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CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
The taxation of settlements and judgments is often a confusing and misunderstood area of federal tax law. This webinar will provide tax practitioners with some clarity on common federal tax issues that arise in the settlement and litigation processes. Practitioners will learn about the “origin of the claim” doctrine and its application, the taxation of physical injuries and physical sickness, and the taxation of legal fees, pre-and post-judgment interest, and punitive damages, among other topics. Practitioners will also learn effective methods to assist their clients who are involved in settlement negotiations or litigation.
Learning Objectives:
- Define key federal income tax concepts regarding the taxation of settlements and judgments
- Identify methods to effectively assist clients who are in settlement negotiations or who have executed settlement agreements
- Determine the federal tax consequences of settlement agreement allocations
Matthew Roberts
Gray Reed & McGraw
Partner
mroberts@grayreed.com
(469) 320-6030
Matt Roberts is a tax litigator and trusted advisor with considerable experience helping U.S. and international clients successfully resolve all types of federal tax controversies involving civil or criminal liability, from tax audits and investigations to litigation, appeals, and collection matters. Having served nearly three years as an attorney-advisor to the Chief Judge of the U.S. Tax Court in Washington, D.C., Matt brings unique insight to navigating intricate government processes and developing innovative and cost-effective solutions to his clients’ tax problems. His client list spans many industries and ranges from individuals and entrepreneurs to non-profits, trusts and estates, partnerships, and corporations.
Clients also rely on Matt to advise on best practices for preventing or minimizing the financial and criminal impact of government tax inquiries. He handles a variety of tax compliance and reporting matters, including preparing voluntary disclosures to remedy unfiled or incorrect tax returns, advising on international tax reporting and penalties, and preparing opinions on the tax consequences of major financial events such as lawsuit judgments and settlements and theft or other tax losses.
As a respected thought leader on complex tax matters, Matt is in high demand as a speaker and author on a wide range of topics. His articles have been published in national and regional publications such as the Journal of Practice and Procedure, Tax Notes, The Tax Adviser, and Today’s CPA.
Matt has also served as a tax law professor at the Southern Methodist University Dedman School of Law, where he taught law students Corporate Income Taxation.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
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