This is a free online CE/CPE class taking place at 10am PDT (1pm EDT) on March 3, 2021.
As a tax resolution specialist, you will spend a significant amount of your case work time interfacing with Appeals. This independent division within the IRS serves as part of the system of checks and balances to ensure that Collections personnel are following laws and regulations, as well as protecting taxpayer rights. During the course of my career, well over half my case resolutions have come from Appeals. This session will delve into how to work with Appeals, plus the specific processes for the two most common Appeals routes you’ll take when working Collections cases.
The fifth item in the Taxpayer Bill of Rights is “The Right to Appeal an IRS Decision in an Independent Forum”. This is an important aspect of handling an IRS Exam. When there are sticky issues, your Exam Representation cases will end up in the Independent Office of Appeals.
It is important for taxpayers to have this right to challenge the decision that was made by IRS field employees (Tax Compliance Officers, Revenue Agents and Group Managers).
Join tax resolution experts Jassen Bowman, EA, CTR™ and Dan Henn, CPA, CTR™ for this 1-hour CE/CPE live training that will cover the basics of IRS Appeals. Attendees will learn what Appeals actually does, and discover the primary types of Appeals available for both Collections and Examination cases.
Note: This class is presented via Zoom. You will receive the direct Zoom link upon registration.
- Define the mission of the Independent Office of Appeals.
- Understand the role of Appeals within the IRS.
- Explain the Appeals hearing steps.
- Define Appeals outcomes.
- Describe the two primary Collections Appeals processes.
- Describe how to Appeal after an IRS Exam.
Special Bonus: When you register for this webinar, you will also receive complimentary access to two valuable resources: The Tax Resolution Daily Marketing Checklist plus the Real Life Fee Example Guide.
Continuing Education Information
- Delivery Method: Group Internet Based
- Credit: 1.0 CE/CPE hours for EAs and CPAs
- Subject Area: Taxes (IRS: Federal Tax Law)
- Prerequisite: Basic understanding of IRS assessment procedures.
- Program Level: Basic
- Advance Preparation: None required.
- IRS Program Number: 4Y1UP-T-00146-21-O
- NASBA Registry ID: 140945
- Texas State Board of Public Accountancy CPE Sponsor ID 010474
Tax Marketing HQ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
About the Instructors
Jassen Bowman, EA, CTR™, NTPI® Fellow spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 500 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and Tax Resolution Systems, a checklist manual for practitioners.
Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, and tax columnist with Florida Today. With over two decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes and IRS Collection cases.
For additional resources for growing a successful tax resolution firm, CPE classes, and information on the Certified Taxpayer Representative™ designation, visit https://TaxResolutionAcademy.com.
What Others Are Saying About Our Classes
“The instructor was knowledgeable and clear.” -Natalie Mitchell, EA
“It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation.” -Marsha Tisdale, EA
“Practical information for our practice future.” -Donna Henderson, EA
“Great information source.” -Robert Pavicic, EA
“Jassen is very knowledgeable and boils down complicated information into what is applicable, useable and practical.” -Karen Stevenson, EA”I like your honesty when presenting the materials such as what works and what doesn’t work.” -Sharon Ishii, EA
“Excellent… Provided a great deal of useful information and gave me food for thought.” -Anthony Nazarowski, EA
“This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services.” -Rick Jenkins, EA
“I always enjoy and learn a lot in Jassen and Dan’s webinars, Thank you!” -Jennifer Ginther, EA
“Now I have an idea in which direction I will turn my career. Thank you!” -Yelena Lipovetsky, EA
Note: This class is conducted via Zoom. Before the class, you are encouraged to try a test session to make sure your system is properly set up.
For additional information about our comprehensive tax resolution training program, learn about becoming a Certified Taxpayer Representative™.