Hear an overview of the IRS' Automated Underreporter (AUR) program and receive an update on the digital and self-service options it offers
Gain insight into the purpose of Taxpayer Advocate Service and how it helps to resolve tax issues with the IRS.
Hear an overview of the Board of Appeals, including tips and tricks for navigating through the process. Determine the types of cases that are granted jurisdiction by the Board of Appeals, and those that are not, so you can better guide your clients
Explore the latest Small Business/Self-Employed Field Exam initiatives. Hear how the IRS plans to transform the compliance organization and increase digitalization efforts to improve efficiency and the taxpayer experience.
Examine the IRS' recent and future hiring plans. Hear about current collection field updates, installment agreements and revenue officer initiatives. Plus, get the latest on notices, enforcement actions and practitioners' concerns.
Learn the latest developments in collection and examination appeals, as well as strategies for navigating the appeals process.
Take a deep dive into the issues relating to International Information Returns and the forms to be filed, including FBARs and Form 8938.
Hear about the recent cases and rulings which could affect your practice. Receive an explanation of each decision and citations to the source information to boost your knowledge.
All times listed are Eastern Time Zone
9:25 AM - 9:30 AM | Welcome
9:30 AM - 10:20 AM | Automated Underreporter Program Overview
Dan Arnell Belarmino, Stakeholder Liaison Area 3 | Internal Revenue Service
Justin Porter, AUR Territory Manager | Internal Revenue Service
10:30 AM - 11:20 AM | IRS Advocacy for Taxpayers
Bret Whitfield-Tate, Individual Processing Division Manager | Illinois Department of Revenue
12:40 PM - 1:10 PM | Navigating the Board of Appeals
1:10 PM - 1:40 PM | Lunch Break
1:40 PM - 2:30 PM | IRS Exams: Improving the Taxpayer Experience
Utopia Beasley, Supervisor of Field Exam, Midwest | Internal Revenue Service
Michael Singer, CPA | Michael J. Singer & Co., PC
David Preston, Central Area Field Director | Internal Revenue Service
Tom Deane | Internal Revenue Service
Larry Wolfe, CPA, Principal | Larry J. Wolfe Ltd.
Jonathan Strouse, Partner | Harrison & Held, LLP
PICPA Member: $350
Nonmember: $450
Course No. CNIL231108 Level: Intermediate
Prerequisites: CPAs with experience as tax practitioners
Notes
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.