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Strategies for Tax Dispute Resolution 4171507B
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CPAs must be prepared for when the IRS or California tax agency contacts one of their clients. Learn useful techniques and strategies for representing clients in all aspects of tax controversy matters, including tax return examinations, tax fraud cases, defenses to civil penalties, administrative appeals, tax collection matters and tax litigation. Particular emphasis will be placed on using procedural rights to achieve better results in difficult cases.

 Export to Your Calendar 10/30/2017
When: 9:30 AM to 5:00 PM
Where: Webinar/Webcast
United States
Presenter: Steven R Mather, Esq
Contact: April Deneault
801-466-10491


Online registration is available until: 10/30/2017
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Curriculums:   Individual Tax Planning and Return Preparation,Business and Corporate Taxation,Litigation,Forensics,Business and Industry

NASBA Credit Category:  Taxes

CPE Hours:  8

Description

CPAs must be prepared for when the IRS or California tax agency contacts one of their clients. Learn useful techniques and strategies for representing clients in all aspects of tax controversy matters, including tax return examinations, tax fraud cases, defenses to civil penalties, administrative appeals, tax collection matters and tax litigation. Particular emphasis will be placed on using procedural rights to achieve better results in difficult cases.

Materials are provided as an ebook.



Major Subjects

  • Examination process: organization of restructured IRS; standards for return selection; AICPA SSTS (revised); Circular 230 guidelines; and approaches to resolving examination problems.
  • Civil penalties: accuracy-related penalty; fraud penalty; preparer penalty; promoter and protestor penalties; nondiscretionary penalties; and foreign information return penalty regime.
  • Administrative appeals: nature and scope; bypassing appeal; drafting the protest letter; appeals conference; and settlement approaches.
  • Collection process: significance of assessment; nature of tax liens and levies; installment agreements; collection due process; and offers in compromise.
  • Tax fraud: civil tax fraud badges; criminal tax fraud violations; defenses; voluntary disclosures; role of Kovel accountant.
  • Judicial proceedings: tax court; federal district court; Court of Federal Claims; and California Superior Court.

Objectives

  • Identify the structure and operations of IRS and California tax authorities.
  • Recognize basic tax procedure principles.
  • Determine how to use procedural rights to achieve better results.
  • Outline planning and conducting the tax examination, administrative appeal and collection process.

Level:  Intermediate

Designed For

CPAs and attorneys who want to more effectively handle tax examinations, appeals, collection and fraud matters with the IRS, FTB, EDD and SBE.

Advanced Prep:

None.

Prerequisite

Basic knowledge of dealing with tax authorities.

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