Learn Game-Changing Strategies to Prepare and File Winning Tax Appeals
The IRS budget has reduced over the last 6 years, the enforcement efforts have gone up – and more and more taxpayers are seeking the assistance of the IRS Appeals Division. But the appeals process can be complex. You need to avoid mistakes – because the penalties can be severely damaging. So how do you strategically engage in the appeals process to reach a favorable settlement?
Audited taxpayers usually have a right to appeal any determination by an agent. They also enjoy the right to appeal any proposed seizure or levy action.
In this must-attend webinar, industry veteran Robert McKenzie will walk you through the appeals mission, office jurisdiction and limits, and the function and role of appeals. He will provide game-changing insights on how to prepare a powerful protest – and file winning appeals on:
Appeals from examination
Appeals of collection due process notices
Appeals on denial of installment agreements
Appeals of penalties
Appeals Judicial Approach and Culture (AJAC)
Face to face appeals
McKenzie will provide practical examples of successful case resolutions to make your learning session more engaging and productive. After attending this session, you will know how to prepare and file winning appeals, and also how to settle IRS tax debts for less.
In this webinar, McKenzie will walk you through:
Appeals mission and office jurisdiction, and limits of jurisdiction
Function and role of appeals
How to prepare a protest
Knowledge necessary to reach an appeals settlement
Strategic priorities of an appeal
Appeals judicial approach and culture
Written protests, settlements and tax court
NASBA Category of Study: Taxes
IRS Category of Study: Federal Law
Who Should Attend
CPAs and Enrolled Agents
Other Tax Preparers
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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