Form 8275 Disclosure Statements and Form 8886 Reportable Transactions: Divulging Transactions to the IRS
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This course will explain when tax practitioners must or should file disclosure statements with a tax return. Our filing experts will provide examples of reportable transactions requiring disclosure and tax positions warranting disclosure statements for positions taken that could be considered contrary to existing rules or regulations.
- Disclosing transactions to the IRS
- Forms 8275 and 8275-R, Disclosure Statement
- Form 8886, Reportable Transaction Disclosure Statement
- Levels of authority
- Amending returns for disclosures
- Best practices
The panel will review these and other critical issues:
- Preparing Forms 8275-R and 8275 to meet the adequate disclosure threshold and avoid penalties
- Identifying specific transactions that are reportable on Form 8666, Reportable Transaction Disclosure Statement
- Does filing Forms 8275-R and 8275 increase a taxpayer's chance of audit?
- When and how should returns be amended to include disclosure statements?
Jason B. Freeman, J.D., CPA
Founder and Managing Member
Mr. Freeman is a dual-credentialed attorney-CPA, author, law professor, and trial attorney. He represents clients in... | Read More
Mr. Freeman is a dual-credentialed attorney-CPA, author, law professor, and trial attorney. He represents clients in litigation and disputes, with a particular focus on federal and state tax controversies. Mr. Freeman handles IRS audits and other investigations and represents clients facing tax and white-collar or financial-related charges. He also advises and assists clients with tax and regulatory compliance, including domestic and international tax planning and regulatory reporting requirements. He serves on the law school faculty at SMU’s Dedman School of Law, where he teaches a course in the law of federal income taxation, and he is a frequent public speaker across the country, presenting and educating on various legal topics.Close
Ryan Dean, J.D., Tax LL.M.
Meadows Collier Reed Cousins
Mr. Dean's practice focuses mainly on tax controversy, white-collar criminal defense, international tax... | Read More
Mr. Dean's practice focuses mainly on tax controversy, white-collar criminal defense, international tax disclosures, and complex civil litigation matters. He represents clients before the IRS, SEC, DoJ, FBI, State Comptroller of Public Accounts, and other major governmental agencies.Close