Effectively Handling A Surprise IRS Visit—What To Do When An Agent Shows Up Unexpectedly
San Diego Chapter Monthly Dinner Meeting

Date and Time:

Thursday, August 16, 2018
5:00 p.m. - 7:30 p.m.

Location:

Handlery Hotel and Resort
950 Hotel Circle North
San Diego, CA 92108

Topic:

Mitch Dubick and Josh Katz will discuss current developments and best practices for protecting your clients and yourself when a civil or criminal agent or officer shows up. Topics include searches and summonses, privileges, fraud, preparer penalties, Criminal Investigations and Civil Exams, Collection enforcement, and IRS’ new focus on Employment tax crimes.

Presenters:

Mitch Dubick
Presenter Bio: Mitch Dubick concentrates his practice in tax controversy matters, representing individual and business entities before the IRS and all state taxing authorities, as well as business, real estate, and tax planning. His decades of experience and cost-effective solutions have made him the choice of clients, accountants, and other lawyers to handle their tax disputes, including audits, overdue returns, offshore accounting, appeals, collection matters (including liens and levies), installment agreements and Offers in Compromise. Originally from Cleveland, Ohio, Mr. Dubick began his legal career with the Department of Justice in Washington, D.C., handling civil and criminal cases throughout the United States. Since coming to San Diego in 1981, he has handled a wide variety of corporate, partnership, and individual business and tax litigation matters, as well as serving as an expert witness. He is a past Chair of the Taxation Section of the San Diego County Bar Association, and served for several years as the attorney representative on the IRS District Director’s Tax Practitioner Panel. Mr. Dubick is a frequent speaker before tax professionals in the areas of tax disputes and litigation, and received the highest rating (A-V) from Martindale-Hubbell for ethics and legal ability. He has been named several times as one of the Southern California Super Lawyers®. In addition to professional commitments, Mr. Dubick has served on many charitable boards and organizations. He has served as Chairman of the Board of Trustees of the Seacrest Village of San Diego Senior Community Centers, Chairman of Second Chance, and a National Commissioner and National Executive Committee Member of the Anti-Defamation League. Recognized for his commitment, he received the ADL’s Torch of Leadership Award. He is also a trustee of the San Diego Museum of Man.

Joshua Katz
Presenter Bio: Joshua Katz specializes in tax law, representing corporate and individual clients before the Internal Revenue Service, California Franchise Tax Board, the California State Board of Equalization, and other State taxing authorities. His focus is on tax controversy matters, which includes: audits, appeals, tax liens, levies, installment agreements, and offers in compromise. Mr. Katz is fluent in both English and Spanish. In 2018, he was selected as a Super Lawyers® Rising Star. Prior to joining Higgs, Mr. Katz practiced civil and criminal law in the San Francisco Bay area. While in law school, Mr. Katz interned for the San Francisco District Attorney Pre-trial Division and the San Diego County District Attorney Economic Crimes Division and Lifer Hearing Unit. Outside of work, Mr. Katz enjoys composing music, reading, chess, rock-climbing, backpacking, and playing tennis.

Registration:

Member: $40 (with reservations)
Non-Member: $45
At the Door: $50

Please Contact Bob Schlesinger to Register:

Bob Schlesinger: [email protected] or (619) 713-3786
Please RSVP prior to Monday August 13th with your meal choice of Chef's Choice or Vegetarian. Reservations after that date cannot be guaranteed a choice in meal options. We will do our best to accommodate, but responding by August 13th ensures your choice.

CPE Information:

2 Federal Law Hours
IRS: 18QC1-T-01014-18-I
CTEC: 1000-CE-4389

Knowledge Level:
 Basic/Intermediate

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

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