Stay updated on critical tax and ethics issues, including IRS changes, Supreme Court rulings, and strategies for high-net-worth client representation.
Many practitioners recognize that the IRS and various state taxing authorities view the administrative regulations as mandatory and binding. However, recent court cases, including the Supreme Court’s decision in Loper Bright et al., has changed the landscape. Further, with the increase in IRS funding and expected increase in high net worth audits, representing clients that have high net worths has become a more significant and more challenging process.
This program includes a discussion of timely tax and ethics issues that the tax practitioner needs to be made aware of. An update on ‘hot’ IRS practice, procedure and ethics issues, including the impact of the U.S. Supreme Court’s decision in Loper Bright; and ethical and practical blunders and mistakes practitioners should avoid.
Learning Objectives
- You will be able to recognize how to deal with high net worth audits and navigate the challenges associated with those audits; when an IRS regulation is binding and when the taxpayer’s ability to challenge the regulation.
- You will be able to explain what IRS regulations mean after Loper Bright.
- You will be able to review and spot ethical issues and concerns.
- You will be able to discuss how to plan for high net worth clients and family office planning.
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Why Lorman?
Over 37 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
| What Do IRS Regulations Mean After Loper Bright? | |
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| High Net Worth Audits | |
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| Employment Tax and Form 941 Audits | |
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| Hot Issues | |
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Credit
More Program Information
Why Lorman?
Over 37 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
Live Webinar Registration
CPE 1.8 including Taxes 1.8
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for accountants, CPAs, CFOs, controllers, tax managers, tax preparers, presidents, vice presidents, bookkeepers, accounts payable professionals, finance directors.
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Why Lorman?
Over 37 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
Reinhart Boerner Van Deuren S.C.
- Shareholder in Reinhart’s Corporate and Tax Department and served as the Tax Department Chair for over 10 years
- Over 30 years of experience with practice focusing on tax controversy, tax litigation, and tax planning
- Represents clients involved in complex disputes with the IRS, the U.S. Department of Justice and various other authorities and has an impressive track record of favorable settlements Writer and speaker on a variety of tax controversy, litigation, and planning topics
- Faculty member at the University of Wisconsin-Milwaukee’s Lubar School of Business and teaches Tax Practice and Procedure in the Graduate Tax Program
- Named ‘Lawyer of the Year,’ Best Lawyers’ 2014 Milwaukee Litigation & Controversy Law-Tax, Best Lawyers in America, and selected for inclusion in Wisconsin Super Lawyers
- J.D. Degree, cum laude, Marquette University Law School; B.S. Degree in accounting, Marquette University
- Can be contacted at [email protected] or 414-298-8336
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Why Lorman?
Over 37 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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