Tax Litigation Review and Update


Overview
This course offers students a unique opportunity to learn from two tax professionals as they share their expertise in a myriad of IRS practice and procedure subjects.  Both Stuart Sobel and Steven Mopsick retired from high-level positions with the Internal Revenue Service.  Since their retirement, they have practiced extensively in the private sector. Between them they have 90+ years of tax wisdom to share. 

This course focuses on the challenging subject of IRS tax litigation procedures.  Stuart and Steven’s wisdom can help you find answers to tax dilemmas when you are dealing with IRS tax litigation.  Steven has tried thousands of tax cases in his career and is an expert on the subject.

Objectives
Upon successful completion of this course, participants will be able to:

  • Advise clients about appeal procedures beyond the informal appeals process
  • Understand the differences between cases taken to tax court and those taken to district court
  • Avoid tax malpractice mistakes in client representation
Emphasis
  • Understanding the relationship between IRS Appeals and the District Counsel
  • How to keep a case off of the tax court calendar
  • Defaulter statutory notices and IRS requests for reconsideration
  • Navigating the US Tax Court
  • How to insure that IRS reads a tax practitioner’s documentation
  • Filing motions with the fax court
  • IRS staffing – litigation
Prerequisite
None
 
Preparation
No advance preparation required
 
Level of Knowledge
Basis
 
CPE Credit
1 Hour
 
Delivery Method  
Group Internet Based
 
NASBA Field of Study
Taxes

Author
Stuart Sobel