Essential Tax Topics – What You Need to Know Before April 15
Category: On Demand
Member Price: $200
Non-Member Price: $250
Product Code: ON008826
Areas of Law: Taxation
CLE Credits
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.5 hours of total CLE credit (Full Credits Available: NJ General: 4.5). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 4.5 |
| PA CLE: | PA Substantive Credit: 3.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Faculty
Keynote
Moderator
- E. Martin Davidoff, CPA, Esq.
- Co-Partner in Charge, National Tax Controversy
Davidoff Tax Law, LLC / Prager Metis CPAs LLC, 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 - Guy Esposito
- Territory Manager, IRS Civil Enforcement and Support Operations (CEASO)
- Alison Gadoua, EA
- Davidoff Tax Law, LLC / Prager Metis CPAs LLC, Cranbury
- Lance E. Rothenberg, Esq., LLM
- Rothenberg Tax Law, LLC, Morristown
- Dale Wisniewski
- Supervisory Revenue Officer, IRS Civil Enforcement and Support Operations (CEASO)
This program focuses on the vital issues of how to help your clients avoid financial and reputational damage caused by avoidable tax planning and reporting mistakes.
A stellar panel of IRS revenue officers, tax attorneys and CPA’s will provide essential information on these major issues: how to handle notices from the IRS requiring action, how to sell real estate subject to tax liens, an update on important US Tax Court developments, and common but costly and damaging mistakes to avoid.
Whether you're a tax advisor, legal expert, or business leader, this session will equip you with the insights and tools needed to avoid costly missteps, safeguard your clients or organization, and navigate today’s evolving tax environment with clarity and confidence.
Topics include:
- Notices from the IRS requiring action: 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.
- Selling real estate subject to IRS tax liens: Your client is ready to sell a property, but it has IRS tax liens. Are you prepared to advise your client with updated strategies and options? This section of the program will provide an overview of the IRS lien processes including IRS lien releases, discharges, and withdrawals with input directly from two current IRS leaders. Learn how to transfer properties with IRS liens without satisfying an IRS tax lien. The panel will share practical information including case scenarios.
- United States Tax Court developments: Dive into recent case rulings, key procedural rule changes, and cutting-edge technology enhancements impacting tax litigation. Ideal for attorneys and tax professionals aiming to navigate the evolving landscape.
- Common mistakes to avoid: Tax compliance and representation is more than just checking boxes – it’s a strategic process that, if mishandled, can lead to costly consequences. Be best positioned for the 2025 filing season and for important 2026 considerations. In this section, we’ll demystify the complexities of today’s tax landscape, spotlighting hidden implications that extend far beyond basic filing requirements and reporting. With constant changes to federal and state tax legislation (i.e., the One Big Beautiful Bill Act, RMDs under Secure Act, Divorce Issues & Alimony Revisions, Passport Revocations), even well-intentioned actions can trigger unexpected tax issues.
Through real-world examples and practical guidance, they will explore how common missteps, from overlooked elections, misunderstood filing statuses, and ignoring tax notices to reporting errors, can escalate into significant problems. Attendees will leave with practical tools to identify risks early, respond effectively to tax authorities, and avoid compounding mistakes.
Key Takeaways
- Identify common pitfalls under recent legislation and learn how to proactively mitigate them
- Apply best practices for reviewing IRS notices and state assessments
- Avoid common errors that may lead to penalties or audits
- Respond strategically to inquiries from tax authorities
- Leverage documentation, transparency, and timing to resolve tax controversies effectively