Legal Complexities in Federal and State Tax Audit Preparation

Tax counsel can lead the way for careful advance planning with tax staff that will make all the difference in the event of a federal or state tax audit to help ensure minimal financial damage.

Tax counsel can step in where other tax professionals need the most support — in explaining the legal bases of their company's tax positions, defending which work papers are privileged, and arguing which transactional records should be produced or withheld on the fly.

Regardless of whether your company is dealing with the IRS or a state revenue department, each individual audit requires strategizing between tax counsel and compliance professionals to produce an action plan that anticipates potential vulnerabilities and your company's responses.

Listen and participate from your telephone as our panel of veteran tax legal advisors offers their best practices for proactive audit preparation.

The panel includes:

Stephanie Anne Lipinski Galland, Of Counsel, Thompson Coburn, Washington, D.C. She concentrates on multi-state, state and local tax planning for business clients. She previously chaired the ABA’s state and local tax committee and is editor of State and Local Tax Lawyer.

Alex Sadler, Tax Partner, Crowell & Moring, Washington, D.C. He concentrates on federal tax controversies and representing clients in IRS disputes. He has worked with taxpayers on complex cases involving R&D tax credits, tax-advantaged transactions, penalties and other matters.

The panel will give you their perspectives and guidance on these and other important audit-planning steps:

• Reviewing aggressive tax positions — and defending them in the FIN 48 era.
• Deciding which internal planning documents are privileged.
• Understanding and managing metadata for electronic submissions.
• Crafting and reviewing audit responses with an eye toward possible litigation.

Following the speaker presentations, you’ll have an opportunity to get answers to your specific questions during the interactive Q&A.

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TELECONFERENCE REGISTRATION FEES
Fee covers an unlimited number of staff on one line at your location. Additional lines or locations can be purchased at 25% off. Call today to take advantage of this offer.

• Early Registration Discount (through May 30) $247


• Regular Registration $297

• Early Purchase Discount (through May 30) $247


• Regular Registration $297
• With Teleconference Registration – an additional $75 (plus $9.45 S&H)

CPE INFORMATION
Delivery method: Group Live
Program Level: Intermediate
Prerequisites: Basic knowledge of accounting
Advanced Preparation: Printing and reviewing outlines and materials
Earn 1.5–2 CPE credits

Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of indiviual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting the website.

CONTINUING LEGAL EDUCATION
CLE credit available for an additional $65 per person in states where teleconferences are accredited.

CLE is not available for Delaware, Indiana, Kansas, Ohio, Pennsylvania, Puerto Rico, South Carolina and for NY attorneys admitted within the last 2 years.