Date: January 7th, 2024

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 90 Minutes

Description:

Does your client owe money to the IRS? If so, a Notice of Federal Tax Lien (NFTL) may soon follow. This webinar will cover the processes and procedures to prevent the filing of an NFTL.

If the IRS has already filed an NFTL or is threatening to levy your client’s assets, what steps can you take to appeal the filing or avoid asset seizure? Join E. Martin Davidoff and Alison Gadoua of Prager Metis, along with IRS tax law expert Michael G. Blais, as we explore the intricacies of the Collection Appeals Program (CAP) and Collection Due Process hearings. This session will provide practical insights informed by both IRS guidance and practitioner experience.

Learning Objectives:

• Understand how to leverage the IRS CAP process to prevent NFTL filings
• Review IRS perspectives on taxpayer arguments for avoiding or reversing NFTL filings
• Evaluate procedures for addressing collection issues through the IRS Independent Office of Appeals
• Identify strategies for utilizing rights under CAP Appeals and Collection Due Process Hearings in IRS collection matters

Credits and Other information:

• Recommended CPE credit – 1.5
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 90 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

E. Martin Davidoff is a Certified Public Accountant and an Attorney at Law with offices in Cranbury, New Jersey. Mr. Davidoff is licensed to practice both professions in New York and New Jersey and is active in many associations. In November of 2018, he joined with Prager Metis CPAs as the Partner-In-Charge of their National Tax Controversy Department.

Mr. Davidoff served as President (2008-2009) of the American Academy of Attorney-CPAs (“AAA-CPA”). He is also the founder of the Internal Revenue Service Liaison Committee, having served as its chair for over a decade.