Circling the Wagons: Responding to and Defending Tax Malpractice Claims
OL138-17 | On Demand | Update | Self-Study
This session will focus on best practices to limit tax malpractice claims, as well as tactics for addressing, and a representative’s ethical obligations concerning, potential claims identified during representation. Finally, this session will discuss strategies for responding to and defending actual malpractice claims and limiting possible liability.
This video was recorded at the 2017 Tennessee Federal Tax Conference
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Robert C. Webb, JD, LLM
Robert has established a reputation as a litigator in civil and criminal tax litigation matters, white-collar criminal defense, and business litigation. Over the past twenty years, he has resolved thousands of civil and criminal tax matters at the federal, state and local level. Robert has worked at the Department of Justice Tax Division in Washington, D.C. while pursuing his Masters of Law (LL.M.) in Taxation from Georgetown University Law Center in Washington, D.C. Robert has taught federal taxation of entities at Bellarmine College, authored the Criminal Tax Practice Monograph for the University of Kentucky College of Law and speaks annually at the American Bar Association Criminal Tax Institute.
Robert is a member of the firm's white collar group and tax controversy and litigation practice group. He has represented taxpayers in tax controversy matters from Connecticut to California. Robert has handled civil and criminal tax cases throughout the United States. He regularly represents clients in civil and criminal tax controversies before the IRS and in the United States Tax Court, United States District Court and the Kentucky Board of Tax Appeals. He has led the defense of federal and state criminal offenses at the investigatory, grand jury, and trial levels in such areas as criminal tax fraud, mail and wire fraud, interstate transportation of stolen goods, criminal and civil RICO, health care fraud, criminal antitrust, money laundering, gambling, and environmental matters. Robert regularly conducts internal investigations for public companies involving computer fraud and document destruction issues, and designs and implements records management systems.Back to Facilitators
J. C. Coffman, JD
Christopher is a member in the Louisville office of Frost Brown Todd LLC. His practice concentrates on civil and criminal tax controversies. Christopher has represented clients in administrative proceedings before local and state taxing authorities and the Internal Revenue Service. In addition, he has represented clients before the United States Tax Court. He also has significant experience in representing clients in criminal matters at both the state and federal level.
Christopher has represented clients through federal investigations and at trial on criminal issues such as tax fraud and evasion, bank fraud, Medicare/Medicaid fraud, mortgage fraud, securities fraud, RICO conspiracies, mislabeling of food products, violations of the Foreign Corrupt Practices Act, voting fraud, money laundering, and state consumer protection act violations. Christopher earned his B.A. from Lipscomb University, cum laude (1998), and his J.D. from Vanderbilt University Law School (2001).Back to Facilitators
Mark R. Rooks, JD
Mark is an Illinois licensed attorney residing in Knoxville, Tennessee and has been in the accounting liability field since 1993. His roles have included Risk Control Consulting Director and Claim Consulting Director; and he has supervised claims and litigation against accountants in high-exposure cases.
Mark holds a Bachelor of Arts from the University of Illinois and earned a Juris Doctor from Ohio State University School of Law.
Retiring at the rank of Commander, Mark served in the US Navy Judge Advocate General’s Corps. He defended Naval and Marine Corps Courts Martial and administrative boards and represented the Department of the Navy in claims related to Naval and Marine Corps operations.Back to Facilitators