Content Provider
Pragermetis logo

Ea credits middle
Self-Study CPE
2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
View Details/Register
MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
View Details/Register
1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
View Details/Register
ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
View Details/Register
UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
View Details/Register
2024 FILING SEASON CHANGES FOR 1099 REPORTING
View Details/Register
THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
View Details/Register
IRS PRESENTING: TAX RELIEF IN DISASTER AREAS FROM AN INDIVIDUAL TAX PERSPECTIVE
View Details/Register
1099 PLANNING FOR THE 2024 FILING SEASON
View Details/Register
2024 ANNUAL TAX SEASON UPDATE
View Details/Register
Free cpece webinars
Liens & IRS Collection Appeals: Nuances & Opportunities in Appeals Collection

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

Available Date(s)
Tuesday, December 24, 2024: 10:30AM EST
Friday, January 10, 2025: 11:00AM EST
Friday, January 24, 2025: 3:00PM 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

Linkedin

E. Martin Davidoff

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

Pragermetis logo

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

Pragermetis logo

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.

Linkedin

Michael G. Blais

IRS
Tax Law Specialist

Irs logo

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. 

Additional Materials
Supplemental Materials
Webinar Technical FAQs
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.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Pragermetis logo
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