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Tax Practice and Procedure Blunders That Can and Should Be Avoided

Benefits StatementDiscussion on inadvertent privilege waiver, failure to control the flow of information at an audit, missing critical deadlines, failure to provide appropriate and adequate refund claims when necessary, and other key procedural mistakes will be addressed.


Runtime: 90 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Do Not Inadvertently Waive a Privilege

  • Attorney/Client Privilege
  • Tax Practitioner Privilege

Examination of Tax Returns to Control the Flow of Information

Avoid Preparer Penalties

Don't Blow Critical Deadlines

  • 30-Day Letter
  • 90-Day Letter
  • Refund Claims

When and How to Make a Qualified Offer to Recover Certain Costs

Lay the Ground Work to Switch the Burden of Proof at Trial

The Need for Protective Refund Claim

Avoiding Interest in Employment Tax Cases

Update on Hot Practice and Procedure Issues

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on November 8, 2019.

Call 1-866-352-9540 for further credit information.

  • Enrolled Agents 1.0
     
  • This program qualifies for 1.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Michael G Goller

Michael G Goller

Reinhart Boerner Van Deuren S.C.

  • Shareholder and chair of Reinhart Boerner Van Deuren s.c.’s tax practice
  • Member of the firm’s litigation and corporate law practices
  • His practice focuses on tax controversy, tax litigation, and tax planning
  • The clients he represents include large, public corporations, mid-sized, privately held businesses and their owners
  • He handles a wide variety of tax-related issues, including complex income and estate and gift tax controversies
  • Represents clients involved in disputes with the IRS, the Department of Justice, and various other taxing authorities before the United States Tax Court, various federal district courts, the United States Court of Federal Claims, various state courts and the Seventh Circuit Court of Appeals
  • As an experienced tax attorney and tax litigator, he assists his clients in navigating the challenges associated with complex federal and state tax audits, disputes, administrative appeals, trials and subsequent appeals
  • Serves as a trusted advisor and legal strategist who is able to draw upon his vast knowledge and experience to offers unparalleled proficiency in his field, which is evidenced in his impressive track record of successfully trying cases to favorable settlements; clients appreciate that he has the personality of litigator with the expertise of a tax attorney and provides legal advice from this unique intersection
  • J.D. degree, cum laude, Marquette University Law School; B.S. degree in accounting, Marquette University
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 406728
Published 2019
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