Representation Regarding All Tax Matters
San Francisco Bay Chapter Virtual Meeting

Date and Time:

Friday, August 7, 2026
9:00 AM to 12:30 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

This topic will discuss the Representation before the Internal Revenue Service which encompasses knowledge, authority and application of law and any required administrative procedures. This will include drafting & presenting arguments to all divisions of the IRS, such as IRS Exam, IRS Appeals, IRS Collections & IRS Chief Counsel. You will learn the components of representation vary from case-to-case such as: Authority to represent a taxpayer; Consideration of the Statute of Limitations; Representation during an Audit; Understanding our limits of practitioner authority; and to explore the "Pros & Cons" or "Do's or Don'ts" during representation and other proper tactics.

Presenter:

LG Brooks, EA, CTRS
LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. However, LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs and EAs which is headquartered in Buffalo, NY. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax-Court Litigation Support Services. LG continues to provide tax presentations for numerous tax and accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI). He is currently a faculty member of the National Tax Practice Institute (NTPI) and he is extremely proud and honored to be an Enrolled Agent. 

CPE Information:

4 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02316-26-O
CTEC: 1000-CE-05808

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $55
Non-Members: $85

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.