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Friday, December 5, 2025 Live Webcast

Navigating Your Client Through the IRS Appeals Process (X1-NAV4-2025-01-WEBNR-339-01)

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
(4.7)

Surgent Professional Education

Read bio

PRICING

$149.00 - Member

$169.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 5 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR