Navigating the IRS Appeals Process
Recognize how to craft the appeal to best affect the desired findings for your client. Hear strategies regarding correspondence and in-person or phone conferences with IRS Appeals.Highlights
- Requesting a meeting or phone conference with the examiner’s supervisor
- Requesting review of the examiner’s decision by a local appeals office
- 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
- Negotiation and time limitations
Registration
PICPA Member: $139
Nonmember: $189
More Information
Course No. 758900 Level: Intermediate
Prerequisites: Experience in preparing individual and business tax returns
Notes
This is a four-credit morning seminar (8:00 - 11:30 a.m.; 7:30 a.m. registration)
Accepted for IRS credits.
Speaker(s)
Michael Reilly
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