employer plan designs going forward and opine as to additional regulatory and enforcement trends that we may expect to see with respect to such plans going into 2020.

$95.00Online Audio Add to Cart

Reviewing Your Tax Return to Find Income and Assets for Your Divorce Case (02/12/2020)

Program Number: 3007 Presenter: Elizabeth Billies, Esq., Inna Materese, Esq.

Did you know that the federal tax return can be the most helpful resource in identifying sources of income and assets for a divorce case? Come hear from two divorce experts, Elizabeth Billies, Esquire and Inna Materese, Esquire as they take you through their step by step analysis of a federal tax return. In this seminar, you will learn how they use the federal income tax return to identify previously undisclosed assets, Schedule C income, side hustles, foreign accounts, business interests, and more. “Who knew your tax return could reveal so much?”

$95.00Online Audio Add to Cart

The Future of IRS Voluntary Disclosures in a Post-OVDP World (07/18/2019)

Program Number: 2993 Presenter: Matthew D. Lee, Esq.

Following the termination last fall of its immensely successful Offshore Voluntary Disclosure Program (OVDP), the Internal Revenue Service (IRS) has announced a new regime to govern all voluntary disclosures regarding tax noncompliance. These new procedures apply to both domestic and offshore voluntary disclosures, and in many ways, they replicate the procedures under the now-shuttered OVDP. In other ways, the new procedures are significantly different, particularly the new civil penalty framework, which calls for the imposition of a 50 percent penalty on undisclosed offshore financial assets, and a 75 percent civil fraud penalty on unpaid taxes. This program will trace the history of IRS voluntary disclosure programs, review key elements of the new regime announced in November 2018, and provide guidance to practitioners considering whether voluntary disclosures are warranted.

$95.00Online Audio Add to Cart

Impending Legalization - Hot Topics in Cannabis Law (05/08/2019)

Program Number: 2981 Presenter: Robert Hertman, Esq., James K. Landau, Esq., Andrew Schriever, Esq.

The legalization of cannabis by states across the nation for both medical and adult use has caused a surge in the production and distribution of legal marijuana and a significant increase in related service providers, including marketers, sellers of paraphernalia and investors. The laws vary greatly from state to state and the sale of cannabis is still illegal under federal law. The faculty for this seminar features several leading authorities on the subject. This comprehensive program on cannabis law will introduce you to the most relevant issues for businesses and attorneys looking to get involved in this emerging industry. The faculty will cover the issues involved in the regulation of cannabis and possible future regulation and an overview of recent case law around the nation affecting this industry. The faculty will also discuss conflicts between federal and state law and policy, including application of ethics rules such as Rule 1.2 of

$95.00Audio CD Add to Cart $95.00Online Audio Add to Cart

Uncommon Strategies for Dealing with the IRS Appeals Office from a Tax Litigator’s Perspective (11/05/2019)

Program Number: 29187 Presenter: Antoinette Ellison, Esq., Charles E. Hodges II, Esq., Aditya Shrivastava, Esq.

With the current filing of the first returns under the Tax Cuts & Jobs Act of 2017 (TCJA), taxpayers can expect increased IRS scrutiny in the future and the submission of more cases to the IRS Appeals Office. This presentation, by three tax litigators, will focus on strategies for dealing with the IRS Appeals under the updated Appeals Judicial Approach and Culture (AJAC) Project as well as the Taxpayer First Act of 2019 (TFA). Through the AJAC Project and TFA, IRS Appeals has updated its policies and procedures to reinforce its role as a quasi-judicial forum. This presentation will address those policies and strategies for large businesses to consider, including:(i) What changes to Appeals can be expected from TCJA and the TFA; (ii) New strategies for handling potential unagreed IRS exams going to Appeals under AJAC; (iii) How to resolve a case with IRS Appeals that is docketed in U.S. Tax

$95.00Online Audio Add to Cart

Is Alignment with Enterprise Software Vendors the Next Frontier for Legal Technology (10/29/2019)

Program Number: 29172 Presenter: Kenneth Jones

Today’s corporate, large institutional and government legal departments strive to use technology to achieve several positive outcomes. Cost certainty during the matter lifecycle, streamlining legal processes and collaborating more productively with outside law firms and other legal service providers such as ALSPs are some of these objectives. Technology is a huge enabling agent for these types of improvements. Through the years, delivery platforms for enabling technology have shifted from law firm hosted applications to cloud-based systems and now to a new emerging trend, technology deployed within the ecosystem of some of the largest software companies in the world like Salesforce, Amazon Webservices, Oracle and others. The “next big thing” could be offering applications within the approved, vetted infrastructure of large institutions and companies, a delivery model which better positions corporate law departments to leverage products within their own infrastructure. This enhances opportunities for legal departments to work more efficiently

$95.00Online Audio Add to Cart

Cannabis and Marijuana Tax Issues (11/06/2019)

Program Number: 29169 Presenter: Jennifer Benda, Esq.

This webinar will give background on tax issues faced by legal cannabis businesses. We will review the background of Section 280E, IRS guidance, IRS audits of cannabis businesses, and litigation involving how Section 280E applies to legal cannabis businesses. We will explore issues that have been resolved in the courts and issues that make determining tax liabilities of cannabis businesses and their owners a difficult task with a lot of uncertainty.

$95.00Online Audio Add to Cart