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Sessions | Instructor | Event Registration |

Event Information

Dealing with IRS Appeals | 4193164A
Date: November 18, 2019
Event Start time: 8:30 AM   End time: 4:30 PM
Location: Burbank Area

Facility: Sheraton Universal City
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Member:       $295
Nonmember: $400

CPE Credits:

8.00 CPE: Continuing Professional Education Technical
8.00 CTEC-TX: CTEC - Federal Tax Law Hours Technical
8.00 IRS-TX: IRS Federal Tax Update Technical
6.50 MCLE: MCLE Technical


IRS Appeals is often the best place to resolve a tax dispute. Appeals can review almost all examination and collection determinations and is often the best place to resolve any disputes. A practitioner should not handle a complicated examination or collection matter without a thorough understanding of how Appeals operates.

This is especially true with the recent changes in the way Appeals handles cases. This course will review the Appeals process and strategies that will allow practitioners to competently represent a client before the IRS. State tax appeals will also be discussed and compared.

Materials are provided as an ebook.


Objectives:
  • Recognize when IRS and state tax administrative appeal rights arise.
  • Determine differences between IRS and state tax appeals.
  • Identify strategies for using appeal and alternate dispute resolution options.
  • Understand the new Appeals procedures to become comfortable handling an appeal.
  • Determine how to coordinate appeals with potential litigation.

Major Subjects:
  • Preparing the case for an appeal.
  • Best practices and strategies for handling appeals.
  • Alternate dispute resolution options before and after the appeal.
  • Appeals of collection and penalty determinations.
  • Understanding state appeals for income, sales and employment taxes.

Level of Difficulty:
Intermediate

Field of Interest:
Taxes

Prerequisites:

Basic knowledge of dealing with tax authorities.


Designed For:

Tax practitioners.


Advanced Prep:

None.


Event Notes:
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