Client Representation Before the IRS Appeals Division (Completed)
Date: Friday, July 19, 2024
Instructor: Samantha Gozlan
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
IRS Appeals Division has undergone substantial change over time and that change has influenced the perceptions and attitudes of its appeals officers toward case resolution. It is important that practitioners understand these changes as this will enhance their effectiveness with Appeals. We will discuss the role of IRS Appeals as it has evolved to present. We will also provide insights on the new Alternative Dispute Resolution Program Management Office and analyze strategies and techniques that will enhance the practitioner’s ability to secure favorable case resolution administratively.
Topics Covered
- Tax Controversy
- IRS Representation
- IRS Examinations
- Parallel Investigations
- Voluntary Disclosure Programs
- Settlement Initiatives
- Accountants & Attorneys work relationship
Learning Objectives
- Achieve a comfort level in the context of the IRS Appeals process
- Recognize when IRS appeal rights arise for audits and collection cases
- Utilize best practices and strategies in preparing for the Appeals Conference
- Identify other administrative resolution options
- Understand how to coordinate appeals with potential litigation
Level
Intermediate
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Some basic knowledge of IRS process
Advance Preparation
None
