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Self-Study Courses

How to Bring a Whistleblower Claim (Currently Unavailable)

2 CPE Credits $31.00/credit hour
5.0 (1 rating)
When business suffers taxpayers begin cheating. So what can you do if your client knows about tax crimes being committed? They can strike a blow for justice, the American tax system, and get paid doing it. Nothing more American than that! Attorney Eric Green will review the IRS Whistleblower program, discuss how your client can bring a claim that stands the best chance of receiving an award, and how the system ACTUALLY works!

Publication Date: June 2021

Topics Covered

  • Review the IRS Whistleblower program
  • Filing a Claim
  • Challenging an Award Decision
  • Voluntary Disclosure for Unclean Clients

Learning Objectives

  • Recognize how to explain how the IRS whistleblower program works
  • Describe how whistleblower claims are filed
  • Explain how the whistleblower awards are calculated and challenged
  • Identify the approximate number of claims issued in 2019
  • Recognize what the IRS will send a whistleblower if the information reported by a whistleblower is speculative, not credible, or not specific
  • Differentiate which Parts of Form 14457 is the pre-clearance portion which does not need to be signed

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Eric L Green

Eric is a partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation. Eric is a past chair of the Connecticut Tax Bar and is a Fellow of the American College of Tax Counsel. He is a frequent lecturer on tax topics for national organizations, and is the author of The Accountant’s Guides to IRS Collection and Tax Resolution. He was the creator and lecturer of the CCH IRS Representation Certificate Program, and Eric runs Tax Rep LLC, which coaches CPAs, EAs and attorneys to represent taxpayers. Eric was previously a columnist for CCH’s Journal of Practice & Procedure, and has the weekly Tax Rep Network podcast.
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