Working with the IRS Office of Appeals-What to Expect in Examination Appeals

$49.00

Target Audience: CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax/Tax Related Matters (IRS)

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

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 Dallas, Texas, ON July 26, 2017, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

Seminar Level: Beginner

The IRS Office of Appeals Division presented this seminar at the 2017 IRS Nationwide Tax Forum.

This seminar presents information that taxpayers and tax professionals should know when working with the IRS Office of Appeals. It provides an overview of Appeals policies and procedures and discusses what you can expect. The seminar specifically outlines Appeals' case procedures for examination cases, how you appeal an IRS decision and what point in the process your case can come to Appeals.

By the end of this presentation, you will be able to:

  • Determine when Ex Parte Communications are appropriate
  • Determine what is involved in the Appeals Process
  • Differentiate between Corroborating and New Information
  • Identify when an Appeals Officer can make an Examination Request
  • List Alternative Dispute Resolution Methods

No prerequisites or advanced preparation are required for this seminar.

Working with the IRS Office of Appeals-What to Expect in Collection Appeals

$49.00

Target Audience: CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax/Tax Related Matters (IRS)

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

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 Dallas, Texas, ON July 26, 2017, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

Seminar Level: Beginner

The IRS Office of Appeals Division presented this seminar at the 2017 IRS Nationwide Tax Forum.

This presentation presents information that taxpayers and tax professionals should know when working with the IRS Office of Appeals. It provides an overview of Appeals policies and procedures and discusses what you can expect. The seminar specifically outlines Appeals' case procedures for collection cases, how you appeal an IRS decision and what point in the process your case can come to Appeals.

By the end of this presentation, you will be able to:

  • Determine what an Ex Parte Communication is
  • Determine under what circumstances you may request going to Appeals
  • Differentiate between Appeals and Taxpayer responsibilities
  • Identify the various voluntary Mediation Programs
  • List ways in which you can help your client

No prerequisites or advanced preparation are required for this seminar.

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