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Understand the types of IRS notices issued to taxpayers regarding identity theft and refund fraud prevention and discover best practices on how to help your clients respond.Speakers:Jack D’Ambrosio | IRS Wage & Investment Division’s Return Integrity & Compliance Services DivisionSharon Stetler, Senior Tax Analyst | IRS Wage & Investment Division’s Return Integrity & Compliance Services Michael J. Singer, CPA | Michael J. Singer & Co., PC
Gain insights and updates for the upcoming tax year filing season. Plus, discuss the hottest topics impacting audits and collections.
Speakers:Maribeth Oliver | Taxpayer Assistance Division, Individual Income Tax Technical Public Service Administrator, Illinois Department of RevenueHannah Ange | Audit Bureau, Sales Tax Assistant Division Manager, Illinois Department of RevenueWanda Dixon | Audit Bureau, Field Compliance Income Tax Assistant Division Manager, Illinois Department of RevenueShannon Fangmeier | Collections Bureau, Springfield Collection Enforcement Division Manager, Illinois Department of Revenue
Cover the latest developments in the exam process including the impact from the COVID-19 pandemic. Review best practices for dealing with and responding to Information Document Requests (IDRs) and the differences between LB&I and SB/SE.
Moderator:Jonathan E. Strouse, CPA, JD | Harrison & Held, LLP
Panel:Daniel R. Lauer | Director of Examination Midwest Area, Internal Revenue ServiceErik Anderson, Program Manager | Territory 2 (Chicago), Internal Revenue ServiceRobert Budney | Large Business & International Program Manager, Eastern Compliance – Territory 8 (Downers Grove), Internal Revenue Service
Learn what is changing, what is remaining the same, and what is new in IRS Collection now that COVID-19 restrictions are lifted. Review the status of IRS collections from top to bottom including notices to revenue officers knocking on doors again.
Speakers:David Preston, Senior Manager | IRS/SBSE/Field Collection, Internal Revenue ServiceStan Green, CPA | Larry J. Wolfe Ltd.
Get timely information on recent tax litigation decisions and how they can affect your practice. Discuss important tax issues currently proceeding through the courts and their potential implications.
Speaker:Theodore A. Sinars, JD | Madden, Jiganti, Moore & Sinars, LLP
Discover what’s new with the collection process, including the impact of COVID-19, taxpayers’ rights, new online filing for powers of attorney and the difference of collection at service centers versus in the field. Plus, go over the current challenges with the IRS appeal process and the difference between appeal exam and appeal collection.
Speakers:Jon Sustarich, Supervisory Appeals Officer | Independent Office of Appeals, Collection Appeals, Internal Revenue ServiceThomas Deane, Supervisory Appeals Officer | Independent Office of Appeals, Examination Appeals, Internal Revenue Service Larry Wolfe, CPA | Larry J. Wolfe, Ltd.
Review compliance requirements for U.S. citizens and residents with foreign financial assets. Cover the filing of FinCen Form 105, FinCen Form 114 and IRS Form 8938. Plus, discuss FBARs and Cryptocurrency post-FinCen Notice 2020-2.
Speaker:Harold Katz, CPA | Katz LLC
PLEASE NOTE: Printed materials will not be distributed
at this event. You will be notified via email when the ematerials are
ready to download.