Navigating Your Client Through the IRS Appeals Process Webinar

Sep 22
9:00 - 1:00 p.m.

Online

4-Tax
CPE Credits

Despite the fact that a client’s matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process through 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 to clients
  • Negotiation and time limitations

Registration

PICPA Member: $139
Nonmember: $189

More Information

Course No. NAV4-2021-01-WEBNR-265-01

Level: Intermediate

Prerequisites: Experience in preparing individual and business tax returns

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Deborah Phillips