Appeals – Our Role in Resolving Penalty Issues
Target Audience: CPAs, EAs, RTRPs
Field of Study: Taxation (NASBA); Federal Tax (IRS)
Seminar Level: Beginner
IRS COMMUNICATIONS AND LIAISON IS REGISTERED WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) AS A SPONSOR OF CONTINUING PROFESSIONAL EDUCATION ON THE NATIONAL REGISTRY OF CPE SPONSORS. STATE BOARDS OF ACCOUNTANCY HAVE FINAL AUTHORITY ON THE ACCEPTANCE OF INDIVIDUAL COURSES FOR CPE CREDIT. COMPLAINTS REGARDING REGISTERED SPONSORS MAY BE SUBMITTED TO THE NATIONAL REGISTRY OF CPE SPONSORS THROUGH ITS WEBSITE: WWW.LEARNINGMARKET.ORG.
DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON JULY 12, 2011, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.
The Appeals organization delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2011.
This presentation offers an insider’s tour of the process beginning with the request for Appeals consideration of a proposed or an assessed penalty and ending with the case closing from Appeals. Using case studies taken from today’s hottest penalties, this presentation provides tools and strategies you can use now to represent your client effectively through the Appeals process. The session explores reasonable cause, hazards of litigation, and when to use an alternative dispute resolution strategy (subject to geographic availability), as well as explain the role of case law, Counsel, Appeals Technical Guidance and Tax Policy & Procedure, and more.
By the end of this presentation you will:
- Understand the primary role of Appeals in resolving penalty issues you or your clients face
- Gain tools and strategies you can use now to represent your client effectively through the Appeals process
- Know about reasonable cause and hazards of litigation
- Learn about three Alternative Dispute Resolution programs
No prerequisites or advanced preparation are required for this seminar.