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Whistleblower Lawyer and IRS Whistleblower Office Staff to Speak at 2012 Heckerling Institute on Estate Planning

The new IRS Whistleblower Program for tax whistleblowers will be featured for the first time at the nation’s leading conference for estate planners, the Heckerling Institute on Estate Planning.

The Heckerling Institute is known as the country’s “leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals.” This is the 46th Annual Institute, named after late Professor Philip E. Heckerling, founder of the University of Miami Law School’s Estate Planning Institute. The conference will take place from January 9-13, 2012.

The IRS Whistleblower Program will be the topic of a special session, “Anyone Can Whistle–What You Should Know About the Newly Revised IRS Whistleblower Program.”

For years, Martin E. Basson, who is an Attorney-Advisor/Senior Analyst for the IRS National Whistleblower Office, has chaired a program for the Institute. I will join Marty and the IRS Whistleblower Office’s Dawn M. Applebaum, for what I understand is the Institute’s first program discussing the new IRS Whistleblower Program.

Marty Basson is known as the IRS Whistleblower Office’s expert on estate and gift tax issues. Dawn Applebaum, a Management Analyst with the Whistleblower Office, has been excellent in other programs such as the Whistleblower Law Symposium and the IRS Whistleblower Boot Camp. I will be the tax whistleblower attorney on the panel, as we discuss this “developing area of tax practice, and the practical realities of developing and pursuing tax whistleblower claims.”

Tax whistleblowers are making increasing use of the IRS Whistleblower Program to address tax fraud, tax evasion, and other violations of tax law. The estate tax area is fertile ground for these tax whistleblower claims, so this program should be especially interesting.

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