2016 Tax Forums feature TAS seminars and case resolution
Each year the IRS sponsors the Nationwide Tax Forums, a three-day series of tax education and networking conferences for tax professionals in cities around the country.
These events feature the latest information from the IRS, news about tax law changes, the chance to meet with software vendors and the opportunity to attend nearly 50 seminars presented by IRS employees and members of professional associations.
At this year’s Forums, TAS will present a series of seminars, oversee the Case Resolution Program and host two focus groups. Look for an article on the focus groups next month.
This year, the TAS sessions will focus on:
Advocating for Your Client Using the Taxpayer Bill of Rights
This presentation will discuss the history of the Taxpayer Bill of Rights (TBOR), including its recent codification in the Internal Revenue Code and the IRS’s adoption of the TBOR. It will describe each of the ten fundamental taxpayer rights and highlight specific code sections that make up each fundamental right. There will be examples of how to weave the TBOR into your arguments and use it to advocate for taxpayers.
Advocating for Your Client in Cases Involving Penalty Issues
This presentation will discuss several types of tax penalties that were extensively litigated in courts as described in the “Most Litigated Issues” section of the National Taxpayer Advocates 2015 Annual Report to Congress, including accuracy-related, failure to file and pay, and frivolous penalties. It will cover the legal requirements for the IRS to impose these penalties, examine recent court cases on these issues, and provide tips for you to advocate for the abatement of these penalties.
Advocating in Gross Income and Trade and Business Expense
This presentation will discuss the laws related to gross income and trade and business expenses. It will examine recent court cases involving these issues and explore what additional information would have been helpful in advocating for a different result for the taxpayer or to avoid litigation in the future.
Case Resolution Program
This year, you can once again bring your toughest unresolved IRS case (one case per tax business) to the Case Resolution Program. IRS representatives with specialized expertise will be available by appointment only to meet one-on-one with you. If we can't resolve the case onsite or it needs more research, we'll assign it to the appropriate TAS office for follow-up.
You must present a signed original or copy of your Power of Attorney, IRS Form 2848, authorizing disclosure of confidential tax information when scheduling an appointment. Only the practitioners listed on the POA can enter the Case Resolution Room. For an appointment, visit the Case Resolution table on Monday before the forum begins, from 1:00 to 7:00 p.m., or go directly to the Case Resolution Room during the three-day event. To expedite scheduling, bring your Form 2848 and a completed Nationwide Tax Forum Case Data Sheet with you.
The Case Resolution Program can help you resolve one client's toughest tax case. The program is for client cases only. We can’t help you with any personal tax case or any case in which you have a vested interest. If you have an issue with a case of this nature, please contact the IRS or the Taxpayer Advocate Service directly.
TAS Focus Groups: Look for an upcoming article discussing the TAS Focus Groups to be held at the Tax Forums.
2016 Tax Forum Dates
||7/12 – 7/14
||7/26 – 7/28
||8/23 – 8/25
||8/30 – 9/1
||9/13 – 9/15
||Town & Country