Penalty Defense: Navigating New Automatic Exemption From Penalties, FTA Phaseout, and Reasonable Cause Relief

Ms. Gozlan is a Senior Associate at Lippes Mathias, where she advises high-net-worth individuals, families, family offices, estates, and closely held businesses on complex domestic and international tax matters. Her practice includes representing clients before the IRS in examinations, collection matters, refund claims, and other tax disputes, while also advising on estate and gift tax matters, business succession planning, and tax-sensitive strategies for closely held businesses and their owners. Ms. Gozlan works closely with clients, accountants, wealth advisors, and other professionals to identify and address tax issues arising from significant wealth, business, and life transitions. Before joining Lippes Mathias, she served as an Attorney with the Internal Revenue Service’s Office of Chief Counsel in the Large Business & International Division, where she advised examination teams in the Global High Wealth and Large Partnership practices. Ms. Gozlan's government experience includes complex partnership and cross-border tax matters, sophisticated tax structures, and examinations of high-net-worth taxpayers and closely held businesses, giving her a unique perspective on how the IRS approaches complex tax planning, compliance, and enforcement.