Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar)

Code: WSNAV403

Date Tuesday, January 21, 2020
Time 12:00PM - 3:30 PM
Central Time
Location Online
CPE credits CPE 4.0
Specialty
credits
4.0 IRS CE approved
Field(s)
of study
Taxes - Technical (4.0)
Instructor Deborah Phillips, CPA, MST
Surgent
Fees
Standard member fee $139.00
checkmarkStandard nonmember fee $139.00

Members: Please log in to receive member fee.

Description

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

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 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

Notes:

Course code Code WSNAV403
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. Experience in preparing individual and business tax returns
Advance
prep
None