Firm News

On May 20, 2022, Sanford J. Boxerman and Sara G. Neill, will present at the 2022 Forensic Accounting Summit: Forensic Accounting and Reconstruction, presented by mylawCLE.

The IRS Exam Process and Pitfalls for Taxpayers

Sanford J. Boxerman, Shareholder

Presentation Description:

What do you do when your “routine” exam is no longer routine? Our panel will review the usual audit process and discuss pitfalls that can arise, like indications of fraud, other crimes or false documents. The panel will also review what happens when it goes off the rails and what the practitioner can do to keep it moving in the right direction.

Challenging the Application of Tax Penalties:
Accuracy and Civil Fraud

Sara G. Neill, Shareholder

Presentation Description:

The IRS frequently applies an accuracy penalty to any exam with adjustments, and the civil fraud penalty where it believes (or should believe) it can carry the burden of proving willful intent by the taxpayer. Our panel of experts will discuss when these penalties can and should be challenged, and how to do so to reduce the impact of adjustments to the client.

2022 Forensic Accounting Summit:
Forensic Accounting and Reconstruction

This full-day conference will bring experts from around the country together to review how the process works to bring in non-filers, handle an IRS, and what to watch out for to protect yourself from ethical pitfalls. It will also review reconstruction techniques that come up far too often in bankruptcies, divorce, and civil and criminal tax matters, with an emphasis on how to present the information to the IRS. Finally, we will review how to lay the groundwork early to avoid or abate penalties when these issues arise.