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2 hours
CTEC IRS NASBA

The IRM - Research Tax Issues and Avoid Practice Mistakes

Course Description

The Internal Revenue Service is perceived as a clandestine, secretive organization. This class was created to reduce ignorance of the tax system, improve knowledge of IRS processes, save valuable time representing clients, and reduce the grief associated with resolving tax dilemmas.

Topics Covered:

  • Techniques for accessing and researching in the Internal Revenue Manual
  • How to provide relief for a delinquent taxpayer
  • Tools and techniques for dealing with IRS Service Center processing problems
  • Overview of what transpires during an IRS examination by a revenue agent and how the IRS evaluates the examiner
  • How to negotiate an offer in compromise
  • Techniques for working with the IRS appeals function
  • Analysis of the IRS privacy, disclosure, and informant programs
  • Utilizing the IRS Taxpayer Advocate's Office to protect clients
  • Resolving IRS penalty and interest assertions in the best interests of the client
  • Overview of the IRS litigation process and client rights

Learning Objectives:

  • Avoid future problems by researching the IRS Manual
  • Effectively negotiate on behalf of a client when the IRS fails to follow its own procedures

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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