E. Martin Davidoff & Associates


E. Martin Davidoff works at a national level on tax policies through his writing, teaching and long-term
relationships with IRS leaders. Mr. Davidoff speaks before tax professionals regarding IRS representation
issues. Please see the tabs below for detailed course descriptions and a list of Mr. Davidoff's upcoming
speaking engagements. For a listing of Mr. Davidoff's past speaking engagements, please click here:
List of Past Speaking Engagements.

If you are interested in having Mr. Davidoff speak to your firm or organization, please call 732-274-1600
or email us at: info@taxattorneycpa.com

Course Descriptions



This comprehensive workshop takes participants on a hands-on journey through the entire IRS Offer in Compromise (OIC) process, including how to effectively complete the appropriate financial disclosure package for individuals (Form 433-A).

The program will provide you with skills that will enable you to:

1.  Compute Reasonable Collection Potential (RCP) for OICs in light of the new rules established
     in May 2012;
2.  Determine acceptable Installment Agreement levels;
3.  Determine whether a taxpayer qualifies for Currently Not Collectible Status;
4.  Advise your clients regarding pre-submission planning for OICs; and
5.  Become knowledgeable regarding the practical considerations.

Typically, this program runs approximately 100-125 minutes in length.



This segment covers how to represent your clients before the IRS, from the first phone call through the resolution of the problem. The program details the steps in a tax controversy, describes tools in dealing with the IRS, provides practical guidance in dealing with the IRS, and discusses alternative resolution scenarios in dealing with collection matters. Handouts include numerous sample letters, such as penalty abatement letters, engagement letters, Examination Appeals, Request for Third Party Contacts, FOIA requests, and filled-in IRS forms (i.e., 2848, 8821, 9423, 12153, 911). The program will also discuss the current status of Streamlined Installment Agreements and Levy Withdrawals.

Typically, this program runs approximately 60-100 minutes in length and the topics can be tailored to the specific audience.

Upcoming Speaking Engagements

Dates and topics being presented to tax professionals are as follows:

     May 23 2017:                   NJICLE - NJ Law Center
                                              New Brunswick, NJ
                                              Topics: Offers in Compromise: A Case Study - 9:00 am - 11:00 pm
                                                         Navigating the IRS - 11:20 am - 1:00 pm
                                              Contact: Tom Hennessey, (732) 214-8509, Thennessey@njsba.com

     May 24, 2017:                  Eastern Pennsylvania - IRS Working Together Conference
                                              Venue: Penn State Great Valley Conference Center
                                              Topic: IRS Policy & Procedures Panel
                                              Time: TBD
                                              Contact: Pennsylvania Society of Tax & Acctg. Professionals
                                                   (800) 270-3352, info@pstap.org

     June 9, 2017:                   Essex Chapter of the New Jersey Society of CPAs (NJCPA)
                                              Venue: Hanover Manor, East Hanover, NJ
                                              Topic: Offers in Compromise
                                              Time: 10:20 am - 12:00 pm
                                              Contact: Brian King, (201) 345-0465, bking@vno.com

     June 15, 2017:                   NYU Tax Controversy Forum
                                                Venue: Crowne Plaza Times Square, New York, NY
                                                Private Collection Panel - Doing More with Less:
                                                The Use of Private Agencies to Collect Federal Tax Debts
                                                Time: 1:15 pm - 2:15 pm
                                                Contact: Kathleen Costello, (212) 992-3321,