IRS Disputes - Tax Staff Essentials

Overview

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

• 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.
• Understand IRS audit techniques and inquiries and appeal rights.
• Manage the information document request process and evaluate the 
• contents of a revenue agent report.

Preparation

None