Webinar: Navigating Your Client Through the IRS Appeals Process
WS1889 | Course | Intermediate | Scheduled
Description
Despite the fact that a client's tax matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
Designed For
Accounting and Financial Professionals who wish to represent clients with a tax matter in disagreement
Prerequisites
Experience in preparing individual and business tax returns
Highlights
- Preparing a valid Appeals Protest for 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
- Preparing and submitting a Tax Court petition to preserve a client’s rights
Objectives
- Recognize how to craft the appeal protest to best effect 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
- Understand how to prepare and submit a Tax Court petition
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $159.00
- Non-Member (Early Bird)
- $159.00
- Member
- $159.00
- Non-Member
- $159.00