Webcast: Navigating Your Client Through the IRS Appeals Process (XSNAV4119)
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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.

6/20/2019
When: June 20, 2019
12:30 PM until 4:00 PM
Where: Webcast
Surgent
NAV4-2019-01-WEBNR-171-01
United States
Presenter: Debbie Phillips, M.S.T., CPA


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Acronym XSNAV4119
CPE 4 hours
Vendor Surgent
Category
Tax
Level Intermediate
Yellow Book? No
CFP Credit? No
Registration Fees
Members* $139
CPA Non-Members $189

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

Course 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.

Objectives

  • 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

Major Topics

  • 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

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

Requisite Knowledge: Experience in preparing individual and business tax returns

Note: Login instructions will be provided by the webcast vendor (Surgent).