Navigating Your Client Through the IRS Appeals Process Webinar
Nov 22 9:00 - 12:30 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
Identify strategies in speaking informally with the examiner’s supervisor
Recognize how to craft the appeal to best affect the desired findings for your client
Identify strategies regarding in person, correspondence, or phone conferences with IRS Appeals
Utilize IRS Appeals, the only level of appeal within the IRS, to avoid costly, contentious, and time-consuming court trials
Prerequisites:
Experience in preparing individual and business tax returns
Speaker(s)
Deborah Phillips
Deborah A. Phillips, M.S.T., CPA Deborah A. Phillips, MST, CPA, is the
Technical Executive Assistant in the Pre-Filing Technical Guidance area of the
LMSB Division of the Internal Revenue Service. Ms. Phillips began her career
with the IRS more than 27 years ago and has extensive accounting and taxation
knowledge of individual, corporate, and partnership federal tax returns. She was
a Territory Manager in the Retail, Food and Pharmaceuticals Industry, a Team
Manager in the Heavy Manufacturing Industry and the IRC Section 263A Technical
Advisor. She taught graduate and undergraduate courses in accounting and
taxation as an adjunct faculty member at Delaware State University, Wilmington
College, and Goldey-Beacom College. She has been a seminar presenter for over 15
years as well as a respected instructor within the IRS. Ms. Phillips earned her
master’s degree in taxation from Widener University.