WF001826: Don Farmer’s IRS Notices Every Tax Pro Should Recognize & How to Respond

Online

# of CPE Credits

2

Description

This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence.

MAJOR TOPICS
* Overview of IRS Notice and Correspondence Processes
* Identification and Interpretation of IRS Notices
* Response Timelines and Procedural Requirements
* Response Options and Escalation Considerations
* Taxpayer Rights and Due Process
* Best Practices for Notice Management and Compliance

Objective

* Identify common IRS notices and their purpose * Determine appropriate response timelines and actions * Analyze when to respond, escalate, or request abatement * Protect taxpayer rights during IRS correspondence * Implement best practices for managing IRS notice workflows

Advanced Preparation

None

Required Knowledge

Participants should have a foundational understanding of individual and business tax concepts, basic familiarity with Internal Revenue Service processes, and prior experience preparing or reviewing tax returns and related correspondence.

Who Should Attend

CPAs and accounting professionals

Credit Types

    CPE – Taxes

Event Speaker(s)

Nick Preusch

Event Level:Intermediate
Event Code:WF001826
External ID:WF001826
Event Vendor:Don Farmer Tax Education
Fields of Study:CPE - Taxes
Other fields:

    Registration Fees

    RegistrationTypePrice
    WF001826: Registration – MemberMem$89
    WF001826: Registration – Non-MemberNM$109

    CPE Sponsors LogoThe 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.