IRS Audits, Appeals, and Collections: Successful Strategies

8 CPE Credits | 1 Day | Taxes | Basic
4 CPE Credits | 1/2 Day | Taxes | Basic
Self-Study also available for 1-Day

Much has been written about how to most effectively represent your client before the IRS. In this Gear Up seminar, your instructors are not observers, they are out in the field helping THEIR clients—this is what makes this class unique. We will give you ideas and strategies that have helped our clients and will help your clients as well. It is not that we have secrets, but proper application of these techniques will work like magic. In addition to hearing from the instructors, each class is unique in that, as a class, we discuss what is working right now. We can best help our clients by focusing on mastering:

• Tax law on audit and collection work. Focus is on the Internal Revenue Manual, exploring Part 4 (audits), Part 5 (collections) and Part 20 (penalty abatement techniques). We also cover effectively settling cases at the appeals division—audit cases and collection cases under the Collection Due Process.
• Effective communication techniques. Getting the response you desire necessitates successful communication with the IRS. We cover all aspects of understanding the IRS notices, including many suggestions to help you successfully respond to the CP 2000 notices. We also discuss behavioral aspects of working with the IRS, including tips on maximizing your negotiation.
• Technology. This is not a discussion on using the computer, but using the IRS tools. Maximize your use of the e-services suite of products to resolve your problems more quickly than you can imagine. Let TDS, EAR , and DA go to work for you! Learn how obtaining the administrative file under the Freedom of Information Act can provide you the path to success. Use the CAF successfully to file the Power of Attorney.

This is our third year of teaching this seminar and we promise you will learn many new techniques and suggestions to bring about the best possible result for your clients. There is no theory in this class, just pathways to success.