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Self-Study CPE
2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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TAX GAP REDUCTION WITH PROPER 1099 REPORTING
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MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
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1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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2024 FILING SEASON CHANGES FOR 1099 REPORTING
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THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
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IRS PRESENTING: TAX RELIEF IN DISASTER AREAS FROM AN INDIVIDUAL TAX PERSPECTIVE
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1099 PLANNING FOR THE 2024 FILING SEASON
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2024 ANNUAL TAX SEASON UPDATE
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FEDERAL INCOME TAX CHANGES: 2024
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NAVIGATING AN IRS TAX AUDIT
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VIRTUAL CURRENCY TRANSACTIONS AND FORM 1040
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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HOME OFFICE DEDUCTION
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SCHEDULES K-2 AND K-3: UNDERSTANDING NEW REQUIREMENTS
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IRS PRESENTING: NAVIGATING THE RESTART OF AUTOMATED COLLECTION NOTICES
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IRS PRESENTING: EMPLOYEE RETENTION CREDIT VOLUNTARY DISCLOSURE PROGRAM
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READING AND REVIEWING IRS TRANSCRIPTS LIKE A PRO
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THE SECURE ACTS: 2024 UPDATED CHANGES AND PLANNING STRATEGIES
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RETIREMENT, CHALLENGES, AND OPPORTUNITIES UNDER THE BIDEN TAX PLAN IN 2024
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT
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HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS
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INFLATION REDUCTION ACT
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IRS COLLECTIONS & INSTALLMENT ARRANGEMENTS
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BANKRUPTCY TAX GUIDE
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IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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TAX TREATMENT OF SICKNESS AND INJURY PLANS
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THE SECTION §199A PASS-THROUGH DEDUCTION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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REAL ESTATE TAX GUIDE
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TAX RESEARCH TECHNIQUES
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TYPES OF BUSINESS ENTITIES
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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NAVIGATING FORM 1040 SCHEDULE C
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SECURE ACT 2.0
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TAX CUTS AND JOBS ACT OF 2017
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MASTERING FORM W-2: AN ESSENTIAL GUIDE FOR TAX PROFESSIONALS
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1099 REPORTING SIMPLIFIED
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EMPLOYMENT POLICIES & PROCEDURES WITH A GLIMPSE OF 1099 REPORTING TO FREELANCERS
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S CORPORATION BASIS AND FORM 7203
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FRINGES: THE KEY TO ATTRACTING GOOD TALENT AND WHAT THE IRS HAS TO SAY ABOUT IT
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A PRIMER ON THE IRS's STREAMLINED FILING COMPLIANCE PROCEDURES
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S CORPORATION BASIS AND FORM 7203: EXTENDED EDITION
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2024-2025 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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2024-2025 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
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2024-2025 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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2024-2025 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
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HANDLING AN INTERNATIONAL TAX ASSESSMENT: FORM 5471
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IRS PRESENTING: INDEPENDENT CONTRACTOR VS. EMPLOYEE
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PARTNERSHIP TAX UPDATES
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ESSENTIAL RULES FOR 1099 REPORTING TO INDEPENDENT CONTRACTORS
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ROADMAP TO AMENDING TAX RETURNS: THE X FACTOR
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2024 FEDERAL TAX UPDATE FOR INDIVIDUALS
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TAX CUTS AND JOBS ACT: HOW SUNSETTING PROVISIONS AFFECT THE TAX LANDSCAPE
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2024 FEDERAL TAX UPDATE FOR BUSINESS
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MASTERING ESTATE PLANNING: INSIGHTS FROM CPA EXPERT BOB KEEBLER
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Cpece webinars
Hot Topics in Federal Tax Controversy: A Year-End Update

HOT TOPICS IN FEDERAL TAX CONTROVERSY: A YEAR-END UPDATE

CPE Processing Fee$45.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.5 hours
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes (Federal Tax Update)
CE Credits 1.0 hour
Course Id# - HURS9-U-01753-24-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNovember 12, 2024
Date OfferedNovember 20, 2024
Expiration DateNovember 20, 2025
Course Description

Join tax controversy attorneys Meeren Amin, Brian Bernhardt, Kristy Caron, and Matthew Lee of Fox Rothschild LLP for a webinar examining the IRS’ focus throughout 2024 and exploring what individuals and businesses should anticipate next year. Topics covered during this presentation will include recent tax litigation developments, complex partnerships and high-net-worth individuals, promoter investigations, the Employee Retention Tax Credit (ERTC), cryptocurrency, international information reporting, jeopardy assessments, captive insurance, conservation easements, monetized installment sales, and updates on the IRS Criminal Investigation Division and Justice Department Tax Division.

Learning Objectives:


  • Recognize recent hot topics in federal tax enforcement

  • Evaluate current and future IRS enforcement priorities

  • Outline the latest developments in federal tax litigation

  • Evaluate the current state of Employee Retention Tax Credit claims

  • Identify updated IRS-Criminal Investigation Division priorities



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Fox hottopicsinfedtaxcontroversy videoimage
Handout Materials
Presentation Slides
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:07:04 minutes
QUESTION 2: 0:30:34 minutes
QUESTION 3: 1:01:56 minutes
QUESTION 4: 1:03:53 minutes
QUESTION 5: 1:04:57 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Matthew D. Lee is a partner at the law firm of Fox Rothschild LLP in Philadelphia.  He is co-chair of the firm's White-Collar Criminal Defense & Regulatory Compliance practice group and maintains an extensive tax controversy practice.  Mr. Lee regularly represents individuals and businesses in criminal and civil tax matters, including criminal tax investigations, prosecutions, and proceedings before the Internal Revenue Service, such as audits, appeals, and collection matters.

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Meeren is experienced at helping clients navigate federal examinations, as well as IRS tax appeals, including matters involving captive insurance, partnership taxation issues, changes in accounting methods, tax equity transactions, foreign information reporting and penalties, renewable energy credits, reasonable compensation, hobby loss, real estate transactions, research and development credits, exempt organization issues and promoter investigations.

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Brian is a seasoned trial attorney who is skilled at both defending clients in federal tax controversies and arguing precedent-setting appeals in the state courts of North Carolina.

A former trial attorney with the Internal Revenue Service, Brian has represented clients on tax matters before the IRS, the Department of Justice Tax Division, the U.S. Tax Court, the U.S. Court of Federal Claims and multiple U.S. District Courts. He has deep knowledge of the rules, policies, and procedures necessary to handle federal tax disputes and is well-versed in the Internal Revenue Code. This potent combination puts him in an excellent position to successfully resolve a broad range of federal tax disputes for his clients, including matters such as audit examinations, administrative appeals, tax shelter transactions, conservation easement investigations, foreign bank account and asset disclosures, trust fund investigations, and penalty assessments.

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Kristy has a diverse practice in which she provides strategic advice to individuals and businesses on corporate, tax and real estate matters. 

She has significant experience in structuring and assessing the tax benefits and risks of real estate and other investment transactions, advising on corporate governance and organizational matters, and representing individuals and entities in state and federal tax examination and litigation proceedings. Kristy is particularly well-versed in tax credits and charitable land donations.

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About Our Presenter

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Fox Rothschild LLP is a national law firm with more than 950 attorneys in 27 locations across the United States serving businesses of all sizes as well as individuals. Clients come to Fox because our attorneys understand their issues, their priorities, and the way they think. At Fox, our attorneys care about your success as much as you do.