Hot Topics in Tax – What You Need to Know before April 15th
Date: Feb 27, 2026 9:00 a.m. – 12:00 p.m.
Location: New Jersey Law Center, New Brunswick, and Online
Member Price: $159.00
Non-Member Price: $199.00
Section Price: $0.00
Areas of Law: Taxation
Earn up to 3.3 credits! (More Information)
Keynote
Moderator
- E. Martin Davidoff, CPA, Esq.
- Co-Partner in Charge, National Tax Controversy
Davidoff Tax Law, Cranbury
Presenters
- Frank Agostino, Esq.
- Kostelanetz, LLP, Hackensack
- Robbin E. Caruso, CPA, CGMA
- Co-Partner in Charge, National Tax Controversy
Davidoff Tax Law, LLC / Prager Metis CPAs LLC, Cranbury
Does 2026 have you feeling taxed? Join us for a program that will put yours and your clients’ minds at ease!
When the festivities of 2025 are in the rear-view mirror, it will be time to look ahead for 2026 and, with it, how to properly represent your clients who have received notices from the IRS. It is the perfect time to look at some hot topics in taxation that will help you be aware of some of the most important latest changes and help you avoid mistakes that will be costly, embarrassing or both.
The topics are:
- Notice of tax deficiency from the IRS: This represents some of the most treacherous compliance minefields facing tax professionals and their clients today. In the current enforcement environment, where the IRS leverages advanced analytics such as AI, automation, and evolving procedural rules, even minor missteps can trigger permanent financial damage to your client. This section will analyze the life of unanticipated IRS problems from proposed assessments through the IRS collection cycle and guide participants through the landmines that should never be ignored by clients and practitioners but often are such as Substitutes for Returns, Notices of Deficiency and CP2000s.
- The use of AI in tax preparation and filing: Not surprisingly, there are many pitfalls when using AI. Errors in algorithms or user input can lead to incorrect tax returns, which can result in penalties, fines, or even audits. AI also lacks the nuanced judgment that tax professionals possess. This can be a major limitation when it comes to interpreting complex tax laws or understanding the context behind specific financial situations. As with all AI, there are security and confidentiality risks as well. This section will review the proper use of AI in tax so that you or your client can avoid these unsettling errors.
- Common mistakes to avoid: This will be a review of the most common errors. It will include avoiding late filing and late-payment penalties, tax Issues related to divorced individuals (i.e. tax credits related to children, filing status, and alimony revisions), what is a superseded return and how it can be helpful to individuals and some little known but important OB3 changes impacting 2025 returns and 2026.
- Selling real estate subject to tax liens: this will be an overview of the IRS lien processes including IRS lien releases, discharges, and withdrawals. Learn how to transfer properties with IRS liens without satisfying an IRS tax lien. We’ll share practical information including case scenarios that include both IRS and practitioner.
Wishing you many happy returns!
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