Appealing Decisions - Audit, OIC, Tax Court, Bankruptcy Court, Federal District Court
Temecula Valley Chapter In-Person Meeting

Date and Time:

Wednesday, October 5, 2022
5:30 to 8:00 PM

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562

Topic:

Because sometimes things don't turn out like we want them to, there must be a way to challenge the outcome. Once a decision is made, there are ways to appeal those decisions. From a tax professional perspective, it is possible to appeal Audits, Offer in Compromises, installment agreements, tax assessments, and penalty assessments. Often this process requires us to look around for a different forum to hear our case. The forums could include IRS appeals, managerial appeal, Taxpayer Advocate, managerial appeal, US Tax Court, Federal District Court, Federal Court of Claims, and Bankruptcy Court. This class will explore appeal options so you'll have more tools in your toolbox to correct a bad tax decision.

Presenter:

Gary Quackenbush, ESQ.
Gary Quackenbush and his team operate an Estate Planning and Financial Solutions law practice, GQ LAW, in San Diego, California, and San Juan Capistrano, California. Since1988 his emphasis has been estate planning, tax and financial problem solving, and implementing solutions for tax problem resolution such as Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc. His estate planning practice focuses on wills, trusts, and estate administration including probate court work and inheritance litigation. The firm handles contract disputes, property disputes, and business matters. His small business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies. Gary received his Bachelor of Science degree in business finance from Brigham YoungUniversity in 1984. He received his Juris Doctor degree from California Western School of Law in 1988. He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern, Central, and Northern Districts of California, Federal District Court in the Southern and Central districts of California, FederalDistrict Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court. Gary is a regular guest lecturer to tax professionals, attorneys, and volunteer organizations. He is the producer and host of “Word on Wealth with Attorney Gary Quackenbush” radio show heard weekdays at 2 PM on KCBQ 1170 AM and KPRZ 1210 AM.His podcast “GQ on the Law” available on iTunes, Podbean, and Google Podcasts. He has been a guest on UTTV “The American Dream” and the “Taylor Baldwin Show” and has appeared on NBC, ABC, CBS, and KNSD TV.He is Past-President of the California Society of Tax Consultants, San Diego Chapter and is Past President of CSTC at the state level. Gary and his wife Cheryl’s growing family consists of four children, their spouses, and twelve grandchildren. Outside of the office you will find Gary spending time with Cheryl and their family, traveling, water skiing, boating, rock climbing, mountain biking, hiking, and camping.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01731-22-I
CTEC: 1000-CE-5150

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $38
Non-Members: $68

Please call or email Alice Perez to register:

email: [email protected]
phone: 951-674-8111

Please include your PTIN and EA or CTEC numbers when registering.

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.