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W. Curtis Elliott, Jr.
Partner | Culp Elliott & Carpenter P.L.L.C.
Shannon Retzke Smith
Partner | Withers Bergman LLP
Michael Steffany
Senior Attorney | Withers Bergman LLP

What’s Shaping Tax Controversy in the US: Leading Issues Examined | On-Demand Webinar

Broadcast Date: Wednesday, October 11, 2023 | 12:00 PM – 1:30 PM ET

Tax controversy is as a major concern of businesses across industries primarily due to intensified scrutiny on tax avoidance practices. As the market rapidly evolves, tax disputes are becoming more prevalent both domestically and globally, posing significant challenges for multinational companies. These companies often find themselves entangled in tax disputes across different jurisdictions, placing a considerable strain on their resources.

In today’s ever-changing tax landscape, new sources of controversy continue to surface along with the stringent tax laws. This dynamic environment makes it more critical for businesses to be wary of their existing practices to mitigate tax controversies.

In a LIVE Webcast, a panel of thought leaders and practitioners assembled by The Knowledge Group will discuss the recent and significant tax controversies. The speakers will provide best approaches on how to effectively navigate the complexities of tax disputes and safeguard their financial stability.

Key Topics:

  • Top Tax Controversy Cases: Recent Trends
  • Impacts of Major Cases
  • Significant Issues and Challenges
  • How to Manage Tax Controversies
  • Best Strategies to Prevent and Resolve Disputes

Agenda:

W. Curtis Elliott, Jr., Partner
Culp Elliott & Carpenter P.L.L.C.

Shannon Retzke Smith, Partner
Withers Bergman LLP
&
Michael Steffany, Senior Attorney
Withers Bergman LLP

  • Additional funding on enforcement
  • Trends in audit rate Past/Present
  • Four top targets Slide:
    • Large partnerships
    • Large corps
    • High income individual
    • High net worth individuals
  • FBAR / HNW audits
  • Analytics to aid in audit selections
  • More details about expanded enforcement for large corporations
  • Employee Retention Credit Audit
  • Focus on Trusts
  • Focus on Conservation Easements
  • Focus on Micro Captives
  • Focus on Malta Pension
  • Focus on Puerto Rico residency audits
  • Tax Exempts
  • Cryptocurrency
  • Trends in State / Local Controversy
  • Focus on Monetized Installment Sales
  • Civil Tax Penalty Recent Developments – Whose Burden of Proof and Substantive Defenses
  • Other Hot Cases (If time permits)

Who Should Attend:

  • Tax Lawyers
  • Tax Consultants
  • Tax Accountants
  • Tax Managers
  • Tax Supervisors
  • Tax Compliance Officers
  • Tax Specialists/Analysts
  • Tax Supervisors
  • Tax Practitioners and Professionals
  • Controllers

Register for this course by clicking the “Take this Course” at the top of the page.

CLE Credit:

Course Level: Intermediate | Advance Preparation: Print and review course materials

Method of Presentation: On-Demand Webinar | Prerequisite: General knowledge of tax laws

Course Code: 1410616 | Total Credits: 1.5 CLE | 1.5 CPE (Not eligible for QAS (On-demand) CPE credit)

Instructions for Participating the Live Webinar

    • Please Register for the course by clicking the "take the course: button if you have not already registered.
    • Check Your Email – 24 hours before the webinar, you will receive an email with all necessary instructions, including access details and course materials. This information will also be posted here in this window when it is available.
    • Download Course Materials – Course materials will be available for download **24-48 hours before** the live webinar. Be sure to review them in advance. The Link to download is available by clicking the lesson tab.
    • Join the Webinar – Follow the instructions in the email to access the live broadcast at the scheduled time.
    • Note the Secret Words – During the webinar, secret words will be announced periodically. Please write them down.
    • Take the Quiz – After the webinar, click on the quiz link below and enter the secret words to complete the quiz.
    • Print Your Certificate – Upon completing the quiz, you will be able to print your Certificate of Attendance, which includes instructions on how to obtain CLE, CPE, or other applicable credits for the course.
    • On-Demand Access – The on-demand version of this course will be available 24-48 hours after the live webinar. If you miss the live presentation or need to review the content, you will have access to the on-demand version as an enrolled student. To access on-demand content, click the lesson and follow the instructions.
    • Support: If you have any questions, please refer to the email instructions or contact support: support@theknowledgegroup.zohodesk.com.