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Earn 3.0 Hours of MCLE which includes Legal Specialization in Taxation Law.
Session I | 1:00 PM - 2:05 PM Recognizing Bias and Serving Diverse Taxpayers: Practical Strategies for Tax Practitioners Implicit bias and structural barriers can influence decision-making in legal practice, affecting hiring, case strategy, client relationships, and interactions with government agencies. At the same time, tax practitioners increasingly represent clients facing language barriers, cultural differences, and physical or cognitive disabilities. This program examines how these issues intersect in the tax system and within the legal profession itself. Through case studies, research on implicit bias, and discussion of California state agency, IRS and Tax Court resources, panelists will highlight practical tools for identifying bias, improving communication, and effectively representing diverse taxpayers.
Session II | 2:15 PM - 3:15 PM So You Want to be a Criminal Tax Lawyer – Insights from IRS Counsel and Defense Counsel Learn about the most common tax crimes and the elements the government must prove in a criminal tax case, the government’s priorities when selecting cases for investigation, what to do when your client’s civil audit has warning flags, and what to do if your client is investigated…or worse.
Session III | 3:25 PM - 4:25 PM Navigating Messy Issues in Trust & Estate Disputes and Estate and Gift Tax Controversies Trust and estate disputes can get complicated. Estate and gift tax controversy is no different. Disputes can often lead to litigation with multiple interested parties. This presentation will focus on some of the common trust and estate disputes and estate and gift tax controversies. This includes the duty of the attorney to third party beneficiaries, elder abuse, issues of privilege, and what to expect during an estate tax audit.
We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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