Stuart Sobel

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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

• Collection
     • Mistakes in handling IRS liens, levies, and installment agreements
     • Statutes of limitation on collection
     • Audit reconsideration after assessment
     • Innocent spouse relief
     • Offers in compromise
     • Preparing IRS financial statements for clients
     • Collection due process hearings
     • Claims for refund

• Examination
     • Return selection process for examination: how to avoid unnecessary audits
     • Burden of proof : substantiation and use of oral testimony to substantiate expenses
     • Setting the scope of examination with the IRS examiner: how to determine what the IRS is looking for
     • Dealing with IRS correspondence exams
     • Partnership/S corporation/LLC audits
     • Failure to file situations
     • IRS summonses and enforcement procedures
     • Statute of limitations issues
     • Circular 230 guidelines for practice before the Internal Revenue Service
     • Tax shelters: avoiding abusive tax shelters and pre-filing notification letters 

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

Table of Contents

Welcome CPE

  1. Mission Completed  1. AVOIDING TAX PRACTICE MISTAKES - PART I (160 minutes)


NASBA field of study: 2 hours CPE Credit


Trainer: Stuart P Sobel

Type: OnDemand

Level: Intermediate

Subject: Tax Practice

Duration: 2 Hour 40 Mintues

Released: July 3, 2014

Register Price: $39.00

Register With NASBA: $79.00


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