Taxation Section: Study Groups

The Maryland State Bar Association Courthouse Identification Badge is available to any attorney who has been admitted to practice law in this state, who is currently a member of the bar in good standing, and who is currently certified by the Court of Appeals as an active practitioner.

Mentoring Program

The MSBA sponsors this program to assist newer, less experienced members of the bar. It provides a resource for attorneys to seek and receive advice or discuss concern about law office management, escrow accounts, procedural issues and many other topics.

Taxation Section

Tax Controversy Study Group

Contact:

Location:

David Jay Polashuk
Levy Mann Caplan Hermann & Polashuk
400 Redland Ct, Ste 110
Owings Mills, MD 21117-3291
Phone: (410) 998-2000
Fax: (410) 998-2007
Email: dpolashuk@lmcplaw.com

Rosenberg, Martin, Greenberg LLP
25 South Charles Street
21^st Floor
Baltimore, Maryland 21201-3305

2012-2013 Schedule

Meeting Time: 8:30 a.m. to 10:30 a.m.

Date	Speaker	Topic
September 19, 2012
October 17, 2012
November 14, 2012
December 19, 2012	James Leith, Local Taxpayer Advocate for the State of Maryland
January 16, 2013
February 20, 2013
March 20, 2013	Velda Scye, Manager of the Technical Assistance Group in Baltimore
April 17, 2013
May 22, 2013
Meeting announcements and topics are e-mailed shortly before each meeting. If you would like to be added to the e-mail list, contact David J. Polashuk at dpolashuk@lmcplaw.com

Dues: $35.00 (Dues will be collected at the first meeting. Please make checks payable to Rosenberg Martin Greenberg, LLP).

Prior Meetings and Materials:

Handout from Meeting on December 10, 2009
An Overview of IRS Appeals: View Part 1 | View Part 2
Speaker: Ruth Vriend, Area Director for Appeals/Settlements | Date: October 7, 2009
Voluntary Disclosure of Offshore Accounts
BJ Haynes (May 7, 2009)
April 23, 2009 - Tax Litigation (Part I)
Brian L. Oliner, Esquire, Assistant Attorney General and Counsel to the Comptroller
Michael J. Salem, Esquire, Assistant Attorney General, with the Comptroller's Office
David M. Katinsky, Esquire, Department of Justice Tax Division
Materials:
Tax Litigation - Maryland Appeals Process
Comparative Procedures - State-Federal Tax Refund Litigation
February 10, 2009 - Introduction to Appeals Glenn Polser, Appeals Team Manager. Baltimore, MD
[Materials - Introduction to Appeals]
Alternative Dispute Resolution Programs to resolve cases while they are still in the Examination & Collection process
Fast Track Mediation - (Mediation - Rev. Proc.2002-44, 2002-26 IRB 10)
Fast Track Settlement (Small Business & Self Employed Cases) - Announcement 2006-61
Fast Track Settlement (Large & Mid-Size Businesses) - Revenue Procedure 2003-40
Alternative Dispute Resolution Programs for Cases that are in Appeals
Post Appeals Mediation - (Mediation - Rev. Proc. 2002-44, 2002-26 IRB 10)
Arbitration - (Arbitration - Announcement 2002-60, 2002-26 IRB 28)
All of the above programs can be found at the IRS website by clicking on Tax Professionals, Appeals, and Alternative Dispute Resolution.
IRS Offers in Compromise Handout (10/14/08 Tax Controversy Study Group Meeting)
IRS Offers in Compromise Video (10/14/08 Tax Controversy Study Group Meeting)

Taxpayer Advocate Service handout
(9/16/08 IRS Practitioner Liaison Meeting)
March 30, 2005 – Tax Issues in Bankruptcy
B.J. Haynes, CPA, JD (Firm)
[Materials: Tax Issues In Bankruptcy]
PDF Document | size: 2.6 mb
April 28, 2005 – Circular 230
David Borinksy, Esquire (Gordon, Feinblatt, Rothman, Hoffberger & Hollander, LLC)
[Materials: Description of Final Regulations Under Circular 230 (May 10 2005)]
PDF Document | size: 789 kb

Dept of Treasury Regulations Governing Practice Before the IRS
PDF Document | size: 931 kb
November 1, 2005 – Lifecycle of a Maryland Tax Controversy
Brian Oliner, Esquire (Davis, Agnor, Rapaport & Skalny, LLC)
Life Cycle of a Maryland Tax Controversy
PDF Document | size: 103 kb
SDAT Statistical Report
PDF Document | size: 1.31 mb

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