This year’s NYU Tax Controversy Forum will be held on Thursday, June 18 from 1pm-4pm and Friday, June 19, 2020 from 1pm-4:30pm as an online webinar featuring tax compliance and procedure updates from senior IRS personnel. The entire program will be provided free of charge.
The Forum’s Planning Committee, which includes Forum founder and Kostelanetz & Fink partner Bryan Skarlatos, and the New York University’s School of Professional Services decided to offer this program remotely via Go To Meeting webinar in order to ensure the health and safety of conference attendees and panelists during the COVID-19 pandemic.
Given the circumstances, we are waiving all registration fees and bringing this year’s Forum to you for free! We are fortunate that this year’s program was produced in conjunction with The CPA Academy.
Register now: https://nyu.cpaacademy.org/
NYU TAX CONTROVERSY FORUM 2020 – ONLINE PROGRAM
Thursday and Friday, June 18 and 19, 2020
DAY 1: THURSDAY, JUNE 18, 2020
1:00 to 4:00 p.m. EDT – Two Panels
Thursday Panel One
1:00 – 2:30 p.m. EDT – 1.5 Credits
TAX COMPLIANCE AND ENFORCEMENT ROUNDTABLE: THE NEW ERA OF INTER-DIVISION COLLABORATION
The Internal Revenue Service is a dynamic organization that is constantly seeking new ways to further its mission of helping taxpayers comply with the tax law. This panel provides insights directly from IRS leadership on emerging civil and criminal compliance trends, current priorities and initiatives, and how the different divisions of the IRS work together to address non-compliance.
Moderator: Bryan C. Skarlatos, Esq., Partner, Kostelanetz & Fink
Panelists: Don Fort, CPA, Chief, Criminal Investigation Division, Internal Revenue Service
Eric Hylton, Commissioner, Small Business/Self-Employed Division, Internal Revenue Service
Sunita Lough, Esq., Deputy Commissioner for Services and Enforcement, Internal Revenue Service
Douglas W. O’Donnell, CPA, Commissioner, Large Business & International Division, Internal Revenue Service
Tamera Ripperda, CPA, Commissioner, Tax Exempt and Government Entities Division, Internal Revenue Service
2:30 – 3:00 p.m. EDT Break
Thursday Panel Two
3:00 – 4:00 p.m. EDT – 1 Credit
WHAT IS HAPPENING AT THE IRS OFFICE OF CHIEF COUNSEL
As the lawyers for the IRS, attorneys in the IRS Office of Chief Counsel help interpret the tax law, provide legal support to IRS personnel and represent the IRS in litigation. With all the recent changes in the tax law, this has become an even more challenging job than usual. This panel outlines the current initiatives and priorities in the Chief Counsel’s Office.
Moderator: Steven R. Toscher, Esq., Principal, Hochman Salkin Toscher Perez, PC
Panelist: Michael J. Desmond, Esq., Chief Counsel, Internal Revenue Service
CHANGES AT THE IRS INDEPENDENT OFFICE OF APPEALS
The Taxpayer First Act (“TFA”) created the newly named Independent Office of Appeals. The TFA also confirmed that the right to appeal cases shall generally be available to all taxpayers and enhanced taxpayers’ ability to obtain their case files. This panel discussion provides an overview of current developments in Appeals and how the TFA has affected Appeals Conferences.
Moderator: Sharon Katz-Pearlman, Esq., National Principal-in-Charge and Global Head, Tax Dispute Resolution & Controversy, KPMG International
Panelist: Andrew Keyso, Jr., Esq., Chief, Independent Office of Appeals, Internal Revenue Service
DAY 2: FRIDAY, JUNE 19, 2020
1:00 to 4:30 p.m. EDT – Three Panels
Friday Panel One
1:00 – 2:00 p.m. EDT – 1 Credit
TAX COMPLIANCE AND ENFORCEMENT ROUNDTABLE: TAXPAYER PENALTIES, PROMOTER PENALTIES, AND FRAUD REFERRALS
As the IRS moves toward more collaboration among the operating divisions, taxpayers can expect to see a new focus on issues such as taxpayer penalties, tax preparer and promoter penalties, and even criminal fraud referrals. This panel of senior IRS personnel describes the new trends and the tools taxpayers can expect to encounter during their next audit.
Moderator: Armando Gomez, Esq., Partner, Skadden Arps Slate Meagher & Flom
Panelists: James Lee, Deputy Chief, Criminal Investigation Division, Internal Revenue Service
Brendan O’Dell, Esq., Promoter Investigations Coordinator, Office of the Deputy Commissioner, Services and Enforcement, Internal Revenue Service
Damon Rowe, Esq., Executive Director, Fraud Enforcement Office, Small Business and Self-Employed Division, Internal Revenue Service
2:00 – 2:30 p.m. EDT Break
Friday Panel Two
2:30 – 3:30 p.m. EDT – 1 Credit
FOCUS ON TAX COLLECTION
Voluntary compliance and enforcement of the tax laws is at the heart of our tax system. The IRS has the responsibility to find new and more effective ways to bring taxpayers into compliance. This panel provides an update on what is happening now with IRS collection.
Moderator: Eric L. Green, Esq., Partner, Green & Sklarz
Panelists: Darren Guillot, Deputy Commissioner, Small Business/Self Employed Division, Internal Revenue Service
Paul J. Mamo, Director, Collection, Internal Revenue Service
MEET THE NEW TAXPAYER ADVOCATE
On March 30, 2020, Erin Collins took over as the new National Taxpayer Advocate to lead the Taxpayer Advocate Service. Ms. Collins is the taxpayers’ voice inside the IRS. She will also serve as a senior advisor to IRS management and will report to Congress on potential legislation that affects our tax system. This is a chance to hear directly from the new National Taxpayer Advocate as she provides a sense of how the Taxpayer Advocate Service is addressing the challenges presented by the current environment.
Moderator: Frank Agostino, Esq., President, Agostino & Associates, PC
Panelist: Erin M. Collins, Esq., National Taxpayer Advocate, Internal Revenue Service
Friday Panel Three
3:30 – 4:30 p.m. EDT – 1 Credit
CARES ACT ENFORCEMENT: WHAT CAN WE EXPECT FROM THE IRS?
The Coronavirus Aid, Relief and Economic Security (“CARES”) Act provided hundreds of billions of dollars to support businesses and stimulate the economy. Recognizing that such huge amounts of money will attract some fraudulent behavior, Congress has earmarked significant funding for monitoring compliance and enforcement. The IRS has a significant role in disseminating CARES Act relief and will be tasked with a large part of ensuing compliance and enforcement activities. Indeed, several criminal fraud cases already have been filed and more are sure to follow. This panel explains how the IRS will be monitoring provisions of the CARES Act such as tax refunds and credits, the Payroll Protection Program, and Net Operating Losses.
Moderator: Christopher Ferguson, Esq., Partner, Kostelanetz & Fink
Panelists: Michael Batdorf, Director, Refund and Cyber Crimes, Criminal Investigation Division, Internal Revenue Service
John Hinding, Esq., Director, Cross Border Activities, Large Business and International Division, Internal Revenue Service
Nikki Johnson, Director, Collection Policy, Small Business & Self-Employed Division, Internal Revenue Service