Broadcast Date: Wednesday, February 12, 2025
from 12:00 pm to 1:00 pm (ET)

Overview:

As tax laws continue to evolve, navigating the complexities of tax controversies has become increasingly critical for businesses and individuals alike. The ever-changing regulatory landscape presents new challenges that require a thorough understanding of both the legal and strategic aspects of tax disputes. The year 2025 is expected to bring significant changes and updates in tax law, including the introduction of new IRS audit campaigns and hot exam topics, making it essential for tax professionals to stay ahead of emerging trends and issues.

In this CLE Webcast, W. Curtis Elliott, Jr. of Culp Elliott & Carpenter P.L.L.C. and Alan Goldenberg JD, MBA, LL.M of Anchin will provide an in-depth discussion of the latest developments in tax controversy. They will analyze the key challenges and strategies for resolving tax disputes in 2025. They will also examine significant case rulings, regulatory updates, and new IRS initiatives that are expected to impact tax litigation and compliance.

Key topics include:

  • Emerging trends in tax enforcement and compliance for 2025
  • Key case rulings and their implications for taxpayers
  • Strategies for effectively managing tax audits and disputes
  • Insights into the IRS’s evolving priorities, including audit campaigns and hot exam topics, and how to address them
  • Practical tips for navigating international tax controversies

Learning Objectives:

  • Explore recent IRS enforcement budget issues and their impact on tax collection and policy priorities.
  • Gain an understanding of monetized installment sales and recent civil tax penalty trends affecting compliance.
  • Examine IRS approaches to high-net-worth audits and complex partnership examinations, along with strategies for managing these audits.
  • Review the use of artificial intelligence by the IRS and gain practical tips for handling state and local tax controversies and employment tax scrutiny.

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-Demand Webcast; Group-Internet Based

 

NASBA Field of Study:

Taxes – Technical

 

Prerequisite:

General knowledge of tax laws

 

Course Code:

1411369

 

Total Credit:

CPE Credit:

1.0 CPE (Not eligible for QAS (On-demand) CPE credit)

CLE Credit:

CA CLE 1.00 General - Approved Until: 2/12/2027

PA CLE 1.00 General - Approved Until: 2/12/2027

VT CLE 1:00 General - Approved Until: 12/31/2026

NJ CLE 1:00 General - Credits through Reciprocity

NY CLE 1:00 Areas of Professional Practice - Credits through Reciprocity

AR CLE 1:00 General - Credits through Reciprocity

CT CLE 1:00 General - Credits through Reciprocity

NH CLE 1.00 General – Meets the requirements of NH Supreme Court Rule 53

MO CLE 1.00 General - Approved Until: 2/12/2025

 

Pending CLE Application:

GA, TN, WI

 

Self-Apply:

AL, CO, DE, FL, ID, IL, IN, IO, KS, KY, LA, NC, ME, MN, MS, MT, NE, NV, NM, ND, OH, OK, OR, SC, TX, UT, VA, WA, WV, WY

 

If you’d like us to apply for CLE, you may opt to pay the CLE processing fee here.

 

No MCLE Requirements:

DC, MD, MA, MI, SD

 

Not Eligible for CLE:

AK, AZ, HA

Speaker Panel:

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

Curtis Elliott is one of the leading tax litigators in the United States. He has over 30 years of experience litigating civil and criminal tax cases, including IRS audits and appeals, and grand jury proceedings. He has extensive courtroom trial experience in the U.S. Tax Court, the Federal District Courts and state courts. His tax advocacy has resolved some of the most complex, high-stakes tax cases for clients. Mr. Elliott’s clients include Fortune 500 companies, entrepreneurial companies, estates, and individuals. He works closely with co-counsel and CPA firms. Mr. Elliott is a Fellow in the American College of Tax Counsel and is very active in the ABA Section of Taxation. He speaks at conferences across the country on tax dispute topics.

Alan Goldenberg JD, MBA, LL.M, Tax Principal, Leader - State and Local Tax and Tax Controversy
Anchin

Alan Goldenberg is a Principal and Leader of the State and Local Tax and Tax Controversy groups at Anchin. He brings more than 20 years of experience in tax, accounting and law matters such as representing taxpayers before the IRS, state and local tax authorities. His specialties include IRS practice and procedure, state and local taxation, tax research and drafting documentation, unclaimed property, nexus evaluation, employee and independent contractor determination, and tax amnesty and voluntary disclosure.

Agenda:

Segment 1:

W. Curtis Elliott, Jr., Partner

Culp Elliott & Carpenter P.L.L.C.

  • Recent IRS Enforcement Budget Issues
  • Monetized Installment Sales
  • Recent Civil Tax Penalty Issues
  • New Voluntary Disclosure Standards

Segment 2:

Alan Goldenberg JD, MBA, LL.M, Tax Principal, Leader - State and Local Tax and Tax Controversy

Anchin

  • High Net Worth audits
  • Complex partnership examinations
  • Employment tax scrutiny
  • International Information Reporting
  • Use of Artificial Intelligence by the IRS
  • Practice tips and insights

Date & Time:

Wednesday, February 12, 2025

12:00 pm to 1:00 pm (ET)

Who Should Attend:

  • Tax Attorneys
  • Tax Professionals
  • Accountants
  • Financial Analysts
  • Business Owners & Executives

SPEAKERS

W. Curtis Elliott, Jr.Partner
Culp Elliott & Carpenter P.L.L.C.
Alan Goldenberg JD, MBA, LL.MTax Principal, Leader - State and Local Tax and Tax Controversy
Anchin

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