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CARES ACT ENFORCEMENT: WHAT CAN WE EXPECT FROM THE IRS?
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TAXPAYER PENALTIES, PROMOTER PENALTIES AND FRAUD REFERRALS
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PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET
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UPDATES FROM IRS CHIEF COUNSEL AND INDEPENDENT OFFICE OF APPEALS
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UPDATES FROM HEAD OF IRS COLLECTION AND THE TAXPAYER ADVOCATE
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BEST IRA IDEAS IN 2020
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UNDERSTANDING PARTNERSHIP TAXATION: TYPES OF BASIS & CONTRIBUTIONS
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DOMESTIC TAX ISSUES FOR IMMIGRANTS & ALIENS
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PENALTY STANDARDS FOR THE TAXPAYER AND THE PREPARER
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2021 ANNUAL FEDERAL TAX SEASON UPDATE
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13th ANNUAL NYU TAX CONTROVERSY FORUM - DAY 1

Enroll for the entire two-day event and save 18%.

If you'd like to enroll for just day one or day two, click the link below for the day you wish to attend.
Cost $150.00
CPE Credits 6.0 hours
Subject Areas 4.0 - Taxes
1.0 - Ethics (Regulatory)
1.0 - Personnel/Human Resources
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Enroll for the entire two-day event here to save 18%.

The annual NYU School of Professional Studies Tax Controversy Forum features interactive presentations delivered by expert practitioners who cover a broad range of issues regarding tax audits and tax litigation at all levels.

Due to continued concerns regarding COVID-19, this year’s NYU Tax Controversy Forum will be produced remotely in a shortened format on Thursday and Friday, June 24 and 25, 2021.

This year’s NYU Tax Controversy Forum, in collaboration with CPAacademy.org, will feature updates on what the IRS is doing to enhance compliance through communication and enforcement. Panels will highlight the new IRS focus on intra-agency collaboration, new initiatives with respect to penalties and fraud referrals, and the IRS’s handling of tax collection challenges.

Tune in from your computer, at home, or the office, to hear from an exciting array of senior government representatives, including:


  • Charles P. Rettig, Commissioner, Internal Revenue Service

  • Nikole Flax, Commissioner, Large Business & International Division, Internal Revenue Service

  • James C. Lee, Chief, Criminal Investigation Division, Internal Revenue Service

  • Darren Guillot, Commissioner, Small Business/Self-Employed Division, Collection, Internal Revenue Service

  • De Lon Harris, Commissioner, Small Business/Self-Employed Division, Examination, Internal Revenue Service

  • Douglas W. O’Donnell, Deputy Commissioner for Services and Enforcement, Internal Revenue Service

Enroll for the entire two-day event here.

Enroll for just day two of the event here.

Click here to view the full conference agenda.

12:00 – 1:30 PM

A DAY IN THE LIFE: A ROUNDTABLE DISCUSSION WITH SENIOR IRS EXECUTIVES ABOUT IRS OPERATIONAL AND ENFORCEMENT PRIORITIES
The Internal Revenue Service is a dynamic organization that constantly seeks new ways to further its mission of helping taxpayers comply with the tax law. The past year has been even more challenging than most, forcing a change in work routines and additional responsibilities to implement various stimulus initiatives. In addition, recent proposals to dramatically increase the IRS budget will revitalize the IRS and support its modernization efforts. In this program, senior IRS executives discuss emerging compliance trends and how the IRS charts policy, makes decisions and works synergistically to address non-compliance.

Moderator:
Charles P. Rettig, Esq., Commissioner, Internal Revenue Service, Washington, DC
Panelists:
Kevin Q. McIver, Chief of Staff, Internal Revenue Service, Washington, DC
Douglas W. O’Donnell, CPA, Deputy Commissioner, Services and Enforcement, Internal Revenue Service, Washington, DC
William M. Paul, Esq., Acting Chief Counsel, Internal Revenue Service, Washington, DC
Drita Tonuzi, Esq., Deputy Chief Counsel (Operations), Internal Revenue Service, Washington, DC
Jeffrey Tribiano, Deputy Commissioner for Operations Support, Internal Revenue Service, Washington, DC

1:30 – 2:30 PM

ENSURING TAX ACCOUNTABILITY OF LARGE ENTITIES AND WEALTHY TAXPAYERS – CURRENT PRIORITIES AND FUTURE PLANS OF THE LARGE BUSINESS AND INTERNATIONAL DIVISION OF THE IRS
LB&I is responsible for tax administration for domestic and international businesses with US tax reporting requirements and assets of $10 million or more and the Global High Wealth and International Compliance programs. This is your chance to meet the new leadership of LB&I and hear about the current state of the compliance campaigns, partnership audit activity, the IRS-wide high-income initiative, implementation of the Taxpayer First Act, the International Compliance Assurance Program, and other topics of interest to domestic and multinational entities.

Moderator:
Sharon Katz-Pearlman, Esq., National Principal-in-Charge, Tax Controversy Services, KPMG, New York, NY; Global Head, Tax Dispute Resolution and Controversy, KPMG International
Panelists:
Jennifer L. Best, Esq., Director, Treaty & Transfer Pricing Operations Practice Area, Internal Revenue Service, Washington, DC
Nikole C. Flax, Esq., Commissioner, Large Business & International Division, Internal Revenue Service, Washington, DC
Holly Paz, Esq., Deputy Commissioner, Large Business and International Division, Internal Revenue Service, Washington, DC

3:00 – 4:00 PM
FOCUS ON TAX PRACTITIONERS: ETHICAL AND PENALTY ISSUES
Tax practitioners are the gatekeepers to the country’s tax system and are subject to standards and penalties designed to ensure that practitioners give taxpayers clear and impartial advice about complying with the tax law. The Office of Professional Responsibility is charged with enforcing these standards and penalties. In addition, the IRS recently established the office of Promoter Investigations to focus on practitioners who promote abusive tax transactions. This panel discusses tax practitioner standards and how the IRS enforces those standards.

Moderator:
Sandra R. Brown, Esq., Principal, Hochman, Salkin, Toscher & Perez, PC, Beverly Hills, CA
Panelists:
Jonathan R. Black, Esq., Associate, Caplin & Drysdale, Chartered, Washington, DC
Lois Deitrich, CPA, Acting Director, Office of Promoter Investigations, Small Business/Self-Employed Division, InternalRevenue Service, Washington, DC
Sharyn M. Fisk, Esq., Director, Office of Professional Responsibility, Internal Revenue Service, Washington, DC

4:00 – 5:00 PM

EQUITY, DIVERSITY, AND INCLUSION IN TAX PRACTICE
The United States has more than 150 million taxpayers reporting more than $11 trillion of adjusted gross income each year. This huge group of taxpayers is extremely diverse, and the IRS is constantly working to serve each taxpayer better. Did you know that the IRS has policies to provide access for taxpayers with limited English proficiency and to make reasonable accommodations for taxpayers with disabilities? In addition, the IRS is subject to laws regarding non-discrimination, civil rights, and equal opportunity. This program addresses issues around bias and discrimination in tax practice, including how to report discrimination by IRS or IRS partners, IRS rules regarding Limited English Proficiencytaxpayers, and what to do about preparers who take advantage of immigrant and Limited English Proficiency communities.

Moderator:
Frank Agostino, Esq., President, Agostino & Associates, PC, Hackensack, NJ
Panelists:
Keisha Clark-Proctor, Associate Director, Civil Rights Unit, Equity, Diversity, and Inclusion Office, Internal Revenue Service, Washington, DC
Valerie A. Gunter, Chief Diversity Officer, Equity, Diversity, and Inclusion Office, Internal Revenue Service, Washington, DC


5:00 – 6:00 PM

TIPS FOR HANDLING AUDITS OF PASS-THROUGH ENTITIES UNDER THE CENTRALIZED PARTNERSHIP AUDIT REGIME
The use of partnerships and other flow-through structures has continued to expand and now accounts for over 50% of all net business income in the United States. With a growing consensus around increased funding for the IRS, a significant uptick in partnership examination activity is expected, focusing mainly on complex ownership arrangements, cross-border activities, and structured transactions. For most, these examinations will be conducted under the new centralized partnership audit regime. However, for partnerships that elect out of the centralized audit regime, the IRS will have to audit, assess, and collect from individual partners. This panel discusses practical topics such as how the IRS links partnership and partner cases in its systems, IRS’ challenges in obtaining statute extensions from all partners, the potential for inconsistent results, and strategies for representing partnerships that have opted out of the centralized audit regime.

Moderator:
Michael J. Desmond, Esq., Partner, Gibson, Dunn & Crutcher, Los Angeles, CA
Panelists:
Megan L. Brackney, Esq., Partner, Kostelanetz & Fink, New York, NY
Rochelle Hodes, Esq., Principal, Washington National Tax, Crowe, Washington, DC
Holly Paz, Esq., Deputy Commissioner, Large Business and InternationalDivision, Internal Revenue Service, Washington, DC

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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About Our Presenter

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For nearly 85 years, the NYU School of Professional Studies has been a deeply respected institution of higher education grounded in applied learning. It has served as a source of empowerment for individuals from NYC, across the country, and worldwide who aspire to become the next generation of leaders and innovators of industry.

Throughout its rich history, NYUSPS has met the needs of the students and the professional communities it serves. From its early years of training returning World War II veterans to fulfill the nation’s urgent need for skilled technical workers, it has evolved into a professional education powerhouse that offers 19 graduate degrees, 13 bachelor’s degrees, four associate’s degrees, and a plethora of non-degree courses