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Friday, December 6, 2024 Live Webcast

Navigating Your Client Through the IRS Appeals Process (X1-NAV4-2024-01-WEBNR-341-01)

9:00 AM - 12:30 PM EST
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.

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

Deborah Phillips

Deborah A. Phillips, CPA, MST

Surgent Professional Education

Debbie operates her own tax controversy practice, specializing in partnership and S corporation tax law as well as IRS audits and procedures. She has been successful petitioning and resolving tax issues under the jurisdiction of the United States Tax Court. She is proficient in Section 199A provisions and computations as well as the Tax Cuts and Jobs Act. She prepares all types of tax returns and utilizes her forensic accounting skills for potential IRS criminal prosecution. Having spent more than 32 years at the IRS, Debbie retired from its Large Business and International Division, where she was a senior manager in the Flow-Through Issue Practice Group, which specialized in S corporation and partnership tax. She was the operations and technical assistant to the Deputy Commissioner International; the technical assistant to the Director of PFTG; a territory manager in the retail, food and pharmaceuticals industries; a team manager in the heavy manufacturing industry; and the IRC Section 263A Technical Advisor. Debbie taught accounting and taxation as an adjunct at Delaware State University, Wilmington College and Goldey-Beacom College. She has been a seminar presenter for over 24 years and a textbook author. She regularly receives the Surgent Outstanding Discussion Leader Award.

PRICING

$149.00 - Member

$169.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 6 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

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