IRS Disputes

Tuesday, September 20 12:30pm - 4:00pm

(Check-In 12:00pm)

Add to Calendar

Fairmont Hot Springs Resort

1500 Fairmont Rd
Fairmont, MT 59711

Get Directions

4.00 Credits

Member Price $138.00

Price will increase by $25 after 8/30

Non-Member Price $163.00

Price will increase by $25 after 8/30

Overview

All materials will be electronic only

Want to help your client save money and avoid potential trouble with the IRS? This CPE course explains what may trigger an IRS audit, how to negotiate, settle on appeal, qualify for an IRS collection program and evaluate your client's best options for dealing with the IRS. You will also learn about IRS audit techniques, how to handle requests and appeal rights so you can represent your clients with confidence.

Highlights

  • The assessment process
  • Audit selection, examination, and the appeals process
  • Installment agreements
  • Offers in compromise
  • Advising delinquent taxpayers
  • The IRS collection process for tax liens, levy, seizure, and sale
  • Bankruptcy and the effect on tax liabilities
  • Practice before the IRS
  • Business taxation
  • Tax liens levy seizure
  • Fund recovery penalty

Prerequisites

Experience in business taxation.

Designed For

CPAs, enrolled agents and attorneys.

Objectives

When you complete this course you will be able to:

  • Evaluate IRS audit trends and the audit selection process.
  • Determine when IRS requests could be challenged.
  • Identify the timing, scope, and location of various IRS audits.
  • Recognize IRS audit techniques and inquiries and appeal rights.
  • Identify how to manage the information document request process and evaluate the contents of a revenue agent report.

Preparation

None

Leader(s):

Leader Bios

David Peters

David R. Peters, CPA, CFP, CPCU, MST, MBA Peters Tax Preparation & Consulting, Richmond, VA & Rock Hill, SC

David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years. He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA.

He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.

Return to Top

Non-Member Price $163.00

Member Price $138.00