IRS Notices

This program has been approved NASBA & IRS CPE Credit 2(Taxes)

The IRS issues over 220 million notices each year to taxpayers. If a tax client receives an IRS notice, they expect their tax professional to be able to work effectively with the IRS to identify and resolve their issue. There are over a thousand different types of IRS notices, but fortunately, most taxpayers receive many of the same type of notices that require action.

This course will identify the most common, actionable IRS notices and the solutions available to resolve the tax problems related to the notice. The tax pro will also get notice trends based on IRS data as well as best practices to be proactive in resolving IRS notices. In the end, the tax pro will be a more effective and efficient problem solver for their clients, which will lead to higher client retention and a more profitable firm.

Participants will understand:

IRS notices trends and the IRS' "compliance by notice" enforcement strategy
Tax firm trends on how they resolve client IRS notices
The most common IRS notices received by your clients and what problems they indicate
The five primary tax problem categories, including trends and IRS focus areas
Solutions to resolve the most common notices and problems
Best practices in resolving notices and tax problems
How a firm can be proactive in obtaining and resolving IRS notices and issues

Learning Objectives:

Recognize notice trends at the IRS, including common reasons your client will receive an IRS notice
Identify the potential tax problem(s) and solutions associated with common IRS notices
Understand the notices streams for non-filing, underpayment, and underreporting compliance enforcement actions
Recognize how to utilize practice tips to reduce the time to resolve IRS notices and get the best outcome for your client
Describe how to develop a firm strategy to be more proactive and efficient in resolving client IRS notices

Credits and Other information:

Recommended CPE credit – 2.0
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Basic
Location: Virtual/Online
Delivery method: Group Internet Based
IRS Course ID: PJGWS
Attendance Requirement: Yes
Session Duration: 2 Hours
Case Studies and Live Q&A session with speaker
PowerPoint presentation for reference

Who Will Benefit:

CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners

Speaker Profile:

Daniel J. Pilla is a tax litigation consultant, premier proponent and advocate of taxpayer rights. For over three decades, Dan has been tremendously successful in his negotiations with the IRS. Regarded as one of the country’s premiere experts in IRS procedures, Dan provides people across the country with sound solutions to their tax-related problems. He has helped countless thousands of citizens solve personal and business tax problems they thought might never be solved. Furthermore, Dan’s proven techniques can effectively prevent IRS problems before they begin.

Dan is the author of over fourteen books, dozens of research reports and hundreds of articles. Dan’s work is regularly featured on radio and television as well as in major newspapers, leading magazines and trade publications nation-wide. His books have been recommended by prominent magazines and financial publications such as the Wall Street Journal, Money, Family Circle, Investor’s Business Daily. The Wall Street Journal ranked Dan's book, “The IRS Problem Solver”, as the number one tax book in America. Dan has written or contributed to major articles for Reader’s Digest, National Review, Reason, USA Today Magazine and others.

Resolving the Most Common IRS Notices

EVENT DATE:

PRESENTER(s): Daniel J. Pilla

This program has been approved NASBA & IRS CPE Credit 2(Taxes)

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