Navigating Your Client Through the IRS Appeals Process WEBCAST
Overview
Despite the fact that a client’s tax matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of going to IRS Appeals.
Highlights
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less. Writing and filing a Formal Protest, including required information. Alternative Dispute Resolution options available to clients. Negotiation and time limitations. Preparing and submitting a Tax Court petition to preserve a client’s rights.
Prerequisites
Experience in preparing individual and business tax returns.
Designed For
Accounting and Financial Professionals who wish to represent clients with a tax matter in disagreement.
Objectives
Recognize how to craft the appeal protest to best effect 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. Understand how to prepare and submit a Tax Court petition.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Pamela Davis-Vaughn, Surgent McCoy CPE, LLC
Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. She has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech, and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas. Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
Non-Member Price $200.00
Member Price $175.00