Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar)
Tuesday, January 21, 2020
4.0 IRS CE approved
Taxes - Technical (4.0)
, CPA, MST
Standard member fee
Standard nonmember fee
to receive member fee.
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.
Who should take this program?
CPAs who wish to represent clients with a tax matter in disagreement
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
Identify strategies in speaking informally with the examiner's supervisor
Recognize how to craft the appeal to best affect 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
NASBA ID#: 103212
Group Internet Based
Experience in preparing individual and business tax returns