IRS Enforcement Update and the Impact of Automation and Artificial Intelligence on the Future of the Tax Practice


CLE credits earned: 2.5 GENERAL (or 2.5 LAW & LEGAL for WA state)

Voluntary compliance and enforcement of the tax law are at the heart of our tax system. Over the past several years, the IRS has been challenged to come up with new and more efficient ways to ensure that all taxpayers pay the correct amount of tax. This course will provide an update on new developments at the IRS.

Additionally, Artificial Intelligence and Automation are rapidly taking over the accounting profession and tax compliance. Both private firms and the IRS are utilizing technology to do what used to be done by teams of associates. Our panel will discuss how this automation is being deployed and what, in their view, the profession looks like in the not-too distant future.

This course is co-sponsored with myLawCLE.

Date / Time: January 29, 2020

•   2:00 pm – 4:40 pm Eastern
•   1:00 pm – 3:40 pm Central
•   12:00 pm – 2:40 pm Mountain
•   11:00 am – 1:40 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.


Original Broadcast Date: November 22, 2019

Part 1. IRS Enforcement Update

SB/SE Update:
• Mary Beth Murphy, Commissioner, Small Business/Self-Employed Division, Internal Revenue Service
• Lisa Beard Niemann, Deputy Commissioner, Small Business Self-Employed Division, Internal Revenue Service
• Interviewer: Jeffrey M. Sklarz, Esq., Green & Sklarz LLC, New Haven, CT
Collections Update:
• Paul J. Mamo, Director, Collection, Internal Revenue Service
• Interviewer: Frank Agostino, Agostino & Associates PC, Hackensack, NJ
Appeals Update:
• Donna Hansberry, Chief, Appeals, Internal Revenue Service
• Interviewer: Eric L. Green, Esq., Partner, Green & Sklarz, New Haven, CT

Criminal Update:
• Don Fort, Chief, Criminal Investigation, Internal Revenue Service
• Interviewer: Sharon L. McCarthy, Esq., Kostelanetz & Fink, LLP, New York, NY

Part 2. The Impact of Automation and Artificial Intelligence on the Future of the Tax Practice

• Eric L. Green, Esq., Green & Sklarz LLC, New Haven, CT
• Brent Robertson, Fathom, West Hartford, CT
• Peter Scavuzzo, Chief Information Officer, Marcum, LLP, Melville, NY
• Christopher Loiacono, CPA, EisnerAmper, New York, NY
• Michael C. Pelletier, CPA, Chief Innovation Officer, BlumShapiro

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

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    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, SC, and LA]

Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.