CHC Hot Topics in IRS Tax Controversies; Avoid & Abating Penalties with Patti Burquest, McGladrey LLP (Santa Barbara) | C1130615


Date :
June 16, 2015 8:00 AM - 11:00 AM
Location :
Channel Counties
Facility :
Conference Call
Level of Difficulty :
CPE Credits :
CPE 3.00
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The program will highlight recent changes in the way IRS will conduct its examinations of businesses, including corporations and partnerships. We will discuss managing the new Appeals Judicial Approach and Culture (AJAC) procedures at Appeals and during the examination. Our coverage of examination issue will include areas of frequent IRS inquiry, including the Tangible Asset Regulations. Penalties have become a major focus area of the IRS. We will discuss how to avoid penalties and how to obtain abatements of penalties if the IRS imposes them. Our coverage will include delinquency penalties (including those imposed on delinquent international information returns), accuracy-related penalties imposed by IRS Examination, and claim-related penalties.
This event will be held on Tuesday, June 16 at the Santa Barbara Club.   


Participants will: Learn about the new about new IRS programs and procedures impacting examinations and the IRS Appeals process; Gain insights into successful management of IRS examinations; Understand how penalties arise, how to avoid them and how to eliminate them if they are imposed.

Major Subjects:

Recent procedural changes impacting IRS examinations including: issue focused examinations; Information Document Request (IDR) enforcement procedures, Appeals new role under the AJAC procedures and how those procedures impact LB&I and SB/SE examinations. Best practices for managing IRS examinations under these new IRS procedures. Penalties: how to avoid them and how to abate them if they can't be avoided.

Advanced Prep:


Misc. Information:

Registration includes breakfast buffet at 7:30 a.m. Cost: $50/Members; $60/Nonmembers
Level of Difficulty:
Field of Interest:
Some knowledge of IRS examinations and IRS penalties topic preferred.
Designed For:
CPAs, attorneys and professional staff.


Patti Burquest
Patti Burquest leads the Washington National Tax team in the area of tax controversy. With over 25 years handling IRS Examination and Appeals matters, her experience includes Alternative Dispute Resolutions including: Pre-Filing Agreements, Advance Issue Resolution (AIR) Agreements, Voluntary Compliance Agreements, Fast Track Settlements/Mediations, Appeals Settlements and Post Appeals Mediations. Patti also specializes in penalty and interest abatements, IRS account issues, 9100 relief for missed elections and IRS filing issues. As the former KPMG National Principal-in-Charge, Complex Interest Services practice, and a Principal in the Tax Controversy Services practice, Patti has advised clients on IRS matters, handled Examination and Appeals cases (including Alternative Dispute Resolution cases), and successfully obtained abatements (and refunds) of penalties and interest. She also served on a national team advising clients on Net Operating Loss Carryback issues and assisted hundreds of clients to expeditiously obtain tax refunds. Patti has developed excellent relationships with IRS in the Examination, Appeals and Service Center functions. Previously, Patti was with the IRS Chief Counsel’s Office for seven years where she served as a National Office attorney and technical advisor to the IRS Chief Counsel and to the Special Counsel (Large Case). Her office managed the Chief Counsel’s Industry Specialization Program. Patti pioneered the Intangibles Settlement Program which successfully resolved approximately 70 percent of the IRS’s intangibles issues inventory. She also served as Acting Special Counsel to the Director of the IRS Advance Pricing Agreement (APA) Program. Prior to the IRS, Patti was with Arthur Young & Co, providing tax consulting and tax planning services and assisting in the development of various tax-advantaged financing transactions. She frequently speaks at national programs including those of the Tax Executives Institute and the American Bar Association.
No Agenda or Materials posted.