BERKS COUNTY ESTATE PLANNING COUNCIL

Join us for a presentation on Making Friends with the IRS with C. Robert Rice, Jr., ESQ, CPA, CVA, CGMA and

Juliette Rice, MS, EA, RICE CPA PC
 

7:45–8:10 a.m. Networking

8:10–9:30 a.m. Breakfast & Presentation
 

Know the taxpayer | Know the liability | Know the deadline | Know the statute | Know which door to knock on

Topics to be covered

1. The IRS Just Became an Estate Creditor
2. Representation: Who Can Talk to the IRS After Death?
3. Before You Distribute the Estate: Know the Federal Government's Position
4. Federal Tax Liens: When the IRS Follows the Property
5. CAP Appeal: When the Estate Needs an Answer Now
6. CDP Hearings: When Collection Rights Become Litigation Rights
7. CAP vs. CDP: Which Door Do We Open?
8. Kwong v USTC
9. Form 911: When the IRS Process Is Harming the Estate
10. The IRS Statute Nobody Should Ignore: CSED
11. The Deceased Taxpayer With Missing Returns
12. The Estate Attorney's IRS Toolbox
13. Case Study: The Estate Is Ready to Close-Except for the IRS
14. When Should the Estate Attorney Call the Tax Professional?
15. Making Friends with the IRS: Five Rules for Estate Attorneys

Sponsored by Berks County Community Foundation