On April 24, 2023, Shareholder David J. Warner and Principal Michele Weiss  will provide their expertise on the IRS audits of the employee retention credit (ERC) in a Strafford webinar entitled “Preparing for Employee Retention Credit Audits: Claiming the ERC, Handling the Exam, Credit Mills.”  During this 2-hour webinar on Monday, April 24, 2023, from 10:00 a.m. to 12 noon Pacific time, David and Michele will discuss the statute and IRS guidance on the ERC, the common steps in an IRS audit of the ERC, and practical tips for before and during an IRS audit of the ERC.  More information on this webinar is available here.

David J. Warner is a Shareholder and the managing principal of the firm’s Orange County office.  David practices in all aspects of tax controversy including tax audits, collection defense, and tax litigation.  Before joining Holtz, Slavett & Drabkin, David was a Senior Trial Attorney with the IRS Office of Chief Counsel in Laguna Niguel for 9 years.  As an IRS attorney, he handled over 500 cases before the U.S. Tax Court, including the most complex domestic and international cases.  As is relevant to this presentation, David advised the local IRS Special Enforcement Program (SEP) and Large Business & International (LB&I) International Individual Compliance (IIC) revenue agents on complex audits, including cases with criminal issues and the civil closure of criminal cases.  David was an Adjunct Professor of Law at University of California Irvine School of Law, Chapman University Fowler School of Law, and Loyola Law School, where he taught courses on tax practice and procedure, partnership tax, bankruptcy tax, and corporate tax.

Michele Weiss is Principal and a tax controversy attorney at Holtz, Slavett & Drabkin.  She is a former IRS Counsel attorney and has over 20 years of experience in tax controversy and litigation matters.  She helps her clients resolve their tax disputes with federal, state, and local taxing authorities including the IRS, FTB, EDD, CDTFA, Board of Equalization, and County Assessor and has extensive Tax Court litigation experience.  Michele assists clients with sensitive voluntary disclosure matters and provides tax counsel for civil litigation, labor law, and family law matters.  Michele is a Fellow, American College of Tax Counsel; Fellow, American Bar Foundation; Chair, Beverly Hills Bar Association Tax Section; Member, Beverly Hills Bar Association, Board of Governors; Tax Policy Chair, California Lawyers Association, Women in Tax Committee; and Group Leader, Provisors, Los Angeles Lawyers and Legal Professionals Affinity Group.

Holtz, Slavett & Drabkin, APLC is a tax controversy and tax litigation law firm consisting of former IRS trial attorneys.  We represent taxpayers in all aspects of tax disputes with the IRS and state tax authorities, including advising clients claiming the ERC and IRS audits of the ERC.  To schedule a consultation, please contact us at (310) 550-6200 or (949) 999-6606.