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Friday, November 3, 2023 Live Webcast

Navigating Your Client Through the IRS Appeals Process (E2311122)

1:00 PM - 4:30 PM EDT

Registration: 12:30 PM EDT

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

Despite the fact that a client’s tax 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 of going to IRS Appeals.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

CPAs who wish to represent clients with a tax matter in disagreement.

BENEFITS

  • Recognize how to craft the appeal protest to best effect 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

HIGHLIGHTS

  • Comprehensive coverage of the Inflation Reduction Act of 2022
  • Preparing a valid Appeals Protest for 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

COURSE LEVEL

Intermediate

PREREQUISITES

Experience in preparing individual and business tax returns

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS Credit

INSTRUCTOR

Joel DiCicco

Joel M DiCicco, CPA, Ph.D.

Dr. Joel DiCicco is a CPA with over 35 years of practitioner experience in finance, taxation, and accounting. For approximately 20 years, Joel worked for the IRS with increasing responsibility, leading to his position as territory manager for Financial Products. In this role, he worked and supervised the most complex and sophisticated tax structuring and valuation issues. He also served on details as territory manager for both Global High Wealth and Large Business Employment Taxes. Dr. DiCicco has been a faculty member at Florida Atlantic University for more than 15 years, and he is now a full-time senior instructor for the graduate executive programs, where he lectures in the areas of accounting, finance, and taxation. Joel serves on the Florida Institute of CPA’s Editorial Committee for CPA Today and the Accounting Principles and Auditing Standards Committee. In addition to his PhD from Florida Atlantic University in public administration focusing on budgeting and finance, Joel has both a MS in taxation from Florida International University and an MBA in finance from Manhattan College. He is credentialed in valuation, forensics, and management accounting.

PRICING

$189.00 - Member

$264.00 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR