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21WS-1621: Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, September 22, 2021
8:00am - 11:30am Central Time
4 CPE (4 technical)

Alternate dates & more options

Despite the fact that a client's matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process through IRS Appeals.

Major subjects

  • Requesting a meeting or phone conference with the examiner's supervisor
  • Requesting review of the examiner's decision by a local appeals office
  • Small case requests when tax, penalties, and interest for each period are $25,000 or less
  • Writing and filing a Formal Protest, including required information
  • Alternative Dispute Resolution options available to clients
  • Negotiation and time limitations

Learning objective(s)

  • Identify strategies in speaking informally with the examiner's supervisor
  • Recognize how to craft the appeal to best effect the desired findings for your client
  • Identify strategies regarding in person, correspondence, or phone conferences with IRS Appeals
  • Utilize IRS Appeals, the only level of appeal within the IRS, to avoid costly, contentious, and time-consuming court trials

Who should take this program?

CPAs who wish to represent clients with a tax matter in disagreement

Fees

Our records indicate you are a nonmember. If you register, you will be charged $139.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $139.00
checkmark Standard Nonmember Fee $139.00

More program information

Instructor Deborah Phillips, CPA, MST
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (4.0)
Level Intermediate
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Experience in preparing individual and business tax returns
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.