The Whistleblower Office is a branch of the IRS that receives and processes information and applications from individuals who spot tax problems in their workplace or elsewhere. This panel will discuss how the Whistleblower Office functions, how tips are processed, and how practitioners can help clients bring information to the whistleblower office in the hope of receiving an award.
Eric is a partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service, and state Departments of Revenue Services. His practice also handles probate matters and estate planning for individuals and business owners, and tax planning for closely-held businesses. He is a frequent lecturer on tax topics for CCH, the NAEA, the NATP, the ABA Tax Section, and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He is the author of The Accountant’s Guide to IRS Collection (available www.tgpublish.com), and he is a columnist for CCH’s Journal of Practice & Procedure. He is also the founder of The New England IRS Representation Conference. Mr. Green is a contributing author for Advocating for Low-Income Taxpayers: A Clinical Studies Casebook, 3rd Edition, and has also been quoted in The Wall Street Journal, USA Today, Consumer Reports, The Wall Street Journal’s Market Watch, TheStreet.com, and CreditCard.com. Before practicing law Attorney Green served as a senior tax consultant for KPMG and Deloitte & Touche. Attorney Green was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association’s Closely Held Businesses Tax Committee. Attorney Green is the current Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section. Eric is a Fellow of the American College of Tax Counsel (“ACTC”) and a Connecticut, Massachusetts, New York, and American Bar Association member. He is admitted to practice in Massachusetts, New York, and Connecticut Superior Courts, as well as the United States Tax Court, the Federal Court of Claims, and the Federal District Court for Connecticut. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honor graduate from New England School of Law. He earned a Masters of Laws in Taxation (LL.M.) from Boston University School of Law.
Walter Pagano is a Tax Partner and Tax Controversy Practice Leader. He has more than 35 years of diversified and relevant litigation consulting and forensic accounting experience. He has testified in federal and state courts and at arbitration hearings and has served as a federal, state, and bankruptcy court-appointed forensic accountant and special fiscal agent. Walter’s experience, knowledge, and expertise enable practicing attorneys and corporate counsel to rely on his objective and independent critical thinking and judgment as a source to ascertain the financial facts in a wide variety of civil and criminal cases that have included white collar crime, internal investigations, adequacy of internal controls, commercial disputes, civil and criminal tax controversy, internal and external fraud schemes, financial statement fraud, shareholder and matrimonial disputes, guardianship litigation, accounting malpractice and third-party asset misappropriation.
Lee D. Martin is the Director of the Internal Revenue Service (IRS) Whistleblower Office. In this role, he serves as a principal advisor to the Commissioner and top IRS officials on the execution of the Whistleblower Program.
Previously, Lee served as Deputy Director for the Office of Professional Responsibility, where he oversaw attorneys, Certified Public Accountants, enrolled agents, enrolled retirement plan agents, actuaries, and appraisers who practice before the IRS under Treasury Circular 230. Before this, Lee was the Director of Enterprise Networks Operations in the Information Technology (IT) organization. In this role, Lee was responsible for providing executive leadership over the operations and maintenance of the enterprise-wide network infrastructure while working closely with IT executives to ensure a world-class network and high-quality services. Before joining the IRS, Lee held management positions with AT&T as Assistant Vice President-Project Management; Vice President-Information Systems/Chief Technologist of SBC Interactive – SmartPages.com, an on-line Directory Service. Lee also has an extensive background in Billing and Collections with SBC, where he played a critical strategic role at TelCel in Mexico City and Cable Northwest in Preston, England.
Meadows, Collier, Reed, Cousins, Crouch & Ungerman
Mike was named a Texas Super Lawyer in Texas Monthly and Texas Super Lawyer Magazines in 2013-2019. In 2010-2013, he was named a Texas Rising Star. Mike focuses on resolving federal tax controversies and white-collar crime, including securities, tax, and bank fraud. He represents individuals, closely-held businesses, and large corporations in IRS audits, appeals, and litigation, as well as in business disputes and lawsuits involving fraud, breach of contract, breach of fiduciary duty, deceptive trade practices act violations, non-compete violations, business torts, and other commercial disputes.
Before joining the firm in 2007, Mike worked in Washington, D.C. as a Congressional intern to U.S. Senator John Breaux (Retired) and worked as an Associate with a regional law firm in New Orleans, Louisiana. In 2004-2005, he served as a Judicial Clerk to the Honorable James J. Brady, U.S. District Court, Middle District of Louisiana.
Mike was admitted to practice in Texas in 2005 and Louisiana in 2004.
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