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Tax Disputes & Litigation A-Z LIVE Virtual Training

presented by NBI, Inc.

Tax Disputes & Litigation A-Z

Full Description

A Comprehensive Guide to Litigating and Resolving Tax Controversies

Helping clients through a tax dispute takes a unique skill set that most state and federal court litigators don't possess. This course starts with a practical overview of tax procedure and provides step-by-step guidance on how to overcome complexities throughout the litigation and dispute resolution process. Get veteran insights on how to prepare for tax court and how to settle claims with tax authorities. Register today!

  • Learn how to assess tax controversies, get information from the IRS, and weigh potential defenses.
  • Get tips for navigating audits and administrative appeals successfully.
  • Demystify the procedural nuances of tax court litigation.
  • Gain seasoned insights on negotiating and structuring settlements with the IRS.
  • Understand the tax collection process and how to defend against it.


All times are shown in Eastern time.

  1. Practice and Procedure Overview
    10:00 - 10:30, Julian A. Fortuna
    1. IRS Examination and Audit Process
    2. Administrative Appeals Process
    3. Tax Court Procedural Overview
  2. Assessing the Controversy
    10:30 - 12:00, Nick Richards
    1. Types of IRS Notices and Claims
    2. Summons, Privileges, and Initial Response
    3. FOIA and Access to IRS Information
    4. Legal Defenses and Bases to Dispute
    5. Tips for Case Selection and Case Strategy
  3. Navigating the Administrative and Appeals Process
    12:15 - 12:45, Julian A. Fortuna
  4. Tax Litigation
    12:45 - 1:45, Nick Richards
    1. Jurisdiction and Forum
    2. Burden of Proof
    3. Discovery and Evidence
    4. Use of Experts
    5. Fees and Costs
    6. Penalties, Interest, and Awards
  5. What to Expect During an IRS Collection (and How to Respond)
    2:15 - 2:45, Nick Richards
  6. ADR Options and Resolution Techniques
    3:00 - 4:00, Brian Gardner
    1. Unique Challenges: Negotiating With Tax Authorities
    2. Offers in Compromise and Installment Agreements
    3. Negotiation Style
    4. ADR Options and Techniques
    5. Resolution Tips and Traps Throughout Case Progression
  7. Legal Ethics in Tax Practice
    4:00 - 5:00, Brian Gardner
    1. The Attorney's Role
    2. Advising in Gray Areas
    3. Managing Conflicts of Interest
    4. Confidentiality and Privilege Issues

Who Should Attend

This course is designed for attorneys. Accountants and paralegals may also benefit.


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