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IRS Notices and Why They Matter: Critical Information for Tax Professionals

IRS NOTICES AND WHY THEY MATTER: CRITICAL INFORMATION FOR TAX PROFESSIONALS

Cost Free
Presentation Length 1.0 hour

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

In this expert webinar, leading IRS Representation expert, Eric Green, Esq., will unveil everything you need to know about critical IRS Notices. Learn how to avoid costly malpractice suits by defending your firm from the start with fool-proof engagements, precise documentation, and proper handling of IRS Notices for your clients. Final Notices of Intent, Notices of Tax Lien Filing, Notices of Deficiency, etc. are all critical statutory forms that create legal deadlines. Eric will provide you with the knowledge and tools to respond to these notices like a pro and avoid costly mishaps. You will learn how to prepare your firm with these essential strategies.

Learning Objectives:


  • Outline how to avoid malpractice claims with Engagement Letters and proper documentation

  • List strategies to identify critical IRS Correspondence for your clients

  • Summarize tips for responding to each form of IRS Notice, such as Notices of Deficiency and Tax Lien Filing

  • Determine how to leverage IRS Notice proposal templates crafted by Eric himself to protect yourself and your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Eric is a partner in Green & Sklarz LLC, a boutique tax firm with Connecticut and New York offices. The focus of Attorney Eric L. Green's practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service, and state Departments of Revenue Services. His practice also handles probate matters and estate planning for individuals and business owners, and tax planning for closely-held businesses. He is a frequent lecturer on tax topics for CCH, the NAEA, the NATP, the ABA Tax Section, and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He is the author of The Accountant's Guide to IRS Collection (available www.tgpublish.com), and he is a columnist for CCH's Journal of Practice & Procedure. He is also the founder of The New England IRS Representation Conference. Mr. Green is a contributing author for Advocating for Low-Income Taxpayers: A Clinical Studies Casebook, 3rd Edition, and has also been quoted in The Wall Street Journal, USA Today, Consumer Reports, The Wall Street Journal's Market Watch, TheStreet.com, and CreditCard.com. Before practicing law Attorney Green served as a senior tax consultant for KPMG and Deloitte & Touche. Attorney Green was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association's Closely Held Businesses Tax Committee. Attorney Green is the current Chair of the Executive Committee of the Connecticut Bar Association's Tax Section. Eric is a Fellow of the American College of Tax Counsel ("ACTC") and a Connecticut, Massachusetts, New York, and American Bar Association member. He is admitted to practice in Massachusetts, New York, and Connecticut Superior Courts, as well as the United States Tax Court, the Federal Court of Claims, and the Federal District Court for Connecticut. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honor graduate from New England School of Law. He earned a Masters of Laws in Taxation (LL.M.) from Boston University School of Law.


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Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning, and helping people accept change.

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