IRS Representation Study Group
Time: 4:00 – 5:00 pm EST
Member Cost: FREE or $10 for CPE/(M)CLE Credit
Non- Member Cost: $62.50 per session
Moderated by: E. Martin Davidoff, Esq., CPA
Special Note for March 29th Study Group: At the beginning of this particular Study Group, we will exchange tax season experiences for those dealing with unusual or systemic filing issues. Thereafter (or if there is none), we will focus on the usual IRS Representation topics of the Study Group.
The IRS Representation Study Group will bring practitioners together to share their expertise. Mr. Davidoff will act at the Moderator and not a lecturer. The programs will, generally, focus on IRS Representation other than litigation. Issues being discussed at the programs have and will include the following topics:
· Collection Due Process Hearings
· Collection Alternatives
· General Rules of Engagement when dealing w/IRS.
· Avoiding Liens
· Dealing with the High Dollar Units
· FOIA Claims
· Engaging Clients
· What's new in Offers....Allowable Expenses
· Appeals
· Powers of Attorney and 8821s
· Installment Agreements
· Completion of forms 433-A/433-F
· Conducting Examinations
· Innocent Spouse
Of course, not all topics will be discussed during any single session.
The Website contains three sets of materials that will be used as reference materials for this and subsequent program.
Moderator Note:
This is NOT a traditional study group wherein the moderator will be lecturing throughout. Rather, this is a study group about representing taxpayers before the IRS and we hope to bring the experiences of many of the participants to bear for each other’s benefit, while mentoring less experienced practitioners on the call. “War Stories” are encouraged as are frank discussions regarding approaches to cases. As the moderator, I view my role as guiding the discussion efficiently through a variety of topics and having material to jump-start discussions. If you have a topic you would like to provide expertise or secure frank comments from your peers, I encourage you to provide me an e-mail me at emd@taxattorneycpa.com at least three days prior to the program.
The materials provided are for reference only during the call. They provide a broad array of sample forms and information that may be referred to as appropriate during the Study Group discussions.
E. Martin Davidoff, Marty, is a CPA and a tax attorney with an office in Dayton, New Jersey. He is licensed to practice both professions in New York and New Jersey and is active in many associations. Marty is the founder and Chairperson of the IRS Tax Liaison Committee of the American Association of Attorney-Certified Public Accountants (AAA-CPA). As such, he currently meets regularly with the IRS on a national level working side by side with tax professionals from other national organizations. Marty also served on the Executive Committee of the AAA-CPA as its President during his 2008-2009 term. In naming him as one of “America’s Top 100 Most Influential People in Accounting” for 2004, 2005, 2006, 2007, 2008, 2009 and 20010 Accounting Today cited his work with the AAA-CPA. CPA Magazine has also chosen Mr. Davidoff as one of the Top 50 IRS Practitioners of 2008. Marty received his undergraduate degree from MIT, an MBA from Boston University Graduate School of Management, and a JD from the Washington University School of Law. He is a frequent lecturer and author on tax topics.