Course: AVOIDING TAX PRACTICE MISTAKES - APPEALS, TECHNICAL ASSISTANCE, AND PENALTIES & INTEREST - PART II

TaxConnections Presents Instructor

Stuart Sobel

View All Courses By Stuart Sobel
View TaxConnections Profile

Stu Sobel is the consummate Instructor with 30 years IRS experience; co-authored the IRS Examination Standards Manual; taught at major universities; had a nationally syndicated radio program and published four books on taxation. Stu has provided continuing education to more than 25,000 CPAs, Attorneys, Enrolled Agents and Non-Profits Members/Directors.

Take This Education Course

Purchase This Without CPE Credit For $39.00

Take Course With CPE Credit

Purchase This With CPE Credit For $79.00

Course Description

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.”

Major Topics

• 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

Learning Objectives

• 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