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Enrolled Agent
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, energy credits, 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
Matthew D. Lee
Fox Rothschild LLP
Partner
[email protected]
(215) 299-2765
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.
Meeren Amin
Fox Rothschild LLP
Partner
[email protected]
(202) 794-1271
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.
Brian C. Bernhardt
Fox Rothschild LLP
Partner
[email protected]
(336) 217-1907
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.
Kristy Caron
Fox Rothschild LLP
Partner
[email protected]
(404) 881-5942
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.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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