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Overview

8.0 Credits
IN-PERSON

We are excited to announce that our Federal Taxation Committee has revitalized this annual conference, which will review federal tax updates and topics. Download the conference brochure.

Sessions

Please select the appropriate session or option below to continue with your online purchase.

Thursday, December 19, 2019

General Sessions

Presented by: Eric L. Green, Esq. - Partner at Green & Sklarz LLC

 

 

Join Attorney Eric Green for our opening session where he will walk our attendees through the IRS enforcement process.  Attorney Green will cover IRS Examinations, Collections and Criminal Investigations, everything from opening exam letter to the client’s sentencing in federal district court.  Attendees will receive a thorough understanding of the civil and criminal process, so they understand how it works, and where the opportunities are to help your clients with the IRS and save them from themselves.

Presented by: Joe McCarthy - Senior Stakeholder Liaison, Stakeholder Liaison Field Division of the Internal Revenue Service

 

Joe McCarthy will discuss a variety of tax topics that can impact your practice. The topics include:


• New rules for obtaining tax transcripts
• Using the Practitioner Priority Service
• IRS Subscription Services – free IRS email services 
• Issue Management Resolution System
• EFTPS – Electronic Federal Tax Payment System
• IRS Direct Pay
• Data Security

More info coming soon

 

Presented by: Matt McLaughlin - Appeals Team Manager, Collection Appeals, Internal Revenue Service

 

Matt McLaughlin will guide you through the IRS appeals process, including how long a typical case takes, common issues seen in appeals and some misconceptions regarding the appeals process. For example: appeals is not a place to raise new issues or present new documentary evidence. Matt will also discuss the types of documentation and testimony appeals officers are looking for when reviewing cases and some common mistakes representatives make when appealing cases.

 

Presented by:  Alisa Lebovitz - Local Taxpayer Advocate, Taxpayer Advocate Service

 

The Local Taxpayer Advocate Alisa Lebovitz will guide you through the Taxpayer Advocate Service (TAS) process including the types of cases that can be worked on by the Taxpayer Advocate and the types of cases currently being worked in Connecticut. In addition, Alisa will discuss other Taxpayer Advocate topics such as staffing levels, balancing workloads between TAS offices, the mission of the Taxpayer Advocate and its annual Report to Congress. Find out what is going on in the Taxpayer Advocate’s office both locally and on a national level.

Panel Discussion - Speaker info coming soon

The panel will discuss the areas that were beneficial to their clients in the new tax act, they will also discuss the areas that were detrimental. They will also discuss anything they believe may have been unintended consequences of the new legislation. They will also open up to questions from the audience.

Materials Option

How would you like to receive your course materials?:

Your registration fee includes an electronic copy of the course manual. Your eMaterials will be available for download in the "My CPE" area of the website one week before the program date. Please note: Program cancellations will not be allowed once you have downloaded your eMaterials from the website. Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

We will print a manual and provide it to you at registration the morning of the program.

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Attendance at any CTCPA programs or events constitutes an agreement that any photographs or video taken during the event can be used on the Society's website, social media and in any future online or printed materials for the CT Society of CPAs.