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Navigating Your Client Through the IRS Appeals Process Webinar

CPE

When
Sept. 17
9:00 a.m. - 1:00 p.m.

CPE Credits
4-Tax

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
NAV4-2020-01-WEBNR-261-01
Level
Intermediate
Prerequisites
Experience in preparing individual and business tax returns
Note
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.

Description

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


Speaker(s)

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.

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