Dealing With IRS Appeals 2024

Overview

IRS Appeals is often the best place to resolve a tax dispute. Appeals can review almost all examination and collection determinations. A practitioner should not handle a complicated examination or collection matter without a thorough understanding of how Appeals operate. This is especially true with the recent changes in the independence of Appeals and the way Appeals handles cases. The course will review the appeals process and strategies for practitioners to represent a client competently before the IRS. State tax appeals will also be discussed and compared.

Highlights

• Opportunities for appealing IRS actions
• Preparing the case for an appeal
• Best 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

Prerequisites

Basic knowledge of dealing with tax authorities.

Designed For

CPAs, attorneys and enrolled agents.

Objectives

• Recognize when IRS and state tax administrative appeal rights arise for audits and collection cases
• Identify strategies for using appeals and alternate dispute resolution options
• Determine how to coordinate appeals with potential litigation

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.