Robert Wood - IRS Tax Dispute Checklist, including procedure, timing, decisions, mistakes

Date: Tuesday, September 15, 2020
Time: 10:45am - 12:30pm
Location: Zoom Sponsored by Alliance Trust Company of Nevada
Speaker: Robert W. Wood, Managing Partner

We want to thank Alliance Trust Company for being our Zoom Event Sponsor. Sponsorship allows our Council to have high-level speakers year-round. Thank you to Alliance for their support of the EPCNN.

This is part 1 of 3 Zoom presentations that will be taking the place of our annual four-hour CE Event. We are thrilled to have one of the best tax lawyers in the country speak to our council. 

Robert W. Wood, Managing Partner from Wood LLP in San Francisco will be presenting for 90 minutes to our council via Zoom. His presentation will be approved for CLE credit, CFP credits, and CTFA credits. Mr. Wood will be discussing the following topics:

  1. IRS Tax Dispute Checklist, including procedure, timing, decisions, mistakes;
  2. Tax Opinions, Privilege, Return Disclosures and More;

All registered attendees to this event will receive an email on the day of the event with the Zoom link.


Often listed among the best tax lawyers in America, Rob Wood has broad experience in corporate, partnership and individual tax matters. Concerning the tax treatment of litigation settlements and judgments, he is perhaps the preeminent tax lawyer in the United States. He is also an authority on merger and acquisition tax matters, tax opinions, offshore account and entity disclosures, and many types of tax controversies.

Wood's tax planning and tax controversy work is broad-based, including tax opinions, audits, appeals, rulings, protests, appellate conferences, closing agreements, Tax Court, District Court and appellate court litigation. In addition, Wood is a frequent expert witness on tax matters in civil cases, in disputes over independent contractor versus employee classification, class actions, and tax and accounting malpractice cases.

He has consistently been rated among the top ten tax lawyers in the United States by United States Lawyer Rankings, was awarded the State Bar of California's Judson Klein Award, is featured in numerous who's who and best lawyers publications. The author of more than 30 tax books, Wood writes tax columns for, and writes regular articles for Tax Notes and other publications. He has often appeared in the media discussing tax issues.

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