Attorneys will learn strategic approaches for managing IRS involvement in estate and gift tax matters, from initial planning through audit, appeals, and Tax Court litigation.
Attorneys will gain practical frameworks for protecting privilege, managing expert communications, responding to anti-abuse doctrine arguments, and preparing effectively for litigation.
Attorneys will learn strategic approaches for managing IRS involvement in estate and gift tax matters, from initial planning through audit, appeals, and Tax Court litigation.
Attorneys will gain practical frameworks for protecting privilege, managing expert communications, responding to anti-abuse doctrine arguments, and preparing effectively for litigation.
Agenda
Session 1
Audit Stage Privilege and Evidentiary Challenges
Session 2
IRS Estate and Gift Tax Audit Process
Session 3
Responding to IRS Anti-Abuse Doctrine Arguments
Session 4
Break
Session 5
Managing Valuation Expert Communications and Privilege
Session 6
IRS Appeals Advocacy and Tax Court Preparation
Session 7
Tailoring Strategies for Tax Authority Audiences
1:00 pm - 1:20 pm EST
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
This session examines the critical question of client definition and its impact on privilege protections throughout estate and gift tax controversies. Attendees will learn strategies for structuring communications, maintaining contemporaneous documentation, and avoiding inadvertent privilege waivers with third parties.
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
1:20 pm - 1:40 pm EST
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
Explore how estate tax returns are classified for examination and the key factors that trigger audits, including valuation discounts and hard-to-value assets. This session highlights critical differences between estate and income tax audits, including auditor expertise levels and statute of limitations rules.
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
1:40 pm - 2:00 pm EST
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
Learn to recognize and counter IRS arguments involving economic substance, step transaction, and substance over form doctrines. Through landmark cases like Gregory v. Helvering and practical examples, attendees will understand how to structure transactions that withstand judicial scrutiny.
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
2:00 pm - 2:10 pm EST
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
A brief intermission allowing attendees to refresh before continuing with the remaining program sessions. Use this time to network with colleagues and prepare questions for upcoming topics.
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
2:10 pm - 2:30 pm EST
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
This session addresses proper vetting, engagement, and communication protocols with valuation experts to preserve privilege and maintain defensibility. Attendees will learn what communications are discoverable under Tax Court rules and best practices for managing expert reports and testimony.
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
2:30 pm - 2:50 pm EST
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
Understand the role of the IRS Independent Office of Appeals and the unique pathways for estate tax cases to reach Appeals. This session covers litigation preparation strategies, including managing conflicts of interest, discovery tactics, and working effectively with experts at trial.
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
2:50 pm - 3:10 pm EST
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
Learn to adapt your advocacy approach as cases progress through different IRS stages and into Tax Court litigation. This session synthesizes key takeaways for maximizing favorable outcomes by understanding each audience’s priorities and decision-making framework.
Holtz, Slavett & Drabkin
Holtz, Slavett & Drabkin
Hochman Salkin Toscher Perez P.C
Hochman Salkin Toscher Perez P.C
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Holtz, Slavett & Drabkin
David J. Warner is a Tax Attorney and Shareholder with Holtz, Slavett & Drabkin and the Managing Principal of the firm’s Orange County office. He practices in all aspects of tax controversy including audits, litigation, and collection defense, with expertise in complex tax litigation and matters involving offshore compliance, partnerships, and S corporations.
Holtz, Slavett & Drabkin
David J. Warner is a Tax Attorney and Shareholder with Holtz, Slavett & Drabkin and the Managing Principal of the firm’s Orange County office. He practices in all aspects of tax controversy including audits, litigation, and collection defense, with expertise in complex tax litigation and matters involving offshore compliance, partnerships, and S corporations.
Holtz, Slavett & Drabkin
Kevin Oveisi is a Tax Attorney and former IRS Senior Trial Attorney with experience practicing in all aspects of tax controversy including income tax, estate tax, gift tax, employment tax, collection issues, penalties, and litigation in the U.S. Tax Court.
Hochman Salkin Toscher Perez P.C
Sebastian Voth is a Principal at Hochman Salkin Toscher Perez P.C., specializing in tax investigations, litigation and appeals, and complex tax matters.
Hochman Salkin Toscher Perez P.C
Robert Horwitz has over 40 years of experience as a tax attorney specializing in the representation of clients in civil and criminal tax cases, including civil audits and appeals, tax collection matters, criminal investigations, administrative hearings and in civil and criminal trials and appeals in federal and state courts.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
|---|---|---|---|---|
| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
Why Attend
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2025-09-05 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-03-30 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
