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Hot Topics in Federal Tax Controversy: A Year-End Update

HOT TOPICS IN FEDERAL TAX CONTROVERSY: A YEAR-END UPDATE

Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 12, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join tax controversy attorneys Meeren Amin, Brian Bernhardt, Kristy Caron, and Matthew Lee of Fox Rothschild LLP for a webinar examining the IRS’ focus throughout 2024 and exploring what individuals and businesses should anticipate next year. Topics covered during this presentation will include recent tax litigation developments, complex partnerships and high-net-worth individuals, promoter investigations, the Employee Retention Tax Credit (ERTC), cryptocurrency, international information reporting, jeopardy assessments, captive insurance, conservation easements, energy credits, monetized installment sales, and updates on the IRS Criminal Investigation Division and Justice Department Tax Division.

Learning Objectives:


  • Recognize recent hot topics in federal tax enforcement

  • Evaluate current and future IRS enforcement priorities

  • Outline the latest developments in federal tax litigation

  • Evaluate the current state of Employee Retention Tax Credit claims

  • Identify updated IRS-Criminal Investigation Division priorities

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Matthew D. Lee is a partner at the law firm of Fox Rothschild LLP in Philadelphia.  He is co-chair of the firm's White-Collar Criminal Defense & Regulatory Compliance practice group and maintains an extensive tax controversy practice.  Mr. Lee regularly represents individuals and businesses in criminal and civil tax matters, including criminal tax investigations, prosecutions, and proceedings before the Internal Revenue Service, such as audits, appeals, and collection matters.

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Meeren is experienced at helping clients navigate federal examinations, as well as IRS tax appeals, including matters involving captive insurance, partnership taxation issues, changes in accounting methods, tax equity transactions, foreign information reporting and penalties, renewable energy credits, reasonable compensation, hobby loss, real estate transactions, research and development credits, exempt organization issues and promoter investigations.

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Brian is a seasoned trial attorney who is skilled at both defending clients in federal tax controversies and arguing precedent-setting appeals in the state courts of North Carolina.

A former trial attorney with the Internal Revenue Service, Brian has represented clients on tax matters before the IRS, the Department of Justice Tax Division, the U.S. Tax Court, the U.S. Court of Federal Claims and multiple U.S. District Courts. He has deep knowledge of the rules, policies, and procedures necessary to handle federal tax disputes and is well-versed in the Internal Revenue Code. This potent combination puts him in an excellent position to successfully resolve a broad range of federal tax disputes for his clients, including matters such as audit examinations, administrative appeals, tax shelter transactions, conservation easement investigations, foreign bank account and asset disclosures, trust fund investigations, and penalty assessments.

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Kristy has a diverse practice in which she provides strategic advice to individuals and businesses on corporate, tax and real estate matters. 

She has significant experience in structuring and assessing the tax benefits and risks of real estate and other investment transactions, advising on corporate governance and organizational matters, and representing individuals and entities in state and federal tax examination and litigation proceedings. Kristy is particularly well-versed in tax credits and charitable land donations.

About Our Presenter

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Fox Rothschild LLP is a national law firm with more than 950 attorneys in 27 locations across the United States serving businesses of all sizes as well as individuals. Clients come to Fox because our attorneys understand their issues, their priorities, and the way they think. At Fox, our attorneys care about your success as much as you do.