Webinar: Tax Truths & Tribulations: Navigating Discrimination and ITIN Challenges in Taxpayer Representation by Tax Practice Pro

Tax Truths & Tribulations: Navigating Discrimination and ITIN Challenges in Taxpayer Representation

About

PLEASE NOTE: ONLY ONLINE REGISTRATION AVAILABLE NOW. NO MORE IN-PERSON SEATS ARE AVAILABLE.

Representing a taxpayer before the IRS can sometimes take an uncomfortable turn when you suspect that national origin-based discrimination is affecting their treatment or outcome. Such discrimination is unacceptable and must be addressed head-on. This program will explore how to recognize and combat national origin-based discrimination, the impact of the pandemic on ITIN filers, recent legislation and ITIN-related tax credits, the Allowable Tax Benefit Rule, and available language assistance options. We’ll also cover how to file complaints with the IRS Office of Equity, Diversity and Inclusion, the Taxpayer Advocate Service, and the Treasury Inspector General for Tax Administration. Equip yourself with the knowledge to defend your clients' rights effectively.

This webinar is available for Virtual or LIVE In-Person attendance. [IN PERSON registration closed at 11 AM EDT Sept. 6th]

The LIVE class will be held at:
Jones Day, NYC,
250 Vesey St.
New York, NY 10281-1047 or online

Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.

Topics Include:
National Origin-Based Discrimination
Effects of the Pandemic on ITIN filers
Recent Legislation/ITIN Programs and Credits
Allowable Tax Benefit Rule
Language Assistance
Contributions of Immigrant Communities
Filing a complaint with EDI, TAS and TIGTA

Speakers Include:
Nina Olson, Executive Director at Center for Taxpayer Rights
Anna Tavis, Staff Attorney at Brooklyn Legal Services
Dewayne Harley, IRS, Program Lead, Language Access and External Complaints
and Investigations Programs, Office of Equity, Diversity and Inclusion
David C. Long, IRS, Lead Equal Opportunity Specialist
Brenda Stuart-Luke, IRS, Senior Stakeholder Liaison
Tatiana Williams, IRS, Senior Stakeholder Liaison
Frank Agostino, Esq., Agostino & Associates, Hackensack, NJ

3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits

WEBINAR ENDED

Presenters

Frank Agostino, Esq.

President

Frank Agostino is the founder and president of Agostino & Associates, P.C. Prior to entering private practice, Mr. Agostino was an attorney with the Internal Revenue Service’s District Counsel in Springfield, Illinois and Newark, New Jersey. He also served as a Special Assistant United States Attorney, where he prosecuted primarily criminal tax cases. As an adjunct professor, Mr. Agostino taught tax controversy at Seton Hall University W. Paul Stillman School of Business and Rutgers School of Law. He also served as the co-director of the Rutgers Federal Tax Law Clinic.

Mr. Agostino is a frequent speaker and author on tax controversy and litigation matters. He serves on the Advisory Board of the Journal of Tax Practice and Procedure. Mr. Agostino is actively involved with the American Bar Association and the New York County Lawyers’ Association. Mr. Agostino is also the President of Taxpayers Assistance Corp., which provides tax and legal advice to low income taxpayers in the NY/NJ area.

John Sheeley EA

Founder

Chester, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.

John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States. The Firm prepares the occasional cannabis industry and crypto currency tax return.

John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad. He can be reached at john@taxpracticepro.com

J. Sheeley

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