Each presentation will run for 1 hour and 30 minutes,
followed by a 15-minute Q&A session.
Due to the significant amount of material included in
the seminar all sessions must start on time.
Thursday, January 15, 2004
8:00 9:45 AM Gary Bluestein
Chapter 7 and Taxes: What You Need to Know, Including:
- What is dischargeable and when
- The impact of filing the bankruptcy ahead of IRS liens
9:45 -10:00 AM Break
10:00 11:45 AM Gary Bluestein
Chapter 13 and Taxes: What You Need to Know, Including:
- When to File Delinquent Returns - Timing Matters
- How to Use Available Funds to Your Best Advantage
- Distinguishing between Priority and Non-priority Taxes
11:45 1:15 PM Lunch (On Your Own)
1:15 2:15 PM Larry Lawler
Code Sections 105 and 1398
- Forgiveness of debt income and short tax year elections in bankruptcy
- Making pre-petition income tax liability a bankruptcy estate liability
2:15 3:00 PM Gary Bluestein
Offer in Compromise, Bankruptcy, or Both?
- Case Studies to Illustrate Analysis Considerations
3:00 3:15 PM Break
3:15 5:00 PM Gary Bluestein
Wrap-up of taxes in Bankruptcy Questions & Answers
Friday, January 16, 2004
8:00 9:45 AM Larry Lawler
Update on IRS OIC Initiatives
- Ins & Outs of Installment Agreements
- Taxpayer Right to an Installment Agreement Streamlined Installment Agreements
Effective Tax Administration Offers in Compromise - Requirements to File
- Case Guidelines
- Admission of Liability and Ability to Pay
9:45 10:00 AM Break
10:00 11:45 AM Anita Friedlander - Manager of IRS Appeals Office
Appeals and Mediation: An Insiders View
- How the Appeals Officer Approaches Cases
Examples and war stories
- Where Practitioners Succeed and Where They Fail
11:45 1:15 PM Lunch (On Your Own)
1:15 3:00 PM Larry Lawler
Representing the Client Who Has Assets and Income
(How Planning Can Change the Amount of an Offer) - Income Reduction Techniques
- Maximizing Allowable Expenses
- Protecting Assets and Income
3:00 3:15 PM Break
3:15 5:00 PM Randy Andreozzi
ABCs of Tax Court Cases
- Learn the process-
Expand Your Practice
- Eliminate the fear of Tax Court-
By knowing how it all works
Saturday, January 16, 2004
8:00 9:45 AM Randy Andreozzi/Gary Bluestein
Representing Collection Matters in Tax Court
- How to represent clients
- Collection Due Process to Tax Court
9:45 10:00 AM Break
10:00 11:45 PM Melaney Partner - Senior Tax Specialist, IRS
Update on the Offer in Compromise Program:
- Consideration of non-liable spouse income & assets
- New goals to reduce the number of Offers in Compromise being filed
- How centralized processing is working
11:45 1:15 PM Lunch (On Your Own)
1:15 3:00 PM Experts Panel Get Your Toughest Case Analyzed
- Review of cases submitted in advance by participants
3:00 3:15 PM Break
3:15 4:15 PM Experts Panel Get Your Toughest Case Analyzed
- Review of cases submitted in advance by participants
Click here for Larry Lawler's Bio
Click here for Gary Bluestein's Bio
Click here for Anita Friedlander's Bio
Click here for Melaney Partner's Bio
Click here for Randall Andreozzi's Bio
Click here to download the Registration Form in MS Word Format
Click here to go back to the start page
