Don Farmer's IRS Notices Every Tax Pro Should Recognize & How to Respond
2.00 Credits
Member Price $89
Non-Member Price $109
Overview
This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence.
Highlights
- Overview of IRS Notice and Correspondence Processes
- Identification and Interpretation of IRS Notices
- Response Timelines and Procedural Requirements
- Response Options and Escalation Considerations
- Taxpayer Rights and Due Process
- Best Practices for Notice Management and Compliance
Prerequisites
None
Designed For
CPAs and tax professionals involved in the world of tax.
Objectives
- Identify common IRS notices and their purpose
- Determine appropriate response timelines and actions
- Analyze when to respond, escalate, or request abatement
- Protect taxpayer rights during IRS correspondence
- Implement best practices for managing IRS notice workflows
Preparation
None
Leader(s):
Leader Bios
Nicholas Preusch
Nicholas Preusch, CPA, JD, LLM, is a tax manager with PBMares, LLP, in Fredericksburg, VA, where he works with high wealth individuals and mid- to large-size companies focusing on tax controversy and complex tax issues. In addition, Nicholas is an adjunct professor at the University of Mary Washington. Nicholas has been published in the AICPA’s Journal of Accountancy and Tax Adviser, and in CCH’s Journal of Tax Practice and Procedure. He co-authored the textbook Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reuters. Nicholas was named one of the VSCPA’s Top 5 Under 35 in 2017. Prior to joining private practice, Nicholas started his career as an IRS Revenue Agent. He later joined the IRS Office of Professional Responsibility as an enforcement attorney. While at OPR, he was the lead attorney on several milestone cases such as Gass and Pezzo. Nicholas is a graduate of Carthage College, degree in Accounting and Business; he has also earned a Master of Science in Accounting from the University of Connecticut, his JD from Case Western Reserve University, and his LLM in Taxation from Georgetown University.
Non-Member Price $109
Member Price $89