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CLE: Off the Beaten Path: The Roads Less Traveled in Advanced Civil Tax Procedure
October 15, 2021 @ 8:30 am - 5:35 pm
Originally presented on October 15, 2021, course number 5465 is approved for CLE credit until approximately February 15, 2023. 10 General CLE credits, 1 of which may be applied toward Ethics; 10 Tax Law and 1 Wills, Trusts & Estates certification credit. Purchase online:
8:30 AM – 9:20 AM
Successor in Interest, Alter Ego, and Nominee Liens
Harris L. Bonnette, Jacksonville
Peter T. McCary, Senior Attorney, IRS Office of Chief Counsel, Jacksonville
9:20 AM – 10:20 AM
Quirks in the Code: Peculiar & Potent Penalties and Related Procedures
Scott St. Amand, Jacksonville
10:20 AM – 10:30 AM
Break
10:30 AM – 12:00 PM
Tax Litigation – Selected Advanced Practice Tips
Brian R. Harris, Tampa
Tax Court Judge Patrick J. Urda, Washington, D.C.
12:00 PM – 12:15 PM
Lunch Break
12:15 PM – 1:05 PM
Lunch Keynote Speaker: Shining a light into the Black Hole that is OPR
Karen L. Hawkins, Former Director of the Office of Professional Responsibility, Yachats, Oregon
1:05 PM – 1:15 PM
Break
1:15 PM – 2:15 PM
Getting Records and Defense of Getting Record
Brian R. Harris, Tampa
Jeffrey A. Neiman, Ft. Lauderdale
Karen L. Hawkins, Former Director of the Office of Professional Responsibility, Yachats, Oregon
2:15 PM – 3:05 PM
State Tax Civil Procedure
H. French Brown, IV, Tallahassee
3:05 PM – 3:55 PM
Partnership Audits Under the New Regime and Planning/Drafting Considerations
Mitchell I. Horowitz, Tampa
Andrew Stempel, West Palm Beach
3:55 PM – 4:05 PM
Break
4:05 PM – 4:55 PM
Title 31 FBAR Penalty Defense and Litigation
Jeffrey A. Neiman, Ft. Lauderdale
Karen J. Lapekas, Miami
4:55 PM – 5:35 PM
Death and Taxes
Michael A. Lampert, West Palm Beach
