Name: Tax Series with Ed Zollars: Advising Clients on Marketed Tax Shelters
Start: 2099-12-31T00:00:00Z
End: 2099-12-31T00:00:00Z
Location: On Demand - Video

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01:54:59 Minutes

On Demand - Video

If you missed the NJCPA’s Tax Series with Ed Zollars: Advising Clients on Marketed Tax Shelters, you can watch a replay. The content is accurate as of the original date presented, 1/21/26. There is no CPE for this on-demand replay.

DESIGNED FOR

CPAs and accounting professionals in public practice and industry who advise individuals and closely held businesses on tax matters

BENEFITS

Understand how courts and the IRS are prioritizing substantive valuation analysis over technical compliance and are rejecting aggressive land valuation models.
Identify emerging multi-entity and trust-based structures that violate dominion, control or capital-gain recognition principles.
Evaluate ethical and liability risks when relying on black-box technology or white-labeled diligence and marketing materials.
Recognize the limits of opinion-based reasonable cause defenses and the narrow, time-sensitive nature of remediation options such as Qualified Amended Returns.

HIGHLIGHTS

Items to be covered in this webinar include:

Judicial and IRS attacks on valuation theories, including rejection of HBU "Unicorn" assumptions and DCF models in conservation easement cases
Emerging tax shelter structures and enforcement targets, including Charitable LLCs and abusive CRATs
Professional responsibility risks involving technology reliance, white-labeled diligence, and promoter-provided materials
Penalty defense and post-transaction remediation, including reasonable cause, QARs, and John Doe summonses

COURSE LEVEL

Basic

Edward K. Zollars, CPA
(4.8)

Tax and Technology Partner

Thomas Zollars & Lynch, Ltd.

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PRICING

$15.00 - Member

$39.00 - Nonmember

Purchase

Tax Series with Ed Zollars: Advising Clients on Marketed Tax Shelters (D0-E2601134)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

SESSIONS

INSTRUCTOR

Edward K. Zollars, CPA
(4.8)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Tax Series with Ed Zollars: Advising Clients on Marketed Tax Shelters (D0-E2601134)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

SESSIONS

INSTRUCTOR

Edward K. Zollars, CPA (4.8)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

COURSE DEVELOPER

AREAS OF INTEREST

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Edward K. Zollars, CPA
(4.8)