Explore the legal and ethical issues involved with providing documents to the IRS.
When representing clients before the IRS, practitioners often have to decide what to give to the IRS and what not to. This webinar will examine the legal and ethical issues involved in providing documents to the IRS. We will explore different approaches to determining what to provide and what to withhold. The webinar will also cover topics such as taxpayer summons, the Taxpayer Advocate, privilege, and other areas where document provision may come into play. After this webinar, you will feel more confident in your representation of clients before the IRS, ensuring you have appropriately assisted your clients with the documents provided.
5 activities • 4 videos • duration: 4h 5m
Nick Preusch’s primary focus is performing tax services for high wealth individuals and mid-to-large business entities. Nick’s responsibilities include tax research related to complex business transactions and tax return preparation and review. He also works closely with businesses and individuals to find tax efficiencies through ever-changing tax legislation. He was also an Internal Revenue Service (IRS) attorney at the IRS National Office in Washington, DC, where he was the lead attorney for several significant tax ethics cases. Nick co-authored Tax Preparer Penalties and Circular 230 Enforcement, a textbook published by Thomson Reuters. He has also been published in the AICPA’s Tax Advisor and Journal of Accountancy along with CCH’s Journal of Tax Practice and Procedure. In 2017, he was named one of the VSPCA’s Top 5 Under 35. In 2018, he was named to CPA Practice Advisor’s Top 40 Under 40. In 2018, he was part of the AICPA’s New Face of Tax ad campaign. Nick is a licensed attorney in New York and a Certified Public Accountant in Virginia. He earned an LLM in Taxation from Georgetown University, a JD from Case Western Reserve University, and an MS in Accounting from the University of Connecticut.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
