Register for our free one hour webinar series!
Correcting Advisor/Client Tax Mistakes: Keeping Skeletons Out of the Closet (or Burying the Ones Already There)
Tuesday, November 10 at 12pm (CST)
Speaker:
Anthony P. Daddino, J.D., Managing Partner
About this Webinar
Overview
Did you miss a deadline, forget to file an election, or give questionable advice? Did your client overlook income, estimate expenses, misclassify workers, or implement a social-media tax strategy? Or maybe you neglected to ask, and your client failed to mention, his overseas investments? In this presentation we explore advisor missteps and client mistakes and the remedial options for addressing them. Risk management measures are also explored.
Key Topics
- Exploring proactive ways to eliminate or remediate risk exposures arising from tax mistakes by clients and advisors alike
- Dealing with Missed Tax-Related Deadlines
- Dealing with Missed (or Invalid) Tax-Related Elections
- Remediating Underreported Taxes
- Remediating Missed International Exposures
- Special Interest: Worker (mis)Classification
Details
Course Level: Basic
Prerequisite: None
Cost: Free
CPE and MCLE Credit Info:
Course Number: 174339765
CPE Credit: 1.20 Hrs.
MCLE Credit: 1.00 Hr. (Approval Pending)
CFP Credit Info:
CFP Program ID: 354714
CFP Credit: 1.00 Hr. (Approval Pending)
This Event Begins in:
About the Speaker
Anthony P. Daddino, J.D.
Managing Partner
Anthony P. Daddino, P.C. is Managing Partner of the firm. Mr. Daddino devotes his practice to handling complex, and often times delicate, tax issues that successful businesses and their owners face. For over two decades, he has counseled clients on income and estate tax issues both in the planning stage (before contact by the Internal Revenue Service) as well as in the controversy stage (after IRS contact).
On planning matters, Mr. Daddino commonly works with business entrepreneurs and their families on wealth preservation and transfer strategies. His work focuses on structuring their business and personal financial affairs in a way that accomplishes global wealth preservation goals and that is efficient from both an income and estate and gift tax perspective.
On controversy matters, Mr. Daddino routinely represents taxpayers at every stage of the life cycle of a tax dispute, both criminally and civilly. He has resolved disputes involving a wide variety of tax matters, ranging from business and personal income tax, international tax, employment tax, estate and gift tax, and employee benefit and exempt organization tax matters. His experiences include representing businesses before the Texas Comptroller and Texas Workforce Commission. As a trial attorney, Mr. Daddino has litigated multi-million dollar tax cases in the Court of Federal Claims and the federal district courts for the Western District and Northern District of Texas, as well as argued tax cases before the Courts of Appeals for both the Ninth Circuit and Fifth Circuit.
Read his full bio here. You can contact Mr. Daddino at 214-744-3700 or by email at adaddino@meadowscollier.com.
Register for this FREE webinar!
About Meadows Collier
At Meadows Collier, we are dedicated to supporting continuing education of tax professionals including CPAs, CFPs, and legal experts. We offer free monthly webinars and presentations that provide CPE, MCLE, and CFP credits where applicable. Most firm lawyers hold an LL.M. in Taxation and/or are Board Certified in Tax Law by the Texas Board of Legal Specialization. These free webinars cover a wide array of topics relevant to CPAs, business leaders, legal professionals, and tax specialists. Our webinar topics include federal and state tax updates, IRS enforcement and initiatives, estate planning, corporate tax issues, tax controversy and litigation, and more. Stay informed about the latest developments and gain valuable knowledge from industry leaders. Sign up today to enhance your expertise and navigate the evolving economic landscape with confidence. Tax professionals can rely on Meadows Collier for high quality continuing education.
Founded in 1983, Meadows Collier is a nationally recognized law firm based in Dallas, Texas, specializing in all areas of taxation. Our expertise spans a wide range of complex tax and business matters, including federal and state tax issues, white-collar criminal defense, government regulatory defense, cryptocurrency and digital asset management, wealth planning, corporate law, real estate transactions, and other commercial legal needs. We represent both businesses and individuals in high-stakes litigation, providing solutions for the most challenging tax situations. Tax professionals trust Meadows Collier for comprehensive legal support and expert tax solutions.