Current Update on IRS Appeals Division and Other Acronyms, Including AJAC, RAP, ADR and NII

Thu, Feb 20, 2014 12:29 PM EST 60 minutes

In this webinar, Sutherland attorneys Sheldon M. Kay, partner and immediate past IRS Chief of Appeals, and Troy L. Olsen, counsel, will discuss:

  • The new Appeals Judicial Attitude and Culture, including raising new issues, reopening issues and cases not fully developed by Exam.
  • Upcoming changes to the ADR processes.
  • New Information Initiative - How Appeals and Compliance will handle situations where the taxpayer provides information to Appeals.
  • Rapid Appeals Process - What is it? When should you use it?
Speaker Details

Shelly Kay

Shelly Kay brings more than 30 years of tax experience—20 years of which were in government service with the Internal Revenue Service (IRS), most recently as Chief of Appeals—to counsel his clients facing federal tax controversies. He advises clients in all types of tax controversy, navigating IRS procedures, dispute resolutions and tax litigation. Shelly has litigated more than 40 tax cases in federal courts around the country. He also counsels clients on tax compliance and reporting issues. (full bio)

Troy Olsen

Troy Olsen resolves tax controversy matters and represents tax-exempt organizations. His tax controversy practice includes representing clients before the Internal Revenue Service (IRS) in audit, appeals, collection and other administrative matters and in tax litigation. He has represented clients in the U.S. Tax Court, U.S. District and Appellate Courts, and U.S. Court of Federal Claims. Troy’s exempt-organization practice includes assisting organizations with obtaining, maintaining and reinstating tax-exempt status with the IRS; corporate philanthropy planning; and issues relating to exempt status, charitable contributions and giving and employment tax matters. Before joining Sutherland, he worked for the IRS in Washington, D.C., as an attorney-advisor for the Taxpayer Advocate Service where he advised the National Taxpayer Advocate on legal and procedural issues, with particular emphasis on issues relating to business taxpayers, tax-exempt organizations and the IRS Office of Appeals. (full bio)



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