Content Provider
Greensklarz

Self-Study CPE
MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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TAXATION OF IRAs AT DEATH
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ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA
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1099: BEYOND THE BASICS
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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Special event
Micro-Captives and Conservation Easements

MICRO-CAPTIVES AND CONSERVATION EASEMENTS

Please Note: Enrolling in any individual session will grant you access to the entire two-day 2020 IRS Representation Conference Event.
Cost $200.00
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The Internal Revenue Service continues to caution taxpayers to stay alert for abusive tax avoidance schemes and the unscrupulous individuals who promote them. Variations of these schemes –abusive micro-captive insurance shelters and abusive syndicated conservation easements — are featured in the IRS’s “Dirty Dozen.”

Still, each of these areas can be legitimate planning tools. Our panel will review the applicable statutes and regulations, the forms these transactions often take, and how good tax planning crosses the line to tax evasion.


The IRS Representation Conference brings together representatives from the government and expert private practitioners to compare perspectives on a variety of topics involving federal tax audits, appeals, and litigation. The Conference covers a wide range of representation issues, from procedural seminars to substantive programs, estate & gift issues, ethical problems, current enforcement initiatives, sensitive audits, and civil and criminal tax penalties.

This comprehensive, two full-day event focuses on the practical issues and how to handle them rather than theoretical issues.

View further details on the event here.

Please note: Enrolling in an individual session will grant you access to the entire two-day event.

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Greensklarz

Shelby Wilson is a partner with Green & Sklarz LLC.  For close to twenty years, Shelby has practiced estate planning and tax law and has advised individuals, families, and closely-held businesses on issues dealing with estate and generation-skipping tax planning, charitable planning, income tax planning, and tax compliance.  She has extensive experience in advising closely-held business owners in multiple industries on intergenerational business succession issues.

In addition, Shelby maintains a significant estate settlement and trust administration practice and regularly represents individuals, fiduciaries, and tax-exempt organizations on a wide range of routine and complex matters before Connecticut probate courts, the Internal Revenue Service, and state taxing authorities.

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Anthony Vitiello

Connell Foley LLP
Chair, Tax & Estate Planning Group
avitiello@connellfoley.com
(973) 535-0500

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Anthony F. Vitiello is the chairman of the Taxation and Estate Planning Group at Connell Foley LLP. His practice is limited to tax planning for individuals, businesses, estates, and trusts, emphasizing estate planning, and asset protection planning. Mr. Vitiello also maintains a significant practice in gift and estate tax audits and controversies.

Mr. Vitiello has been recognized in the 2011 through 2017 editions of Best Lawyers® (in the areas of Trusts and Estates, Tax Litigation and Controversy and Trusts and Estates Litigation). Best Lawyers is one of the most well respected and long-standing peer-review publications in the legal profession. In the December 2005–2008 editions, all years of its publication, Mr. Vitiello was named by the editors of Worth magazine in its list of the nation's 'Top 100 Attorneys'. Worth's editors looked most carefully at attorneys specializing in trusts and estates and other personal planning matters.

Mr. Vitiello has lectured extensively and published on estate planning, and related tax matters, including authoring the chapter on Grantor Retained Annuity Trusts in the American Bar Association’s 2011 publication, The ABA Practical Guide to Estate Planning. He is also certified to provide continuing professional education credits to certified public accountants in New York and New Jersey and those individuals holding the certified financial planner designation.

Mr. Vitiello received his law degree and masters of law (LL.M.) in taxation from New York University. He began his career with the United States Treasury, where he provided legal counsel to the Internal Revenue Service.

Mr. Vitiello is admitted to practice law in seven states and maintains a national practice in federal estate and gift tax planning for high and ultra-high net worth individuals. His full biography, along with links to his published articles and lectures, can be found at:

www.connellfoley.com/attorneys/vitiello

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Barry Fischman is a Partner in the Firm’s New Haven, Connecticut office, and a member of its National Construction, Real Estate, Business Enterprise Tax Services, High-Net-Worth Individuals, Tax Compliance, Family Wealth Services, and Trusts and Estates practice groups. He has more than 30 years of tax and consulting experience providing services primarily to closely-held businesses. He has a wide range of industry experience, including construction, real estate, research and development, professional services, manufacturing, and high-net-worth individuals. Mr. Fischman represents clients before the Internal Revenue Service and the Connecticut Department of Revenue Services.

Frequently Asked Questions
  • 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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About Our Presenter

Greensklarz
Green & Sklarz LLC is a boutique law firm that focuses on representing businesses and individuals with complex tax planning needs and representation. The firm’s attorneys have established a reputation for excellent and efficient representation of clients who have complex transactions, planning needs or have encountered difficult circumstances. As planners we handle corporate transactions and significant land use issues, as well as sophisticated estate planning and succession planning for our individual and family clients. As crisis managers, we assist clients with identifying and attempting to achieve core goals, in order to protect businesses, employees and families. We draw on a cross-disciplinary approach to ensure our client’s needs are addressed in order to reach the best possible solution to problems.