Dealing With IRS Appeals 2024
8.00 Credits
Member Price $299
Non-Member Price $399
Overview
IRS Appeals is often the best place to resolve a tax dispute. Appeals can review almost all examination and collection determinations. A practitioner should not handle a complicated examination or collection matter without a thorough understanding of how Appeals operate. This is especially true with the recent changes in the independence of Appeals and the way Appeals handles cases. The course will review the appeals process and strategies for practitioners to represent a client competently before the IRS. State tax appeals will also be discussed and compared.
Highlights
- Opportunities for appealing IRS actions
- Preparing the case for an appeal
- Best strategies for handling appeals
- Alternate dispute resolution options before and after the appeal
- Appeals of collection and penalty determinations
- Understanding state appeals for income, sales and employment taxes
Prerequisites
Basic knowledge of dealing with tax authorities.
Designed For
CPAs, attorneys and enrolled agents.
Objectives
- Recognize when IRS and state tax administrative appeal rights arise for audits and collection cases
- Identify strategies for using appeals and alternate dispute resolution options
- Determine how to coordinate appeals with potential litigation
Preparation
None
Leader(s):
Leader Bios
Steven Mather, CalCPA Education Foundation
Steve Mather, Esq., is a partner in Kajan Mather and Barish, practicing in the firm’s Beverly Hills and Orange County offices. Steve handles all manner of civil and criminal tax controversies with the federal and state tax agencies. Steve began his career with the IRS Counsel offices in San Francisco and Los Angeles. Since 1987, he has represented individual and entity taxpayers in a variety of tax disputes. Steve has had dozens of reported decisions in the United States Tax Court and has litigated extensively in the federal district court and in the Ninth Circuit Court of Appeals. Steve is the co-author of the BNA Tax Management Portfolios on federal tax collection, currently entitled “Federal Tax Collection Procedure – Liens, Levies, Suits and Third-Party Liability” and “Federal Tax Collection Procedure – Defensive Measures.” Steve is also the author of the BNA Tax Management Portfolio, “Audit Procedures for Pass-Through Entities.” He received a Bachelor’s Degree in accounting, with highest distinction, and his Juris Doctor, with distinction, from the University of Iowa.
Non-Member Price $399
Member Price $299