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)
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
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Requesting a meeting or phone conference with the examiner's supervisor
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Requesting review of the examiner's decision by a local appeals office
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Small case requests when tax, penalties, and interest for each period are $25,000 or less
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Writing and filing a Formal Protest, including required information
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Alternative Dispute Resolution options available to clients
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Negotiation and time limitations
Learning objective(s)
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Identify strategies in speaking informally with the examiner's supervisor
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Recognize how to craft the appeal to best effect the desired findings for your client
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Identify strategies regarding in person, correspondence, or phone conferences with IRS Appeals
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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
|
Standard Nonmember Fee |
$139.00
|