Content Provider
Mccarter logo

Middlebanner capstand04172024
Self-Study CPE
RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS
View Details/Register
INTRODUCTION TO ANNUITIES IN 2024
View Details/Register
INTRODUCTION TO LONG-TERM CARE IN 2024
View Details/Register
AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
View Details/Register
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
View Details/Register
AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
View Details/Register
ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
View Details/Register
FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
View Details/Register
THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
View Details/Register
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
View Details/Register
Agostino nonattorneys

WHAT NON-ATTORNEYS NEED TO KNOW ABOUT LITIGATING VALUATION CASES

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Approximately one-third of all cases before the United States Tax Court implicate valuation in one form or another. This webinar is offered by a leading private law practitioner in the fields of tax and valuation. He will provide insights on litigating valuation cases and offer practical strategies that practitioners can use to limit their clients' audit and litigation exposure. Among the topics he will discuss are the substantiation rules that are most likely to apply in a valuation context, audits of valuation issues, administrative appeals rights in valuation cases, and trial aspects of a valuation case, including submission of expert reports, discovery of expert reports, and the cutting-edge hot-tub procedure that Judges are using to receive expert testimony. This webinar is a must-attend for any practitioner who regularly files tax returns where valuation is at issue.

Linkedin
Mccarter logo

Lawrence (“Larry”) Sannicandro is an associate in the Tax, Employee Benefits & Private Clients Practice Group who concentrates his practice on tax controversy and tax planning matters.  He represents businesses, estates, trusts, and individuals at all stages of tax controversies, including in audits, before the IRS Office of Appeals, and in litigation before the United States Tax Court, the U.S. Court of Federal Claims, the U.S. District Courts, and the U.S. Courts of Appeals. 

Additional Materials
Outline
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Mccarter logo
McCarter & English, LLP is a firm of approximately 400 lawyers with offices in Boston, Hartford, Stamford, New York, Newark, East Brunswick, Philadelphia, Wilmington and Washington, DC. In continuous business for more than 170 years, we are among the oldest and largest law firms in America.