Virtual IRS Liaison Meetings

This year’s virtual liaison meetings with the IRS took place on Thursday, December 1, and Friday, December 2. Your opportunity to participate in these sessions is a benefit of your Tax Section membership. Sessions on each day were 9 AM–12:50 PM ET.

The IRS Stakeholder Liaison Office coordinated speakers to update us on IRS news and to allow our members to inform them about nonclient-specific concerns. If you’re interested in learning more about the meetings, please email Joe Schimmel at jschimmel@miamitaxlaw.com.

Course number 6811 is approved for 8.0 General CLE credits and 8.0 Tax Law certification credits. If you attended only one day, please report your CLE credit accordingly.

Day 1—December 1

9–9:50 AM
Maria Blake, Internal Revenue Agent

10–10:50 AM
Shalon Adams, Territory Manager

11–11:50 AM
Dan Munce and Mark Tober
Area Chief Counsel, Supervisory Trial Attorneys

12–12:50 PM
Theresa Lucotti-Bildik, Taxpayer Advocate Service

Day 2—December 2

9–9:50 AM
Timothy McCormally, Acting Director from OPR

10–10:50 AM
Matthew D. Line, Special Agent in Charge Miami Field Office

11–11:50 AM
Luis Arritola, Exam Appeals

12–12:50 PM
Farzad Safi, Estate Tax (PENDING)

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