CPE Course Library

2 hours

Defend a Client before IRS Examination & Collection

Course Description

Many practitioners have little experience representing clients before the IRS examination and collection functions. The IRS is not as secretive as many would believe. This unique course will make the IRS more open and transparent. Practitioners will learn skills and references that will aid them in their tax practices.

Topics Covered:

  • Mistakes made in handling IRS liens, levies, and installment agreements
  • Innocent spouse relief
  • Claims for refund
  • Failure to file situations
  • Statute of limitation issues
  • Partnership, corporation, and LLC audits
  • Tax shelter issues

Learning Objectives:

  • Understand how to avoid major mistakes when dealing with the IRS
  • Improve knowledge of compliance with IRS Circular 230 guidelines
  • Learn how to utilize the Internal Revenue Manual to protect clients

Delivery Method: Self Study
Field of Study: Other Federal Tax
Prerequisites: None
Advance preparation: None
Program Level: Basic
Expiration: In accordance with NASBA standards, access to this course will terminate one year from the date of purchase. Incomplete courses will no longer be accessible beyond the one year deadline.

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