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2 hours
CTEC IRS NASBA

Negotiating an IRS Appeals Settlement

Course Description

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.

Topics Covered:

  • 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
  • More

Learning Objectives:

  • 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

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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