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24WX-0697: Trust Fund Recovery Penalty And Request For Refund (Webinar)

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

Monday, June 17, 2024
2:00pm - 3:00pm Central Time
1 CPE (1 technical)

Alternate dates & more options

  • Tuesday, July 23, 2024 - Webinar
  • Thursday, August 1, 2024 - Webinar
  • Wednesday, September 4, 2024 - Webinar
  • Tuesday, October 15, 2024 - Webinar
  • Monday, November 11, 2024 - Webinar

You are likely familiar with the Trust Fund Recovery Penalty or TFRP, BUT - aside from appealing the proposed assessment, did you know that you can make a request to remove the TFRP by making an administrative request on Form 843 (Claim for Refund and Request for Abatement)? This program will provide an overview of the Trust Fund Recovery Penalty with an emphasis on evidence gathering and using Form 843 to prevail on the IRS as to why they should accept your request for refund, effectively undoing the TFRP. This will include what to request in a FOIA, what criteria need to be met for refund, analyzing the IRS' TFRP file, and reconciling requirements in the IRM. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Learning about the Trust Fund Recovery Penalty (TFRP).
  • Understanding pre-843 requirements when making a request for refund.
  • Employing an effective strategy for removing the Trust Fund Recovery Penalty (TFRP) using IRS internal records.
  • Appealing a rejected Form 843.
  • Live case examples for making a request for refund using Form 843.

Learning objective(s)

  • Request and review IRS records through FOIA.
  • Gather evidence to rebut the Trust Fund Recovery Penalty (TFRP).
  • Determine the applicable criteria when using Form 843 (Request for Refund) for removing the Trust Fund Recovery Penalty (TFRP).
  • Assemble Form 843 (Request for Refund).
  • Identify what to expect from the IRS as they respond to a Request for Refund.

Who should take this program?

EAs, CPAs, attorneys, and anyone Interested in learning more about IRS representation and tax problem solving.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $55.00
checkmark Standard Nonmember Fee $55.00

More program information

Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (1.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
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.