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Virtual IRS Liaison Meetings

December 1, 2022 @ 9:00 am - December 2, 2022 @ 12:50 pm

Image of an Internal Revenue Service plaque on the exterior of a building with text beside the image

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)







December 1, 2022 @ 9:00 am
December 2, 2022 @ 12:50 pm
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