Learn How to Prepare a Protest and File a Winning Appeal with the IRS
As IRS enforcement efforts have increased dramatically over the past three years, taxpayers have increasingly needed to seek the assistance of the IRS Appeals Division. Taxpayers who are audited usually have a right to appeal any determination by an agent. Taxpayers also enjoy the right to appeal any proposed seizure or levy action. Over the last several years taxpayers have also found it extremely important to seek the IRS Appeal Division’s assistance, as reduced staffing at the IRS has resulted in a higher percentage of unagreed cases. However, the same reduced staffing of agents has resulted in similar reductions in appeals officers and a policy that prohibits face-to-face appeals.
This session with tax attorney Robert E. McKenzie will discuss the best way to file winning appeals relating to:
Appeals from examination
Appeals of collection due process notices
Appeals of denial of installment agreements
Appeals of penalties
The Appeals Judicial Approach and Culture (AJAC) program
You will get practical examples of successful case resolutions at the end of this two-hour information-packed session to help you make your case more appealing.
Understand the appeals mission and office jurisdiction, and limits of jurisdiction
Understand the function and role of appeals
Learn how to prepare a protest
Get the knowledge necessary to reach an appeals settlement
Learn the strategic priorities of an appeal
Learn about the appeals judicial approach and culture project
Get insight on written protests, settlements and the tax courts
NASBA Category of Study: Taxes
IRS Category of Study: Federal Law
Who Should Attend
CPAs and Enrolled Agents
Finance and Accounting Professionals
Accounting and Taxation Firms
Law firms dealing with tax issues
Profit businesses involved in joint ventures with nonprofit organizations
Robert E. McKenzie is a partner of the law firm of Saul Ewing Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state agencies. He has lectured extensively on the subject of taxation. He has presented courses before tho...
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