eLearning

Tools, Strategies, and Techniques for Successfully Resolving IRS Audits – Audit Preparation and Information Gathering

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DESCRIPTION

Experienced federal tax controversy lawyers will share strategies, stories, and best practices for preparing, managing, closing and resolving federal audits. Some of the areas they will discuss include: thinking strategically; document preservation; gathering, managing, and responding to requests for information; summonses; managing the statutes of limitations; privilege disputes; and e-discovery.

This new practical webinar from Bloomberg BNA, presented by Robin Greenhouse and Kevin Spencer, provides practitioners with valuable tools and insights into the ever-evolving IRS audit. The presenters will provide a special emphasis on the topics discussed in their BNA Portfolio 625, Obtaining Information from the Government -- Disclosure Statutes.

During this practical webinar, Ms. Greenhouse and Mr. Spencer will discuss:
• Scheduling UTP Updates;
• Best Practices to Prepare for An Audit;
• Examination Information Gathering;
• The Ins and Outs of Information Document Requests;
• International Information Gathering;
• Administrative Summonses;
• Best Practices to Resolve Issues During An Audit;
• IRS Interviews and Tours;
• Privilege – Attorney Client, Work Product, and Tax Advisor;
• Managing the Statute of Limitations; and
• Best Practices to Close and Resolve An Audit.

Educational Objectives:
• Identify the significance and role of Schedule UTP in the audit process;
• Determine the procedures and processes of a typical federal tax audit;
• Develop strategies to respond to audits and the information gathering process; and
• Recognize techniques to preserve and expand privilege.

SPEAKERS

ROBIN GREENHOUSE, J.D, MCDERMOTT WILL & EMERY LLP

Robin Greenhouse, J.D., is a partner in the law firm of McDermott Will & Emery LLP and is based in Washington, D.C.   Robin represents multinational clients in resolving complex federal tax controversies through dispute resolution techniques including Fast Track Mediation, Pre-Filing Agreements, IRS Appeals and Post-Appeals Mediation.  Over her 30 year career as a government and private litigator, she has handled more than 100 cases in the United States Tax Court, United States District Courts, United States Courts of Appeals, United States Court of Federal Claims and United States Bankruptcy Courts.

Robin has the honor of being the second woman to serve as Chair of the Court Procedure and Practice Committee of the American Bar Association Section of Taxation.  She also recently served as ABA Tax Section Chair of the Committee on Appointments to the Tax Court.  

Robin is a recognized authority on attorney-client privilege, work product and tax practitioner privileges, and speaks and writes frequently on matters relating to tax litigation issues.  She is a co-author of the Bloomberg BNA Portfolio 625, Obtaining Information from the Government -- Disclosure Statutes.


KEVIN SPENCER, J.D., LL.M., MCDERMOTT WILL & EMERY LLP

Kevin Spencer, J.D., LL.M., is a partner in the law firm of McDermott Will & Emery LLP and is based in Washington, D.C.  His practice focuses on tax controversy and litigation issues.  Kevin represents clients in disputes before the U.S. Tax Court, U.S. District Courts, U.S. Circuit Courts of Appeals, the Internal Revenue Service Appeals and Examination Divisions, and the Internal Revenue Service National Office.  

From 2002 to 2004, Kevin clerked for the Honorable Robert P. Ruwe of the U.S. Tax Court.  Before becoming a tax lawyer, Kevin practiced general commercial litigation for five years with a small, boutique law firm in Miami, Florida.  

Kevin is a frequent writer and lecturer on tax controversy and litigation issues.  He is a co-author of the Bloomberg BNA Portfolio 625, Obtaining Information from the Government -- Disclosure Statutes.