Federal Tax Controversies CLE
Federal Tax Controversies

$145.00

Clear

Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

Live Webcast – October 26, 2020

  • 11:00-1:15pm PT / 12:00-2:15pm MT / 1:00-3:15pm CT / 2:00-4:15pm ET

The course will cover topics related to federal tax controversies. It will cover handling of information document requests (IDRs) and administrative summons. It will also discuss managing privilege issues during audit and appeals. The course will also cover the various alternative dispute resolution alternatives and litigation options for resolving tax matters.

Christina Norman
Christina Norman is an associate in Baker McKenzie’s Global Tax Practice Group in Chicago. She advises clients on a variety of tax controversy matters. Christina’s practice focuses on transfer pricing disputes and other domestic and international tax disputes. She assists clients in all stages of tax litigation, from audit and administrative appeals before the IRS to litigation before the US tax court and other federal courts.

Contact Christina Norman

Daniel Wharton
Daniel Wharton is an associate in the Baker McKenzie’s North America Tax Practice Group in Chicago. He advises clients on a variety of national and multinational tax issues. Mr. Wharton advises mainly on tax controversy matters, including transfer pricing and other local and international tax disputes. He assists clients in all stages of tax disputes, from audit and administrative appeals before the IRS, to litigation before the US Tax Court and other federal courts.

Contact Daniel Wharton

Robert S. Walton
Robert S. Walton works mainly on tax matters. He is a member of the bar of the US Tax Court, a member of the US Circuit Courts of Appeals, the Court of Federal Claims, the US District Court for the Northern District of Illinois and Court of Appeals, as well as the US Supreme Court. Prior to graduating at the Harvard School of Law, Mr. Walton earned his B.S. in Accountancy from the University of Illinois. Mr. Walton works with clients at all stages of tax controversies from the audit level, to IRS Appeals, to litigation in the Tax Court and other federal courts. He has experience in tax planning — including mergers and acquisitions, tax deferral and withholding taxes — and provides counsel on tax issues arising from financial products. Mr. Walton is also a member of the NATPG Best Practices Committee.

Contact Robert S. Walton

Victoria Kovanis
Victoria Kovanis is an associate in Baker McKenzie’s Tax Practice Group in Palo Alto, where she advises multinational corporations on tax planning, controversy, and transfer pricing matters. Ms. Kovanis focuses her practice on domestic and international tax planning, tax controversy, and litigation. Before joining the Tax Practice Group, Ms. Kovanis advised multinational companies on the implementation of their international equity compensation plans, dealing with issues such as securities law compliance, cross-border tax obligations, data privacy, exchange control, and labor law compliance.

Contact Victoria Kovanis

2 General Credits

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state's rules. Please visit our State Requirements page for information regarding your state's CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, AZ, CO, CT, DE, DC, FL, HI, IA, MA, MD, ME, MI, MO, ND, NE, NH, NJ, NM, NY, SD, PR.

OH Attorneys please note: OH Supreme Court will not approve any course that was aired more than 12 months prior.

SC Attorneys please note: Registration must occur no later than 5 business days from the event date or course accreditation is not guaranteed.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney's primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

 

1. IDRs and Summons

2. Managing Privilege Issues

3. Alternative Dispute Resolution Options:

a. Fast Track Settlement

b. Early Referral to Appeals

c. Protests to Appeals

d. Post Appeals Mediation

e. Advance Pricing Agreements and Competent Authority Procedures

4. Tax Litigation Options:

a. Tax Court

b. Refund Jurisdictions