How to Negotiate IRS Appeals Settlement


Overview
Tax practice and the resolution of tax problems with the IRS can be tedious and challenging. This course will show practitioners how to navigate through the confusing IRS Appeals system and resolve cases.  IRS Appeals Officers can consider hazards of litigation and settle cases in the bst interests of the taxpayer and IRS.  Stu Sobel shares his 50 years of tax wisdom inside and outside of the IRS.

Objectives
Upon successful completion of this course, participants will be able to:

  • Recognize how to avoid making major mistakes in dealing with the Internal Revenue Service
  • Identify how to provide clients with the best advice
  • Identify how to legally reduce clients' tax, penalty, and interest liabilities
Emphasis
The following topics are discussed in detail.
  • Hierarchy of tax authority
  • Preparing a meaningful IRS Protest Letter
  • Understand the different types of IRS case closure
  • Negotiating settlement agreements with appeals
  • How to utilize oral testimony, circumstantial evidence, and hearsay to sustain positions
  • How to contest an adverse employee/independent contractor determination
  • Abating penalties
Prerequisite
None
 
Preparation
No advance preparation required
 
Level of Knowledge
Basic
 
CPE Credit
2 Hours
 
Delivery Method  
Group Internet Based
 
NASBA Field of Study
Taxes

Author
Stuart Sobel