10 Actions to Help You Work with Today's IRS
Author: Jim Buttonow
| CPE Credit: |
2 hours for CPAs 2 hours Federal Tax Related for EAs and OTRPs 2 hours Federal Tax Law for CTEC |
The IRS is evolving—and so must you. With resource cutbacks, strategic shifts, and a growing digital-first approach, tax professionals face new challenges in client representation and compliance. This course dives deep into the latest IRS changes impacting service and enforcement, equipping you with practical strategies to stay ahead.
You’ll learn how to navigate the IRS’s digital transformation, leverage online tools and transcripts, and apply 10 actionable tips to resolve client issues faster and reduce unnecessary IRS interactions. Gain insights into future enforcement trends and discover how to position your firm proactively for success.
Don’t wait until problems arise—join us and transform the way you work with the IRS.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2028 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN cardPublication Date: January 2026
Designed For
Tax professionals and firm leaders who want to implement strategies to improve working with the IRS.
Topics Covered
- IRS Services and Enforcement Update
- Key Themes in Working with the IRS
- IRS digital first strategy
- IRS digital tips
- Using IRS Transcripts
- Tips for enforcement issues
- Proactive client support
Learning Objectives
- Describe the changes to IRS service and enforcement as a result of the recent IRS resource cutbacks and strategic shifts
- Identify key themes in working with the changing landscape at the IRS
- Indicate how to improve your use of IRS online tools and transcripts
- State 10 tips to better work with the IRS, including obtaining client information and resolving client notices and issues
- Explain how to put your tax firm in a proactive position to work with the IRS
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None