In a unanimous opinion delivered by Chief Justice John Roberts on May 18, 2023, the Supreme Court ruled that the Internal Revenue Service was not required to notify an individual and two law firms of summonses seeking their banking records. In the matter of Polselli et al. v. Internal Revenue
Don Fort participates in the Cambridge Forum on International Tax & Disputes in Cascais, Portugal. Description: The Forum Steering Committee welcomes up to 40 leading lawyers personally selected from renowned regional, national, and multinational firms around the world. With increased transparency and information sharing amongst tax authorities, the use of
Caroline D. Ciraolo co-chairs the Cambridge Forum on International Tax & Disputes in Cascais, Portugal. Description: The Forum Steering Committee welcomes up to 40 leading lawyers personally selected from renowned regional, national, and multinational firms around the world. With increased transparency and information sharing amongst tax authorities, the use of
Caroline D. Ciraolo leads a discussion titled “You’ve Got a Friend – Leveraging Relationships with Treaty Partners…” at the Forum on International Tax & Disputes presented by Cambridge Forums. Description: Faced with substantial tax gaps, aggressive tax avoidance, and abusive tax structures, tax authorities around the world are increasing civil
On May 3, 2023, Megan L. Brackney participates in a panel titled “Hot Button Topics with the IRS: A Conversation with Three Tax Controversy Practitioners” for STEP NY. Description: In this panel, Lawrence Lipoff leads a conversation with Megan L. Brackney, Thomas Ostrander and Miri Forster, three tax controversy experts, about
On June 1, 2023, Andrew Weiner presents on a panel titled “Key Developments in Tax Controversy” at the FBA Insurance Tax Conference. Description: This panel will cover several recent, critical developments in the tax controversy space. The program will provide the attendees with an understanding of the Inflation Reduction Act
On May 25, 2023, Don Fort presents on the AML Rightsource Voices Webinar titled “Private-Public Partnerships and how they enhance detection, prevention, and reporting of financial crime.” Description: The AML/Sanctions/CFT community has long embraced partnerships and collaboration. This edition of AML Voices will focus on the value of these partnerships
On May 30, 2023, Don Fort appears on the Center for Taxpayer Rights’ Tax Chat! Series on Transforming Tax Administration in an episode entitled “Tax Chat on Big Data and AI in Tax Administration.” Participants: Host: Nina Olsen, former National Taxpayer Advocate Guest: Don Fort, Kostelanetz LLP Click here for
On May 2, 2023, Michael Sardar presents a webinar entitled “Using the Voluntary Disclosure Process to Bring Taxpayers Back into Compliance” for the CPA Academy. CPE and CE credit is offered for this event. Description: The IRS’s voluntary disclosure practice provides taxpayers who have previously not complied with their tax
