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Practicalissues greaveswu

SELECTED PRACTICAL ISSUES FACING TAX PRACTITIONERS

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 13, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Tax professionals face an array of practice management challenges as business, technology and ethics continue to evolve. This presentation will provide insights regarding some of the hot issues facing tax professionals today. Topics will include, fees and alternative fee arrangements, common issues with engagement letters and the scope of work, client competency, the execution of documents on behalf of a client, and the ethical and legal issues relating to client data protection and cybertheft.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Josh Wu advises large corporations, mid-size businesses, startup companies, and high-net-worth individuals on all aspects of federal tax law. He has particular experience with resolving complex IRS audits, administrative appeals, civil tax litigation, offshore trusts and assets, multijurisdictional investigations, and IRS collection matters.

Josh represents clients in an array of tax controversies and tax litigation matters before the Internal Revenue Service (IRS), the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Court of Appeals for the Federal Circuit.

He regularly helps clients respond to IRS information document requests, manage electronic discovery, prepare for interviews with the IRS, and navigate procedural issues.

Prior to joining Clark Hill Strasburger, Josh worked for several international law firms, including Latham & Watkins LLP, and has been quoted in major news outlets such as The Street, Federal Tax Weekly, and Business News Daily.

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Citrix ShareFile helps businesses exchange files easily, securely and professionally. Jesse Lipson launched ShareFile in November 2005. For six years, he grew the company with no outside capital to almost 20,000 paying corporate customers and 3 million business users in more than 100 countries. In October 2011, Citrix Systems announced its acquisition of ShareFile. Citrix ShareFile now has more than 50,000 corporate customers and 17 million users around the globe.