Federal Tax Refund Litigation: Disputing Tax Liability, Key Issues and Pitfalls to Avoid for Tax Counsel

This CLE/CPE webinar will provide tax counsel and advisers guidance on best practices in handling federal tax refund litigation matters. The program will discuss the impact of recent tax cases, navigating administrative procedures and prerequisites for filing suit, common challenges, district court vs. Court of Federal Claims, and litigation tactics. The panel will also discuss key considerations in resolving tax refund controversies and offer practical tips in light of recent court cases.

Taxpayers may seek recovery of taxes in court if they are not able to come to a resolution with the IRS. Federal tax refund litigation is the legal process that allows a taxpayer to recover taxes, including penalties, that have been erroneously collected by the IRS.

The IRS has been aggressively enforcing compliance with U.S. tax rules and regulations; however, in some cases, taxpayers may challenge tax assessments in court. Federal tax refund litigation can be used to contest income tax liability, payroll taxes, estate and gift taxes, and penalties. Tax counsel and advisers must understand applicable tax rules, administrative procedures, taxpayer rights, and other key items in order to effectively represent taxpayer-clients in tax refund claims.

Listen as our panel discusses federal tax litigation, prerequisites and procedures, district court vs. Court of Federal Claims, and key areas of focus for counsel and advisers.