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IRS PRESENTING: QUALIFIED EDUCATIONAL ASSISTANCE PROGRAMS
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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ROADMAP TO 1099 REPORTING
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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TAX GAP REDUCTION WITH PROPER 1099 REPORTING
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MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
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1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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Free cpece webinars
Liens & IRS Collection Appeals: Nuances & Opportunities in Appeals Collection

LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION

Available Date(s)
Friday, November 08, 2024: 5:00PM EST
Wednesday, November 20, 2024: 5:00PM EST
Tuesday, December 10, 2024: 5:00PM EST

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-01677-24-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Your client owes money to the IRS. The IRS will inevitably file a lien against your client. What are the processes and procedures to avoid the filing of the IRS Notice of Federal Tax Lien (“NFTL”)?

The IRS has already filed a NFTL or they are threatening to levy your client. How do you appeal the filing of the NFTL or avoid the levy of your client’s assets? Join this webinar with E. Martin Davidoff and Alison Gadoua of Prager Metis and featuring IRS tax law expert Michael G. Blais to discuss the processes and nuances of utilizing CAP (Collection Appeals Program) Appeals and Collection Due Process hearings to protect your client’s rights. We will share practical information that includes both IRS and practitioner input. 

Learning Objectives:


  • Determine how to utilize the IRS CAP process to avoid the filing of Notices of Federal Tax Liens 

  • Give examples from the IRS on how they view arguments by Taxpayers to avoid or reverse the filing of Notices of Federal Tax Liens 

  • Evaluate the processes for dealing with collection issues in the IRS Independent Office of Appeals 

  • Identify procedures and strategies for utilizing rights under CAP Appeals and Collection Due Process Hearings concerning IRS collection issues

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E. Martin Davidoff

Prager Metis CPAs, LLC
Partner-In-Charge, National Tax Controversy
[email protected]
(732) 274-1600

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E. Martin Davidoff is a Certified Public Accountant and an Attorney at Law with offices in Cranbury, New Jersey. Mr. Davidoff is licensed to practice both professions in New York and New Jersey and is active in many associations. In November of 2018, he joined with Prager Metis CPAs as the Partner-In-Charge of their National Tax Controversy Department.

Mr. Davidoff served as President (2008-2009) of the American Academy of Attorney-CPAs (“AAA-CPA"). He is also the founder of the Internal Revenue Service Liaison Committee, having served as its chair for over a decade.

As a member of the AICPA's Tax Division, Mr. Davidoff has served on the Tax Legislative Liaison Committee. He completed two years on the Executive Committee of the New Jersey Society of Certified Public Accountants (“NJCPA”). He has been serving since 2018 as the Co-Chair to the Federal Practice Committee of the New Jersey State Bar Association - Taxation Law Section. He has also served as President of the Middlesex/Somerset chapter of the NJCPA and as the chairman of the NJCPA Federal Taxation and Membership Committees.

Alison Gadoua

Prager Metis CPAs, LLC
Tax Controversy Specialist
[email protected]
(732) 274-1999

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Alison Gadoua is a Tax Controversy Specialist for E. Martin Davidoff, Attorney at Law who works remotely from Maryland. Alison has over 20 years of experience in resolving IRS and State Tax controversy issues and assisting clients in maintaining business and individual tax compliance. Utilizing her strong written, oral and managerial skills, Alison works directly on a large inventory of the firm’s most complex, high-dollar cases achieving much success in Offers in Compromise and Examinations, as well as positive outcomes with the Office of IRS Appeals in collection matters.

Alison joined the firm in July of 2000 after graduating from Katharine Gibbs Business School. In addition to managing a large caseload of Tax Controversy clients, Alison has also been responsible for the development and maintenance of the firm’s Tax Controversy Manual, which contains all the systems and processes used in the Tax Controversy Department. Through Prager Metis International, Alison is currently an active member of the Litigation & Dispute Resolution as well as the International Taxation Practice Groups within Geneva Group International ("GGI") networking regularly with professionals across the nation and the world in the accounting and legal fields. Through her work in GGI, Alison was the recipient the 2021 Prager Metis Excellence Award for Growth and Business Development.

In her spare time, Alison enjoys traveling, reading, cooking, boating and cheering on her children at their respective sporting events. Alison resides in Snow Hill, Maryland where she dedicated six years to serving the community as an elected official for the town serving as the Councilwoman of the Eastern District.

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Michael G. Blais

IRS
Tax Law Specialist

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Mike is a 1988 graduate of Merrimack College, North Andover MA (magna cum laude) with a BS/BA in Finance. He worked in corporate finance until 1991 when he joined IRS as a Revenue Officer (RO). He was an RO in NH until 1998 when he joined the Independent Office of Appeals in Boston as a Settlement Officer (SO) to begin working the recently enacted Collection Due Process (CDP) workstream. In 2012 he became an Area then eventually an Executive Technical Advisor to the Director with oversight responsibility for national Collection Appeals programs. As of September 2023, Mike is a Tax Law Specialist with a focus on legal trends in collection work. 

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About Our Presenter

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Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, more than 600 team members, and twenty-six offices worldwide, including New York, New Jersey, California, Florida, Nevada, North Carolina, Virginia, Cayman Islands, London, UK, Chennai, India and the Metaverse. Clients come to Prager Metis for the expert advice that protects and grows the value of their world—whether that world is local or extends across international markets. As one of the nation's fastest growing firms offering a full range of accounting, audit, tax, consulting, and international services, Prager Metis helps make Your World. Worth More