CPE Webinar

IRS and Tax Controversy Mid-Year Update

June 27, 2019

Overview

Please join this webinar to hear the Cherry Bekaert Federal Tax Controversy team highlight IRS activity over the last several months. The IRS and its Chief Counsel have issued more than 80 forms of guidance for provisions of the Tax Cuts and Jobs Act of 2017 since it was signed into law. The Large Business and International (LB&I) Division announced additional audit/issue campaigns. The IRS is still testing its exam appeals processes. Tax Courts considered IRS procedures to assess penalties, and the IRS announced new processes to protect taxpayer information. This is just a sample of the activities you will want to keep in mind for your business, your investors and your personal tax returns.

Learning Objectives

  • Identify the new audit campaign issues from LB&I
  • Update IRS position to include examination personnel in Appeals meetings
  • Know key question to ask when the IRS asserts penalties
  • Address guidance issued for implementing the Tax Cuts and Jobs Act of 2017.

Speakers

Anne Oliver, JD, LLM

Director, Specialty Tax Services
Cherry Bekaert LLP

David M. McCallum, JD, LLM

Senior Manager, Specialty Tax Services
Cherry Bekaert LLP

Sarah McGregor, CPA

Director, Tax Services
Cherry Bekaert LLP

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | 1 Hour*
Delivery Method | Webinar
Program Level | Basic
CPE Category | Taxes

CPE Sponsors Logo*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org

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Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Karen McManus at kmcmanus@cbh.com or 804.673.5748 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to Cherry Bekaert LLP, 200 South 10th Street, Suite 900, Richmond, VA 23219, ATTN: Karen McManus

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Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

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Participants who must cancel their course registration 10 or more business days in advance of the event must contact Karen McManus to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.