Winning Tax Controversy Strategies: IRS Audits, Collections & Appeal Made Simple

Overview

Led by tax controversy expert Melissa Wiley, this course equips tax professionals with key strategies for navigating IRS audits, collections, and appeals. Participants will learn to respond effectively to audits, resolve tax debts, and leverage appeals options like Fast Track Appeals and Post-Appeals Mediation. The course also covers criminal tax risks, taxpayer rights, and litigation strategies, ensuring professionals can advocate for clients and challenge IRS assessments confidently. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

Highlights

• IRS divisions
• Section 6103
• Audit processes
• IRS collection actions
• IRS Independent Office of Appeals, Fast Track Appeals, and Post-Appeals Mediation

Prerequisites

Work experience in tax planning or tax compliance, or an introductory course in taxation.

Objectives

• Distinguish key IRS divisions, their roles, and taxpayer data security under Section 6103.
• Identify audit processes, respond to Information Document Requests (IDRs), and escalate issues to IRS Appeals.
• Identify IRS collection actions, prevent enforcement measures, and evaluate resolution options like installment agreements and offers in compromise.
• Recognize the functions of the IRS Independent Office of Appeals, Fast Track Appeals, and Post-Appeals Mediation to settle disputes effectively.