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

The Internal Revenue Service is perceived as a clandestine, secretive organization. This class was created to reduce ignorance of the tax system, improve knowledge of IRS processes, save valuable time representing clients, and reduce the grief associated with resolving tax dilemmas.

The following topics are discussed in detail.

• Techniques for accessing and researching in the Internal Revenue Manual
• How to provide relief for a delinquent taxpayer
• Tools and techniques for dealing with IRS Service Center processing problems
• Overview of what transpires during an IRS examination by a revenue agent and how the IRS evaluates the examiner
• How to negotiate an offer in compromise
• Techniques for working with the IRS appeals function
• Analysis of the IRS privacy, disclosure, and informant programs
• Utilizing the IRS Taxpayer Advocate’s Office to protect clients
• Resolving IRS penalty and interest assertions in the best interests of the client
• Overview of the IRS litigation process and client rights

Learning Objectives

Upon successful completion of this course, participants will be able to
• Avoid future problems by researching the IRS Manual
• Effectively negotiate on behalf of a client when the IRS fails to follow its own procedures
• Save clients time and money when resolving penalty and interest issues

Table of Contents

Welcome CPE

  1. Mission Completed  1. The Internal Revenue Manual: How to Research Tax Issues and Learn to Avoid IRS Practice Mistakes (112 minutes)


NASBA field of study: 2 hours CPE Credit


Trainer: Stuart P Sobel

Type: OnDemand

Level: Beginner

Subject: IRS Tax Research

Duration: 1 Hour 52 Mintues

Released: July 3, 2014

Register Price: $39.00

Register With NASBA: $79.00


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