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Live Webcast Replay

ACPEN Signature: 2015 A Guide to Successfully Handling Tax Controversies


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
   37
Categories:
ACPEN Signature |  ACPEN Tax Institute |  IRS Approved |  Tax
Faculty:
Charles D. Lieser, CPA, JD |  Dan Snyder, JD, CPA |  James A. Smith, CPA, CGMA |  David R. Stubblefield, EA |  Larry Jones, JD |  C. Clinton Davis, CPA, JD
Course Levels:
Intermediate
Duration:
8 Hours
License:

Dates


Description

For many reasons, the IRS has become more aggressive in all areas. The slowly recovering economy, the pressure to enhance government funding, and their role in enforcing the Affordable Care Act have added extra urgency to the need to collect taxes and apply penalties as never before. This means that practitioners are going to have to be prepared, more than ever before, to defend their work and their clients. This ACPEN broadcast brings together a panel of experts who can take you through the process and help you respond to the IRS effectively, on behalf of your clients. The panel will include IRS representatives sharing their perspectives. The panel will give examples and strategies on how to effectively deal with the IRS in different areas.  Program Chairs: C. Clinton Davis, Jr., CPA, JD, Krage & Janvey, LLP, Dallas, TX Larry Jones, JD, Townsend & Jones, LLP, Dallas, TX Additional Confirmed Panelists: To be announced

 

Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

 

Basic Course Information

Learning Objectives

*Learn how to effectively represent your client before the IRS Appeals office, and when and how to get your client's case before the Appeals office
*Explore ways to effectively represent clients before the IRS
*Learn how best to handle audit issues
*Discuss ethical issues unique to the tax practitioner
*Review the best strategies for handling the trust fund recovery penalty
*Understand how Circular 230 affects the tax practitioner
*Discuss the interface between the IRS tax function and the ACA enforcement function for individuals and for businesses
*Dealing with the IRS Appeals Office
*Receive a comprehensive update on Criminal tax investigations
*Learn how to simplify the process and work with the Revenue Officer to obtain the results desired by the taxpayer
*Learn the ins and outs of practice before the Audit and Collections Divisions of the IRS


Major Subjects

*Representing Clients Before the IRS

*IRS Notices

*Audits

*Examinations

*Collections

*Appeals

*Going to Court

*Criminal Tax Issues


Course Materials

Faculty


Dan Snyder, JD, CPA Related Seminars and Products


Dan Snyder JD, CPA, is a principal in the firm of Dan Snyder & Associates, Inc., in Gainesville, Texas. Prior to this, he was the Manager of International Tax for Weaver, LLP, in Fort Worth, Texas. Dan has more than 30 years of tax and legal experience with 25 years in international tax, including corporate and individual issues. His practice emphasizes global restructuring and refinancing strategies; cross-border transactional planning and management; strategic re-sourcing of income and expenses; maximizing export tax incentives; expatriate income, gift and estate tax planning; and IRS audit controversy services . In addition, previously, Dan was the Chairman of the International Tax Committee of a global accounting firm. Among his professional memberships, Dan is a member of the Texas Society of Certified Public Accountants (TSCPA) and of the Chartered Institute of Taxation


James A. Smith, CPA, CGMA's Profile

James A. Smith, CPA, CGMA Related Seminars and Products

Managing Director

Smith, Jackson, Boyer & Bovard, PLLC


James A. (Jim) Smith, CPA, CGMA, serves as Managing Director of Smith, Jackson, Boyer & Bovard, PLLC, a Dallas Certified Public Accounting firm.  He practices extensively in tax compliance, planning and controversy representation for individuals and entrepreneurial businesses. He also is engaged in the preparation, compilation and review of financial statements; exit strategy planning for entrepreneurs; merger and acquisition planning and transactions; and forensic accounting and litigation services. 

Mr. Smith served as Chair of the Texas Society of CPAs (TSCPA) for the 2007-2008 year, and as a member of its Professional Standards and Federal Tax Policy Committees since their inception.  He served as a member of the AICPA Council 2007 through 2011 and from 2012 through 2015.  He also served as an appointed member of two of the AICPA’s key standard setting committees:  the Accounting and Review Services Committee from 2008 through 2011 and the Tax Practice Responsibilities Committee, 2014 to 2017.


David R. Stubblefield, EA Related Seminars and Products


David R. Stubblefield, EA, is the Tax Manager at the Dallas, Texas firm, Smith, Jackson, Boyer & Bovard, PLLC. He brings to the firm’s taxation department 38 years of diverse domestic and international federal taxation experience within the Internal Revenue Service. In addition to senior technical work, other positions held during his career with the IRS include; Chief, Examination Branch, Large Case Manager and Senior Regional Analyst. As a regional analyst he provided oversight and direction throughout an eight-state region over key programs that included; Coordinated Large Case Examinations, International, Insurance and the Industry Specialization Program. Dave served on two IRS Commissioner’s National Redesign Teams involved in the reorganization and modernization of the IRS. He was project manager on two national IRS initiatives relating to foreign owned businesses, the Maquiladora Industry Specialization Program and training for Large Case examination personnel. As the Dean of the IRS School of Taxation he led a group to modernize and upgrade the curriculum and methods of teaching and developing IRS Compliance personnel. Working with IRS Counsel and Examination personnel, Dave organized and directed a multitude of litigation strategies and initiatives involving various industries. These efforts resulted in key court decisions and identification of coordinated issues, having nationwide impact. Dave was active in the Service’s Taxpayer Education and outreach activities throughout his career. He developed new IRS training programs and made tax-related presentations to IRS personnel, major universities, foreign trade zones, State of Texas Department of Insurance and tax administrators from foreign countries. Dave joined the private CPA firm sector in December 2000 and is an Enrolled Agent certified to practice before the IRS in tax matters. He is active in tax planning and tax return preparation for individuals, corporations, partnerships and trusts that involve domestic and international clients. In addition he coordinates a substantial volume of IRS Issue Resolution cases, representing clients before the IRS involving audits, collection issues, offers-in-compromise and installment agreements. Since joining the private sector Dave has made presentations to various accounting and professional groups around the country and colleges and universities in the Dallas-Ft. Worth area. He has written published articles for the Journal of Accounting, Journal of Taxation, Tax Practice and The Tax Lawyer. Dave is a graduate of The University of Texas at Austin with a Bachelor of Business Administration in Accounting.


Larry Jones, JD Related Seminars and Products


Larry Jones, JD, advises and represents clients in IRS tax controversies which include audits, appeals, collections, criminal tax investigations, and civil and criminal tax litigation.  Larry Jones is committed to the excellence in the practice of law, and offers his clients timely, effective, and efficient personalized service. Prior to entering private practice, Larry was a Trial Attorney with the Tax Division of the United States Department of Justice.  During this time he received substantial trial experience in tax cases.  Larry represents taxpayers at all levels of the IRS, and in litigation against the IRS.   He is a partner in the law firm of Townsend & Jones, LLP, which has offices in Dallas and Houston.  In addition to his private practice, Larry is Director of the Federal Taxpayers Clinic and Small Business Clinic at the SMU Dedman School of Law and teaches Federal Tax Procedure and Taxation of Property Dispositions at the Law School.  Larry and his partner, Jack Townsend, are listed in Chambers USA: America's Leading Lawyers for Business, and have been selected as Texas Super Lawyers. Larry is a teacher, author, and recognized public speaker and authority on tax controversy matters, and how to effectively deal with the IRS.  Larry has developed, written, and taught courses for various professional organizations involving all aspects of the IRS including but not limited to audits, appeals, collections, and negotiating with the IRS. Larry is a member of the Advisory Board of the Journal of Tax Practice and Procedure published by CCH, and writes a column on examination issues for this publication.  Larry has published various articles on dealing with the IRS.  He has been a co-author of Guide to Dealing with the IRS published by Practitioners Publishing Company.


C. Clinton Davis, CPA, JD's Profile

C. Clinton Davis, CPA, JD Related Seminars and Products

Krage & Janvey, L.L.P.


C. Clinton Davis JR, is with the law firm of Krage & Janvey, LLP in downtown Dallas.  He graduated cum laude from the SMU Dedman School of Law in 1980 and first in his graduating class from Northwestern State University of Louisiana in 1977 with a Bachelor of Science in Accounting.  He was first licensed in Florida as an attorney in 1980 and then in Texas in 1982.  He has been a licensed CPA in Texas since 1980.  He has been Board Certified in Tax Law by the Texas Board of Legal Specialization since 1988.  He has been named as a Super Lawyer, a Top Attorney in Texas by Texas Monthly, one of the Best Lawyers in Dallas by D Magazine and a Top Rated Lawyer by the Dallas Morning News, all in the tax area. 

Clint has in the past been an author and discussion leader for numerous CPE courses for the Texas Society of CPAs. Clint also speaks before various bar associations and accounting conferences. and is a frequent presenter and moderator on the Accountants’ Continuing Professional Education Network.

Clint primarily represents high net worth individuals and closely held businesses with much of his time devoted to real estate tax planning, implementation of S corporation ESOPs, mergers and acquisitions and private foundations.

 


Additional Info

Basic Course Information

Advanced Preparation None
Course Developer Business Professionals' Network, Inc.
Designed For Public Practice
Prerequisites None
Yellow Book No

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Instructional Delivery Method Group Internet Based
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Reviews

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1

Overall:      4.5

Total Reviews: 37

Comments

Ying F

"a good course overall"

Lawrence M

"Was great"

Janet B

"The course and speakers were good. The code letters were messed up. The 3rd code didn't show up on the screen and the 4th letter showed up during the after-lunch-before afternoon break section. No letter showed up after the afternoon break. I had to call support. "