Jul

    Virtual 2020 May Tax Meeting: Court Procedure & Practice

    1 PM EDT

    Two one-hour panels including: Current Developments with government speakers from IRS and U.S. Department of Justice Tax Division, and ethical issues in handling a tax matter in court. See below for panel details.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    2.00 total credit hours including

    • Ethics/Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2022

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2021

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2021

    2.00 total credit hours including

    • Professional Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    • Substantive Law

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Legal Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.20 total credit hours including

    • Ethics

      Status:

      Approved

      1.20 credit hours

      Available until:

      12/30/2022

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      12/30/2022

    2.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2022

    • Enhanced Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      01/21/2022

    • Ethics

      Status:

      Self apply

      1.00 credit hours

      Available until:

      01/21/2022

    2.00 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2025

    • Legal Ethics/Professional Responsibility

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2025

    2.00 total credit hours including

    • Professional Responsibility

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2021

    • Legal Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2021

    2.00 total credit hours including

    • Ethics and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • Ethics, Professional Responsibility and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics/Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

    2.40 total credit hours including

    • General

      Status:

      Self apply

      1.20 credit hours

      Available until:

      07/21/2023

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.20 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2022

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics or Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    2.40 total credit hours including

    • Ethics

      Status:

      Applied for

      1.20 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Applied for

      1.20 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Specialized Knowledge

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Behavioral Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2022

    • Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics/Professionalism

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    2.40 total credit hours including

    • General

      Status:

      Reciprocity

      1.20 credit hours

      Available until:

      07/21/2023

    • Ethics and Professionalism

      Status:

      Reciprocity

      1.20 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2025

    • Ethics/Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2025

    2.00 total credit hours including

    • Ethics and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Areas of Professional Practice

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics/Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      12/31/2020

    • Attorney Professional Conduct

      Status:

      Applied for

      1.00 credit hours

      Available until:

      12/31/2020

    2.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Substantive

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    • Professionalism (General)

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics or Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics/Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Legal Ethics/Professional Responsibility

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2022

    2.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      10/30/2020

    • Legal Ethics and Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      10/30/2020

    2.00 total credit hours including

    • Law & Legal Procedure

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2025

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/21/2025

    2.40 total credit hours including

    • Ethics

      Status:

      Applied for

      1.20 credit hours

      Available until:

      07/21/2023

    • General

      Status:

      Applied for

      1.20 credit hours

      Available until:

      07/21/2023

    2.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2021

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      07/21/2021

    2.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

    • Ethics

      Status:

      Self apply

      1.00 credit hours

      Available until:

      07/21/2023

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    $50
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    1:00 PM - 2:00 PM
    Current Developments. This panel will include a report from the Tax Court, discussion of significant IRS guidance and litigation, an update on Tax Division priorities, and a discussion of significant pending litigation. The panel will also briefly discuss the final rules promulgated by the Court concerning BBA issues with partnership cases.

    Panelists:
    Jeffrey M. Glassman, Meadows Collier Reed Cousins Crouch & Ungerman LLP, Dallas, TX (Moderator)
    Chief Judge Maurice B. Foley, U.S. Tax Court, Washington, DC
    Jennifer Auchterlonie, Special Counsel, IRS Office of Chief Counsel (Procedures & Administration), Washington, DC
    Joshua Wu, Deputy Assistant Attorney General (Policy and Planning), Department of Justice, Tax Division, Washington, DC

    2:00 PM - 3:00 PM
    Ethical Issues in Handling a Tax Matter in Court. A law practice is infused with several ethical layers, including the ABA Model Rules, state Bar requirements, Circular 230, and the rules of practice and procedure of the various courts in which a lawyer appears. A tax practice is no different. It requires close attention to detail to ensure that a tax lawyer remains on the correct side of the applicable ethical lines, particularly when communicating with third parties who are not clients. This panel will discuss how the ethical rules impact handling a tax matter in court, with a particular focus on communicating with prospective clients, third parties (including third party witnesses), opposing counsel, and the court, and will offer tips on effectively representing clients within the bounds of what is required under the ethical rules.  Co-sponsored by the Committee on Standards of Tax Practice.

    Panelists:
    Kandyce Korotky, Covington & Burling, Washington, D.C. (Moderator)
    Judge Paige L. Marvel, United States Tax Court, Washington, D.C.
    Elizabeth G. Chirich, Chief, Branch 1, Procedures & Administration, IRS Office of Chief Counsel, Washington, D.C.
    Guinevere Moore, Johnson Moore, Chicago, IL
    Mitchell I. Horowitz, Buchanan Ingersoll & Rooney P.C., Tampa, FL

    Event Details

    Format

    Web

    Date

    Jul 22, 2020

    2020-07-22T13:00:00-04:00 2020-07-22T15:00:00-04:00 Virtual 2020 May Tax Meeting: Court Procedure & Practice

    Two one-hour panels including: Current Developments with government speakers from IRS and U.S. Department of Justice Tax Division, and ethical issues in handling a tax matter in court. See below for panel details.

    Sponsors

    Section of Taxation

    MCLE Information

    The ABA will seek 2.0 CLE credit hours in 60-minute-hour states including 1 hour of ethics credit, and 2.4 CLE credit hours in 50-minute states, including 1.2 hours of ethics credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

    CPE Information

    The American Bar Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors for Group Live programs (live in-person). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Due to the COVID-19 crisis, many State boards of accountancy are providing flexibility in the instructional delivery method and allowing for Group Live approved providers to issue credits for Group Live Internet Based vended programs. Kansas does not allow for this flexibility, and waiver requests are pending with Iowa, New York, and North Dakota. All other State boards of accountancy have noted their flexibility. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www. learningmarket.org. Recommended CPE Credits and Fields of Study: Program attendees can earn up to 3.0 CPE credits in Tax. There are no prerequisites.

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