DESCRIPTION
As the IRS budget has been reduced over the last 8 years, taxpayers have increasingly needed to seek the assistance of the IRS Appeals Division. Taxpayers who are audited usually have a right to appeal any determination by an agent. Taxpayers also enjoy the right to appeal any proposed seizure or levy action.
Join this must-attend webinar with industry veteran Robert McKenzie to learn how to strategically engage in the appeals process to reach a favorable settlement. In this session, Robert will provide you a better understanding of office jurisdiction, mission, function and role of the Appeals Division. He will walk you through the best ways to file winning appeals for various scenarios with practical examples of successful case resolutions. At the end of this session, you will know how to prepare and file winning appeals and settle IRS tax debts in the best interests of your clients.
Learning Objectives:
- Identify strategies in speaking informally with the examiner’s supervisor
- Recognize how to craft the appeal to best affect 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
This class will discuss the best way to file winning appeals on the following:
- Appeals from examination
- Appeals of collection due process notices
- Appeals of denial of installment agreements
- Appeals of penalties
- Appeals Judicial Approach and Culture (AJAC)
- Face to face appeals
Who Will Benefit:
- CPA
- Enrolled Agents
- Tax Attorneys
- Finance Professionals
- Business Owners