Sponsored by: Young Lawyers Forum and Diversity
A Conversation with… An in-depth discussion with Chief Judge Maurice B. Foley of the US Tax Court, one of the Tax Section’s most distinguished members, detailing his practice, history and the latest developments in tax law.
Nuts and Bolts: Introduction to Ethical Considerations for Young Attorneys.
This panel will discuss the ethical issues that frequently arise when representing a client before the IRS. This panel will focus on the rules and guidance, including Circular 230 and the ABA Model Rules, that young attorneys should consult when faced with an ethical conundrum.
Moderator: Anne Wurtzebach, DLA Piper, New York, NY
Panelists: Hon. Ronald L. Buch, US Tax Court, Washington DC (Invited); Joshua Wu, Deputy Assistant Attorney General (Policy and Planning), Department of Justice, Tax Division, Washington, DC; Brianne DeSellier, Crowe LLP, Fort Lauderdale, FL; James Steele, Morgan, Lewis & Bockius LLP, Washington, DC
Workin’ On It: Understanding Employment Tax.
Employment tax compliance has become an enforcement priority for the IRS and the result has been more civil examinations and criminal investigations. This panel will survey the common issues in the employment arena and approaches in defending an employment tax controversy. The panelists will discuss Section 530 relief, voluntary compliance options, the eggshell audit and the criminal referral process.
Moderator: Anson Asbury, Asbury Law Firm, Decatur, GA
Panelists: Lu-Ann Dominguez, Gunster, Ft. Lauderdale, FL; Brian Gardner, Taylor English, Atlanta, GA; Marissa Lenius, IRS Senior Attorney, TEGE Division Counsel, Jacksonville, FL
Getting to the Truth: Fundamentals of Discovery & Public Records for SALT Lawyers.
This panel will delve into a crucial reality for tax lawyers—the exchange of information between taxpayer and tax authority. State and local tax (“SALT”) lawyers encounter this in various contexts: tax audits, discovery during litigation, and requests for public records. The panel will discuss the fundamentals of obtaining information, tips to prevent and resolve disputes about the exchange of information, and protections for confidential information. The panelists represent diverse perspectives of SALT lawyers in private practice and government practice, including a tax appeal hearing officer.
Moderator: Michelle DeLappe, Foster Garvey PC, Seattle, WA
Panelists: Vincent Kan, Hearing Officer, Board of Appeals at Illinois Department of Revenue, Chicago, IL; Andrea Muse, Legal Reporter, Tax Analysts, Washington, DC; Jennifer Pusch, Fredrikson & Byron PA, Minneapolis, MN; Harriet A. Wessel, Mondrik & Associates, Austin, TX
Co-Sponsored by: Court Procedure & Practice