Surgent’s Navigating Your Client Through the IRS Appeals Process
Description
Despite the fact that a client’s tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating through the complex IRS Appeals.
Objective
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
Advanced Preparation
None
Required Knowledge
Experience in preparing individual and business tax returns
Who Should Attend
Accounting and Financial Professionals who wish to represent clients with a tax matter in disagreement
Credit Types
- CPE – Taxes
- Enrolled Agent
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS48126: Registration – Member | Mem | $165 |
| WRS48126: Registration – Non-Member | NM | $325 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.