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OnDemand Course

Understanding the Taxpayer Rights with Regulated Fee Requirements

Gain an understanding of the process on how to submit a claim with the IRS and learn the eligibility of your clients.

Representing taxpayers before the Internal Revenue Service encompasses a broad range of opportunities, pitfalls, solutions and costs. The IRS website says "Federal law and policy requires agencies, including the IRS, to charge a user fee to recover the cost of providing certain services to the public that confer a special benefit to the recipient. In addition, the Internal Revenue Code authorizes or requires the IRS to charge a user fee for other specified services." Whether a client has information for the IRS, desires certainty in reporting a position or transaction, missed a tax election that has upended his desired reporting, owes the IRS money or is facing steep penalties, the informed representative needs to know the options and costs. This topic will inform you on how to take maximum advantage of several key areas in which the IRS provides relief to taxpayers, while understanding the costs and risks involved in pursuing those avenues of relief. Covering whistle-blower awards, Private Letter Ruling Requests, Relief for Missed Elections, Settling IRS Collection matters and the workings of the penalties for late filing or payment, this information will provide you with the skills to pursue each of these remedies armed with the understanding of their costs and benefits.

Runtime: 90 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Whistle-Blower Actions

Private Letter Ruling Requests

Missed Elections and Section 9100 Relief

Offers in Compromise and Installment Agreements

Penalties: Failure to File and Failure to Pay

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on October 3, 2018.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • OR CLE 1.5
     
  • Approved for 1.5 CLE credits in Oregon.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

William Smith

William Smith

CBIZ, Inc.

Bill Smith

  • Managing director in the CBIZ, Inc. MHM National Tax office
  • Monitors federal tax legislation and consults nationally on a broad range of domestic tax services for businesses and individuals, including IRS procedural and controversy matters
  • Authored numerous tax articles, edits all of the CBIZ MHM thought leadership articles, and lectures on a broad range of tax topics across the country
  • Co-presents a business tax update every quarter entitled Eye on Washington
  • Frequently quoted in nationally recognized publications including the Wall Street Journal, New York Times, Barron’s and the Washington Post, as an authority on tax topics and professional ethics; he has been profiled in Forbes, and appeared as a commentator on NPR, CNBC and Fox News and Fox Business
  • In 2013, he was selected as a Washington D.C. Power Player by SmartCEO Magazine – one of a dozen lawyers, bankers and accountants selected in the inaugural year of the program’s existence; in 2017 he was honored again by SmartCEO Magazine as a Washington, D.C. Center of Influence
  • Having entered through the honors program, he spent the first five years of his career with the Dept. of Justice, Tax Division, trying tax cases on behalf of the United States (including jury trials in federal district court)
  • For over 30 consecutive years, he has received the preeminent ranking in legal ability and ethical standards from his peers, the highest rating available, from Martindale Hubbell, a division of Lexis-Nexis
  • Graduated with his law degree, magna cum laude, Florida State University College of Law, where he won a National Moot Court Championship and chaired the new membership for the Law Review
  • Active member of the California Bar, inactive member of the Florida Bar, and a member of the ABA Tax Section
  • Can be contacted at 301-961-1943, [email protected] or @BillSmithTax1
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 402187
Published 2018
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Available in Multiple Formats

Purchase this course and learn on your schedule!