Great Falls Chapter: The Good Guys Don't Always Lose

Overview

Presenter: Thomas “Tom” Morrison, J.D.
When:  Thursday, November 21, 2024
Where:  Clark & Lewie’s (O’Haire Motor Inn)
Time: Noon to 1:00 pm
Cost:  $15 if you request lunch

Thomas “Tom” Morrison , J.D. (Iowa), LL.M. (in taxation) (NYU), will be coming up from Helena to enhearten CPAs concerned about future increased audits and provide his hard-earned experience on working through the audit and appeal process and building a persuasive case for judges.  This won’t be just another litany of recent tax cases: Tom will be recounting historical tax cases with happy endings for worthy taxpayers with seemingly impossible cases … and laying out what persuaded judges that taxpayers deserved their win. Although Tom is a great storyteller, don’t write off this presentation as true-but-distant fairytales for CPAs – some of Tom’s cases will be recent anonymized-but-real Montana taxpayer wins!
 
Tom’s legal career includes 25 years with the IRS, 5 of which were as District Counsel in Washington D.C. and 5 as District Counsel in Helena, MT. He has maintained a private law practice in Montana since 1990, continues to take new tax cases, and possesses considerable expertise in Montana and federal tax law. 

Please RSVP by the end of the day on Monday November 18th via SurveyMonkey:  https://www.surveymonkey.com/r/7699JBQ
or via email to greatfallschaptermscpa@gmail.com

Lunch will be provided to those who request it. RSVPs may be made after the 18th, but it may be too late to request lunch.