How to Defend a Client Before IRS Examination and Collection (Currently Unavailable)

Author: Stuart P Sobel

Many practitioners have little experience representing clients before the IRS examination and collection functions. The IRS is not as secretive as many would believe. This unique course will make the IRS more open and transparent. Practitioners will learn skills and references that will aid them in their tax practices.

Publication Date: October 2014

Topics Covered

• Mistakes made in handling IRS liens, levies, and installment agreements
• Innocent spouse relief
• Claims for refund
• Failure to file situations
• Statute of limitation issues
• Partnership, corporation, and LLC audits
• Tax shelter issues

Learning Objectives

• Understand how to avoid major mistakes when dealing with the IRS
• Improve knowledge of compliance with IRS Circular 230 guidelines
• Learn how to utilize the Internal Revenue Manual to protect clients

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None