Join us for a comprehensive guide to navigating the IRS appeals process.
IRS audits and enforcement have become more aggressive over the last decade. Taxpayers caught up in an audit, and their representatives, need to understand the natural points where audits can be resolved without resorting to costly litigation. The IRS offers numerous pathways to resolve cases before trial, but an early strategy is necessary to determine which pathway is best and how to steer the case towards such pathway. This information will help CPAs, enrolled agents, in-house counsel, and taxpayers understand how to strategically navigate an IRS audit towards resolution through IRS Appeals or other alternative dispute resolution techniques. The topic will discuss the complex procedural rules and rights that must be exercised, at the proper time, to ensure taxpayers obtain the best outcome.
Credit
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Why Lorman?
Over 35 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
Introduction to IRS Enforcement
- IRS Enforcement Capabilities and Priorities
- IRS Exam
- Settlement at Exam With or Without IRS Appeals Involvement
IRS Administrative Appeals
- The Effectiveness of IRS Appeals
- The IRS Appeals Process
- The IRS Appeals Process for Docketed Cases
Special IRS Appeals Cases and Procedures
- IRS Appeals of Collection Matters
- IRS Appeals of International and FBAR Matters
- Post-Appeals Alternative Dispute Resolution Options
Credit
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Why Lorman?
Over 35 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
This course was last revised on May 8, 2019.
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.
- 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 35 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
Rachael Rubenstein
Clark Hill Strasburger
- Senior attorney with Clark Hill Strasburger
- Has extensive experience representing taxpayers with controversy matters, including IRS examinations; IRS collections; trust fund recovery disputes; penalty abatements; appeals; tax litigation; offshore matters and criminal tax matters
- Prior to joining Clark Hill Strasburger, she served as a senior tax fellow and supervising attorney at St. Mary's University School of Law
- She established the St. Mary's University Low Income Taxpayer Clinic, taught tax classes, and managed a volunteer income tax assistance program
- J.D. degree, St. Mary’s University, School of Law
- Can be contacted at [email protected]
T. Joshua Wu
Clark Hill Strasburger
- Partner with Clark Hill Strasburger
- Specializes in resolving complex IRS audits, administrative appeals, civil tax litigation, offshore trusts and assets, multijurisdictional investigations, and IRS collection matters
- Named as Rising Star in Tax by Super Lawyers (Thomson Reuters)
- LL.M. degree in taxation, Georgetown University Law Center; J.D. degree, Syracuse University College of Law
- Can be contacted at [email protected]
Credit
More Program Information
Why Lorman?
Over 35 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!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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