Avoiding Tax Practice Mistakes- Part II

Monday, October 2, 2017 12:00 PM - 3:00 PM  (EST)
Tax practice and the resolution of tax problems with the Internal Revenue Service can be tedious and outright challenging. This course will show practitioners how to navigate through the confusing IRS system, help them save time, and enable them to avail their clients of all the rights to which they are entitled. The techniques and tools this course provides will make tax practice less “taxing.”

Upon completion of this course, participants will be able to:
  • Gain a better understanding of IRS procedures
  • Understand how to avoid major mistakes in dealing with the Internal Revenue Service
  • Find out how to provide the best advice for clients
  • Appeals
    • Preparing protests to the IRS 30-day letter
    • Working and resolving issues with the IRS Appeals Office
    • Negotiating settlement agreements and closing agreements
  • Technical assistance
    • Requesting a private letter ruling or technical advice memorandum
    • Securing IRS §444 elections for S corporations
    • Exempt organization determinations
  • Penalties and interest
    • Abating penalties – failure to file, pay, estimate, deposit, and others
    • Avoiding substantial underpayment of tax and valuation misstatement penalties
    • Avoiding return preparer penalties
    • Abatement of interest
    • Avoiding the filing of frivolous tax returns
Designed For
Tax Practitioners who wish to avoid expensive and time-consuming errors when dealing with the Internal Revenue Service

Experience in representing or advising clients before the IRS in tax compliance or controversy issues.
No advance preparation required
Level of Knowledge
CPE Credit
3 Hours
Delivery Method  
Group Internet Based
NASBA Field of Study

Stuart Sobel

WARNING: The status of this event has been changed to CLOSED.
Please contact your event organizer for additional information.