S12-From Knowledge to Mastery: Key Court Cases in Tax Law

Thursday, June 27 | 8:00 am - 9:40 am
Track: Individual
CE:
     2 hours Federal Tax Law (EA, CRTP, OTRP)
     2 hours Taxes/Tax Planning (CPA, CFP)
     1.75 hours Taxation Law (Attorney – CA Bar MCLE)
     2 hours (CSEA/NAEA)
Speaker: Thomas A. Gorczynski, EA, CTC, USTCP

Description: Practice in the tax field is not accounting -- it is law. To excel as a tax practitioner, you need to understand the key concepts in the tax law as defined in court cases.  In this session, we will review some of the foundational court cases in the tax law, discuss their holdings, the outline their implications, and how you can leverage this knowledge into your everyday practice.

Learning Objectives
1. Understand the background in key tax cases and why they are still important                               
2. Know when and how to use these cases to your client’s advantage                                     
3. See when you can apply these cases to current transactions                                 
4. Comprehend how the holdings from these cases evolved over time

Learning Level: Intermediate

Prerequisites: None

Advanced Preparation: Participants are strongly recommended to read the court cases in advance of the session