Navigating the IRS Appeals Office Process: Achieving Settlement, Avoiding Litigation
Filing Formal Protests, Appealing Collection Actions, Requesting Collections Due Process Hearings Through Appeals
A live 110-minute CPE webinar with interactive Q&A
Wednesday, March 1, 2017 (in 4 days)
1:00pm-2:50pm EST, 10:00am-11:50am PST
This webinar will provide tax advisers and professionals with an advanced guide to navigating the IRS appeals processes. The panel will go beyond the basics to offer an in-depth guide to leveraging the appeals process to challenge not only assessments, but also collections proceedings. The webinar will include specific examples of navigating each stage of the appeals process.
An often overlooked vehicle for resolving taxpayer disputes is the IRS Appeals Office. While many practitioners view the Appeals Office as a last resort measure and focus on trying to reason with a revenue agent, the structure of the Appeals Office and the powers vested in an Appeals Officer may lead to a resolution that cannot be achieved during the examination, and without litigation.
The Appeals Office is charged with the mission of acting to “resolve tax controversies, without litigation, on a basis which is fair and impartial to both the Government and the taxpayer.” As a component of the mission to avoid litigation, Appeals Officers possess broad powers to resolve taxpayer protests and challenges.
The appeals process has several essential steps which CPAs and EAs must navigate, above any strategic considerations. For tax advisers representing clients in IRS disputes, a thorough understanding of the policies and procedures of the Appeals Office is essential to resolving tax controversies.
In October 2016, the Service announced a number of policy changes that impact taxpayers pursuing formal appeals. Even tax advisers who have experience in practicing before the Appeals Office must be aware of these changes to avoid costly mistakes in representing clients before the Appeals Office.
Listen as our experienced panel provides a thoroughly detailed and practical guide to navigating the IRS Appeals Office process to achieve advantageous tax settlements.
- Structure of IRS Appeals Office
- Settlement authority vested in Appeals Officers
- “Litigation hazards” consideration
- Appeal Officers’ authority to reopen previously closed cases and assessments
- Process of filing an appeal
- Tactics and strategies for pursuing a claim through the Appeals Office
- Collection appeals and requesting a collection due process hearing or appeal
- Illustrations and examples
The panel will discuss these and other critical topics:
- What challenges may a taxpayer bring to the Appeals Office?
- How does the requirement that an Appeals Officer consider the “hazards of litigation” serve as an advantage to taxpayers and advisers in bringing an appeal?
- When should a taxpayer docket a case before going through the appeals process?
- Using the appeals process to challenge collection actions or address tax assessments that have not yet been challenged
- How do the policy and procedure changes announced in October 2016 impact taxpayers and advisers pursuing formal appeals?
After completing this course, you will be able to:
- Determine scenarios where a taxpayer may receive a more favorable settlement or resolution by pursuing an appeal through the IRS Appeals Office
- Recognize how the specific settlement authority and incentives vested in IRS Appeals Officers can be leveraged to a taxpayer’s advantage
- Discern critical tactical and strategy considerations in pursuing cases through the Appeals Office
- Identify critical steps in the appeals process
Mary I. Slonina, Director
Ms. Slonina is Director on the Tax Controversy and Regulatory Services team within Washington National Tax Services. She provides guidance and assistance to clients in regards to IRS practice and procedure, including representing clients in administrative interactions with the IRS (Examination, Collection, Office of Appeals, and Chief Counsel). Her areas of concentration include entity classification, FIRPTA transactions, IRS collection actions, penalty abatement relief, statute of limitations, 2014 Offshore Voluntary Disclosure Program (and related disclosure initiatives), and private letter ruling requests (including Treas. Reg. 301.9100 relief).
Elizabeth Askey, Principal
Ms. Askey is a principal in Pwc’s Tax Controversy and Regulatory Services (TCRS) practice. To this role, she brings more than 20 years of experience in assisting multinational corporations with the prevention and resolution of complex tax controversies. She has represented her clients before the IRS, in litigation, and in policy matters (both regulatory and legislative) before the US Department of the Treasury and the Congressional tax-writing committees. Previously, she held senior positions at Ernst & Young LLP and Pillsbury Winthrop Shaw Pittman LLP. She also formerly served at the US Treasury Department’s Office of Tax Policy, first as an Attorney-Advisor in the Office of Tax Legislative Counsel, and then as Associate Tax Legislative Counsel.
Registration per Person for Live Event
Additional lines for this conference can be purchased at 25% off. For orders of five or more lines, further discounts will apply and will be automatically reflected in the cart.
Live Webinar $147.00
Live Webinar & CPE Processing $182.00
CPE per Person on Live Event
Continuing Professional Education credit processing is available for an additional fee. CPE processing must be ordered prior to the event. To qualify for CPE you may not listen via the telephone.
This program is eligible for 2.0 CPE credits.
- Field of Study: Taxes.
- Level of Knowledge: Intermediate.
- Advance Preparation: None.
- Teaching Method: Seminar/Lecture.
- Delivery Method: Group-Internet (via computer).
- Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of verification codes announced throughout the presentation.
- Prerequisite: Three years+ business or public firm experience at mid-level within the organization, preparing complex tax forms and schedules; supervisory authority over other preparers/accountants. Knowledge and understanding of IRS audit procedures, the IRS Appeals Process, Audit Reconsideration Requests and responding to Information Document Requests from the IRS.
NOTE: CPE credit processing for all attendees must be ordered by 2pm Eastern the day of the program to receive a Certificate of Attendance within 24 hours.
Includes full event recording plus handouts (available after live webinar).
Note: Self-study CPE and EA credits are not offered on recorded events.
Recorded Webinar Download $147.00
Available 48 hours after the live event
Recorded Audio Download (MP3) $147.00
Available 24 hours after the live event
DVD (Slide Presentation with Audio) $147.00
plus $9.45 S&H
Available ten business days after the live event
Registration Plus Recorded Event
Live Webinar & Webinar Download $194.00
Recorded Webinar Download Only $47.00 with Registration/Webinar Combo
Live Webinar & Audio Download $194.00
Recorded Audio Download (MP3) Only $47.00 with Registration/MP3 Combo
Live Webinar & DVD $194.00 plus $9.45 S&H
DVD (Slide Presentation with Audio) Only $47.00 with Registration/DVD Combo
NASBA CPE Sponsor
Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
IRS Approved Provider
Strafford is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).
Strafford is a NASBA CPE sponsor and our live webinars qualify for CPE credits. They offer you a high quality, cost effective, and convenient CPE option, with no lost travel time or expenses.
Strafford is an IRS approved continuing education provider and this course is approved for 2 enrolled agent (EA) credit hours.
Excellent seminar! It was efficient and the important topics were covered at just the right pace; no time was wasted covering information that the participants already knew.
Rhonda G. Williams, CPA
Barraclough & Associates
I purchased the conference a few minutes after it began and the customer service rep was very helpful and got me signed up and logged into the conference very quickly.
Savas Greene & Company
I appreciated the flow of the information offered and the ease at which I could follow the handouts.
WISS & Company
The conference was technical, informative and presented at a good pace.
I liked the fact that there was more than one person presenting the material. It's nice to hear multiple perspectives.
Cover & Rossiter
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