Holtz, Slavett & Drabkin tax attorney, principal, and shareholder David J. Warner and tax attorney Kevin Oveisi will be co-presenting a California Society of CPAs (CalCPA) webinar entitled “Tax Issues with Transferring U.S. Assets Offshore 2025” on July 23, 2025, at 9:00 am Pacific time. This webinar will be rebroadcast by CalCPA on the following dates and times:
- October 27, 2025, at 9:00 am
- November 17, 2025, at 9:00 am
- December 19, 2025, at 9:00 am
- January 28, 2026, at 9:00 am
This program will help CPAs and other tax professionals analyze the income tax and tax compliance issues associated with transferring assets from the United States to another country. Topics include income tax issues, international information returns, the IRS’s ability to gather information from overseas, the IRS’s ability to collect taxes from offshore assets, and potential criminal issues with transferring assets offshore. For more information and to register for the webinar, click here.
David J. Warner practices in all aspects of tax controversy including tax audits, collection defense, and tax litigation. David regularly advises clients and accounts on international noncompliance issues and on the steps necessary to stay compliant with all U.S. international filing requirements. Before joining Holtz, Slavett & Drabkin, David was a Senior Trial Attorney with the IRS Office of Chief Counsel in Laguna Niguel for 9 years. As an IRS attorney, he handled over 500 cases before the U.S. Tax Court, including the most complex international cases. As is relevant to this presentation, David advised the local IRS Special Enforcement Program (SEP) and Large Business & International (LB&I) International Individual Compliance (IIC) revenue agents on complex domestic and international issues. David was an Adjunct Professor of Law at University of California Irvine School of Law, Chapman University Fowler School of Law, and Loyola Law School, where he taught courses on tax practice and procedure, partnership tax, bankruptcy tax, and corporate tax.
Kevin Oveisi is a former IRS Senior Trial Attorney who has experience practicing in all aspects of tax controversy including income tax, estate tax, gift tax, employment tax, collection issues, penalties, and litigation in the U.S. Tax. Court. At the IRS, Kevin was a Senior Trial Attorney with the IRS Office of Chief Counsel, Small Business Self-Employed Division, in Manhattan and Laguna Niguel for 6 years. As an IRS attorney, he represented the IRS in over 400 cases before the U.S. Tax Court, including the most complex cases and he received the IRS Counsel New Attorney of the Year Award. Kevin’s litigation practice at the IRS covered numerous substantive areas of tax law including income tax of individuals, partnerships, and corporations, gift tax, innocent spouse, and collection due process.
Holtz, Slavett & Drabkin, APLC is a tax controversy and tax litigation law firm consisting of former IRS trial attorneys. We represent taxpayers in all aspects of tax disputes with the IRS and state tax authorities. To schedule a consultation, please contact us at (949) 999-6606.