Megan L. Brackney Presentations

Presentations

  • "Effectively Representing Taxpayers Before the IRS", Sid Kess All-Star Series, FAE Learning Center, New York, NY, December 28, 2016
  • "Receipts...What Receipts?", New England IRS Representation Conference, Foxwoods Resort Casino, Ledyard, CT, November 18, 2016
  • "Ethical Considerations For Tax Professionals", Executive Taxation Series on Ethical Considerations for Tax Professionals, Baruch College, New York, NY, October 31, 2016
  • "The Full Price of a Mistake: Tax Penalties, Transferee Liability and Fiduciary Liability", 2016 Private Wealth and Taxation Institute, Hofstra University, Hempstead, NY, May 20, 2016
  • "Women and Tax", ABA Section of Taxation, 2016 Midyear Meeting, Grand Hyatt, Washington, D.C., May 06, 2016
     
  • "What the FATCA? An Update on Foreign and Informational Reporting Relevant to Estate Planners", ABA Section of Taxation, 2016 Midyear Meeting, JW Marriott Los Angeles, Los Angeles, CA, January 30, 2016
     
  • "The Convergence of Immigration & Tax Issues for Closely Held Businesses: Opportunities and Pitfalls for Employers", ABA Section of Taxation, 2016 Midyear Meeting, JW Marriott Los Angeles, Los Angeles, CA, January 29, 2016
     
  • "To File or Not to File - That is the Question", ABA Section of Taxation, 2016 Midyear Meeting, JW Marriott Los Angeles, Los Angeles, CA, January 28-30, 2016
     
  • Case Studies in Ethics, Zicklin Tax Seminar Series, December 07, 2015
     
  • "Payroll Tax Liabilities and Challenging the Trust Fund Recovery Penalty", New England IRS Representation Conference, November 20, 2015
     
  • "How Far Can You Go? Ethical and Penalty Issues in Everyday Tax Practice", Berdon Accountants and Advisors, November 05, 2015
     
  • "Fixing Common Tax Problems", Zicklin Tax Seminar Series, October 20, 2015
     
  • "Ethics: Fixing Common Tax Problems", ALI 2 day webcast, October 08, 2015
     
  • "FATCA for Estate Planners: A Practical Approach", ALI/CLE Audio Webcast, July 14, 2015
     
  • White Collar Roundtable, AFDA White Collar Roundtable Seminar, webinar, June 25, 2015
     
  • "How to Navigate the Now-Perpetual IRS Offshore Voluntary Disclosure Program and the Newer Options", New York University Tax Controversy Forum, New York City, June 5, 2015
     
  • "Coming into Compliance Representing Taxpayers with Unreported Foreign Assets", NYU 7th Annual Tax Controversy Institute, New York, NY, June 5, 2015
     
  • "Defending Clients from the Trust Fund Recovery Penalty", American Bar Association Section of Taxation, Washington, DC, May 8, 2015
     
  • "Professional Athletes' Tax Returns: Analyzing the 'Jock Tax'", Fordham Law School 19th Annual Sports Law Symposium, April 1, 2015
     
  • "Nut's and Bolts Tax Penalties 2015: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties", PLI Partnership Program, New York City, March 20, 2015

  • "Maybe It's Not Too Late: Section 9100 Relief for Late Elections in the Partnership Context", American Bar Association, Section of Taxation Midyear Meeting, Houston, TX, January 30, 2015
     
  • "Maybe It's Not Too Late: Section 9100 Relief for Late Elections in the Partnership Context", Webinar, NY, January 29th, 2015
  • "Mitigating the Conviction:  Addressing Immediate and Collateral Consequences", Criminal Tax Fraud and Tax Controversy 2014, Las Vegas, NV, December 12, 2014
         
  • "Criminal Tax Investigations: What to do When Either You or Your Client is Contacted by an IRS Special Agent", New England IRS Representatives, Conference, Foxwoods, Ledyard, CT, November 21, 2014
         
  • "Eggshell Audits: Handling Civil Exams When There Are Indications of Fraud", New England IRS Representatives Conference, Foxwoods, Ledyard, CT, November 21, 2014
         
  • Audits: Types of Audit, Audit Techniques and Procedures, and Limitations, ALI/CLE, Washington D.C., November 16, 2014
         
  • Zicklin Tax Seminar - Circular 230, Baruch College, New York, NY November 10, 2014
         
  • Audits: Types of Audit, Audit Techniques and Procedures, and Limitations, "2014 ALI CLE Handling a Tax Controversy: Audits, Appeals, Litigation, and Collections" Washington, D.C., October 23, 2014
         
  • Zicklin Tax Seminar - Circular 230, Baruch College, New York, NY October 22, 2014
         
  • “Foreign Bank and Financial Account Reporting (FBAR) Update,” New York Law School, New York, New York, May 19, 2014
         
  • “How Not to Get Your Client Deported: Padilla, Nijhawan, Kawashima, and What Happens When There are Collateral Consequences to Your Client’s Guilty Plea,” American Bar Association, Section of Taxation, Washington D.C., May 10, 2014
         
  • “Reportable Transaction & Foreign Asset Reporting Penalties,” Nuts & Bolts of Tax Penalties, Practicing Law Institute, New York, New York, March 10, 2014
         
  • “Tax Litigation:  The View from the Bench,” 30th Annual ABA National Institute on Criminal Tax Fraud, Las Vegas, NV, December 13, 2013
         
  • “Audits: Types of Audit, Audit Techniques and Procedures, and Limitations,” ALI CLE:  Handling a Tax Controversy: Audits, Appeals, Litigation, and Collections, Washington, D.C., October 17, 2013
         
  • “Perspectives on the Practice of Tax Law,” New York Law School Symposium:  The 100th Anniversary of the Revenue Act of 1913: Marking a Century of Income Tax Law, New York, NY, October 4, 2013
         
  • “Following the Money:  Developments in the Global High Wealth Industry Group,” 5th Annual New York University Tax Controversy Forum, New York, NY, June 14, 2013
         
  • “The Nuts and Bolts of Tax Procedure,” AICPA Conference on Tax Strategies for the High-Income Individual, May 20, 2013, Las Vegas, NV
         
  • “Restitution in Sentencing and Civil Tax Issues,” ABA Section of Taxation Tax Link Live Webinar and Teleconference, May 14, 2013
         
  • “Ethical Issues in Tax Practice,” Professional Responsibility Workshop, New York Law School, April 26, 2013
         
  • “Through the Looking Glass (Parts I and II): Opting Out of the OVDI Penalty Structure and Litigating FBAR Penalties,“ ABA Section of Taxation Tax Link Live Teleconference, January 16, 2013
         
  • “Third Annual Town Hall Meeting: What Will Be the Hot Tax Issues in 2013?,“ New York City Bar, January 16, 2013
         
  • “Thinking About Malpractice”, ABA Section of Taxation Tax Link Live Teleconference, December 13, 2012
         
  • “Restitution and Civil Tax Issues in Sentencing”, 2012 ABA 29th Annual National Institute on Criminal Tax Fraud and Second National Institute on Tax Controversy, December 7, 2012, Las Vegas, NV
         
  • “How Far Can You Go?  Real Life Ethical Problems for Tax Practitioners”, University of Texas, 60th Annual Taxation Conference, December 5, 2012, Austin, Texas
         
  • “Circular 230”, 10th Annual Nassau/Suffolk Chapter of NCCPAP/IRS  Long Island Tax Professionals Symposium, November 16, 2012, Woodbury, New York
         
  • “Ethics: Privilege Issues in Tax Practice”, ABA Philadelphia Tax Conference, November 14, 2012, Philadelphia, PA
         
  • “Civil Penalties on the International Front: Increasing Complexity and Peril for the Taxpayer”, ABA International Tax Enforcement Seminar, November 9, 2012, New York, NY
         
  • “Avoiding Malpractice,” American Bar Association, Section of Taxation, May 12, 2012, Washington, D.C.
         
  • “Integrity of Domestic and Offshore Accounts:  The United States Perspective,” American Bar Association, Section of Taxation, February 18, 2012, San Diego, CA
         
  • "Anti-Money Laundering and Foreign Bank Accounts," The Zicklin Tax Seminar Series, Baruch College, December 8, 2011
         
  • "Tax Opinions:  Opinion Standards, Penalty Protection, and Minimizing Malpractice Risks, Philadelphia Bar Association, Tax Section, Annual Meeting, December 7, 2011
         
  • “Sentencing:  The Bottom Line,” ABA 28th National Institute on Criminal Tax Fraud, December 2, 2011, Las Vegas, Nevada
         
  • "Ethical and Penalty Issues in Tax Practice," NYU 70th Institute on Federal Taxation, San Francisco, California, November 16, 2011
         
  • Panel presentation regarding joint defense agreements, The Court Procedure and Practice Committee meeting, American Bar Association,  Section of Taxation, Denver, Colorado, October 21, 2011
         
  • “Immigration Issues in Criminal Tax:  What You Don’t Know Can Hurt You,” Civil and Criminal Tax Penalties Committee, American Bar Association, Section of Taxation, Denver, Colorado, October 22, 2011
         
  • "Innocent Spouse on the Front Lines," American Bar Association, Taxation Section, San Antonio, Texas, January 23, 2010
         
  • "Keeping Your Nose Clean: How to Stay Out of Jail," American Bar Association, Taxation Section, San Antonio, Texas, January 22, 2010
         
  • "Requesting Information from the IRS," American Bar Association, Taxation Section, Chicago, Illinois, September 26, 2009
         
  • "Preserving Privilege and Avoiding Penalties in Transactional Tax Advice," Moderator, American Bar Association, Annual Meeting, New York, New York, August 9, 2008
         
  • "Taxing Damages, Deducting Attorney's Fees and Other Litigation Tax Issues," Moderator, American Bar Association, Taxation Section, Washington, DC, May 9, 2008
         
  • "Mortgage Forgiveness Debt Relief Act of 2007," Panelist, Moderator, American Bar Association
         
  • "New Standards and Higher Penalties for Practitioners Who Give Tax Advice," American Bar Association, Taxation Section, Plenary Session, Lake Las Vegas, Nevada, January 19, 2007
         
  • "The Use and Abuse of the Charitable Deduction," Panelist, American Bar Association, Taxation Section, Vancouver, British Columbia, September 28, 2007
         
  • "Care and Feeding of Entertainers; Tax Issues," Panelist and Moderator, American Bar Association, Taxation Section, Washington, DC, May 11, 2007
        
  • "Virtual Income or Just Plain Fun: Taxing On-Line Gaming," Panelist, American Bar Association, Taxation Section, Denver, Colorado, October 20, 2006
        
  • "It's Not Easy Collecting Green: Taxing Collection by Private Collection Agencies," American Bar Association, Taxation Section, Washington, DC, May 6, 2006
            
  • "Weathering Disaster: Tax Implications of Hurricane Katrina," Panelist, American Bar Association, Taxation Section, San Diego, California, February 4, 2006