Wednesday Oct 4, 2023
12:00 PM - 1:00 PM CDT
Wednesday, October 4, 2023 12-1 p.m. CDT
Online webinar
Free
Kallie Kleinschmidt
Send Email
When you are facing tax issues in the U.S. or abroad, the process can be intimidating. Whether it’s assessing penalties, dealing with an IRS bank levy or wage garnishment, encountering an aggressive IRS Revenue Officer, or getting a federal tax lien discharged or subordinated, you shouldn’t face the process alone. Our team is comprised of individuals who are both knowledgeable and experienced in the complex process of IRS collections. Join us to learn more about the collections process and how to navigate through the system. Learning Objectives: Discuss common collections issues and opportunities. Identify tax relief programs. Explore the different approaches to dealing with tax liens and levies. Presenters: Ben Peeler, J.D., CPA, LL.M., Partner/IRS Tax Controversy Practice Leader | Eide Bailly Ben joined the firm early in 2014 with many years of tax experience, both as an attorney and an accountant. He specializes in federal tax, controversy and procedure work, assisting clients in the areas of income tax, estate and gift tax, property tax, sales and use tax, estate planning and many other tax matters. Ben's vast experience includes representing clients before the IRS, as well as representing the IRS before the US Tax Court and during litigation before the federal district courts as a special assistant to the United States Attorney. Today, Ben leads the firm's IRS Practices & Procedures as a federal tax, controversy and procedure specialist and serves on Eide Bailly's National Tax Office team that is committed to helping clients resolve their tax issues. Elyse Katz, CPA, Senior Manager, Tax Controversy and Procedure | Eide Bailly Elyse is a former Revenue Agent with the IRS and comes to us with 10 years of experience in IRS Controversy cases. She handled the entire range of income tax audits from large flow-through business entities, captive insurance, employment tax, and individuals for the IRS. She can provide an in-depth understanding of complicated IRS audit issues as well as a diverse understanding of technical tax issues from the IRS perspective. Margarita Stone, J.D., LL.M., Senior Manager, Tax Controversy and Procedure | Eide Bailly Margarita has more than 17 years of tax experience specializing in federal tax, controversy and procedure. She represents clients before the IRS and States in appeals, collection (installment agreements, offer in compromise, levies, and liens) penalty abatement, and exams and tax court representation for controversies involving the areas of income tax, employment tax and other various tax matters. Margarita works to negotiate, mediate, and settle with the IRS and other taxing authorities to resolve clients’ tax matters. CPE Information CPE Credit: 1 Field of Study: Taxes Level of Knowledge: Basic Delivery Method: Group-Internet Based Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.