2022 UPDATE Understanding and Handling Troublesome IRS Correspondence
EVENT DATE:
PRESENTER(s): Daniel J. Pilla
Hundreds of thousands of IRS letters go out each year and you are the first one your client will turn to for help. It is important you know how to preserve your clients’ rights when faced with any collection notice and avoid disastrous mistakes caused by misunderstanding and mishandling IRS notices.
We explore the IRS’s recent announcement that it will temporarily suspend the mailing of certain collection notices. We explore which notices will not be sent, and those that the IRS will continue to send. Build value and increase client trust in your abilities by properly responding to IRS notices by keeping your client in the strongest possible position to resolve any IRS problem before it gets too big.
Learning Objectives:
- How to respond to audit and collection notices to protect your clients’ appeal rights
- How to identify the various notices IRS uses to communicate with taxpayers
- Understanding the difference between audit letters, adjustment letters and collection notices
- Which collection notices have been suspended, and which ones have not
- The difference in the various collection letters and the significance
- The appeal rights that apply to the full spectrum of collection notices
- Which notices do not carry appeal rights and why
- The notices the IRS uses to communicate in an audit
- Which audit notices do and do not carry appeal rights
- Learn how to preserve your clients’ rights when faced with any collection notice
- Avoid disastrous mistakes caused by misunderstanding and mishandling IRS notices
- Build value and increase client trust in your abilities by properly responding to IRS notices
- Keep your client in the strongest possible position to resolve any IRS problem before it gets too big
- Recommended CPE credit – 2.0
- Recommended field of study – Accounting
- Session Prerequisites and preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Group Internet Based
- NASBA Sponsor: 146439
- IRS Course ID: PJGWS
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Who Will Benefit:
- This course is appropriate for CPAs, CFEs, CMA, CIAs, CFFs, MAFF, CGMAs, CEOs
- Internal Auditors
- External Auditors
- Managers
- Staff Accountants
- CFOs and others who are involved in the data or cyber security process.
Coder Archives 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.
