Navigating Your Client Through the IRS Appeals Process [NAV4]
Time: 12:30pm - 4:00pm
Subject:
TaxationCredit Hours:
4.00Price:
Member: $150.00
Non-member: $225.00
Discussion Leader:
Susan Smith, CPA
more info
Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.8 on a scale of 5.0. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015, 2016, and 2018, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.
closeWebsite registration for this course closes on September 20, 2018. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Navigating Your Client Through the IRS Appeals Process (NAV4)September 21, 2018
Alaska Society of CPAs Office
2600 Cordova Street, Suite 211
Anchorage, AK
LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.
Despite the fact that a client's matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process through IRS Appeals.
Major Topics:
- Requesting a meeting or phone conference with the examiner's supervisor
- Requesting review of the examiner's decision by a local appeals office
- Small case requests when tax, penalties, and interest for each period are $25,000 or less
- Writing and filing a Formal Protest, including required information
- Alternative Dispute Resolution options available to clients
- Negotiation and time limitations
Learning Objectives:
- Identify strategies in speaking informally with the examiner's supervisor
- Recognize how to craft the appeal 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
Designed For: CPAs who wish to represent clients with a tax matter in disagreement
CPE Credits: 4, Taxation
Level of Knowledge: Intermediate
Prerequisite: Experience in preparing individual and business tax returns
Acronym: NAV4
Discussion Leader: Susan Smith, CPA
