Navigating the IRS Independent Office of Appeals: Achieving Favorable Settlements, Avoiding Litigation
Filing Formal Protests, Appealing Collection Actions, Requesting Collections Due Process Hearings Through Appeals
Recording of a 110-minute CPE webinar with Q&A
This course will provide tax advisers and professionals with an advanced guide to navigating the IRS appeals process. 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.
Outline
- Structure of IRS Independent Office of Appeals
- 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
Benefits
The panel will discuss these and other critical topics:
- What challenges may a taxpayer bring to the IRS Independent Office of Appeals?
- 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 recent policy and procedure changes impact taxpayers and advisers pursuing formal appeals?
Faculty
Justin Donatello
Managing Director
KPMG
Mr. Donatello is a Managing Director in the KPMG Washington National Tax (“WNT”) Tax Controversy and... | Read More
Mr. Donatello is a Managing Director in the KPMG Washington National Tax (“WNT”) Tax Controversy and Dispute Resolution Services practice, which represents firm clients at all levels of controversy before the IRS. The practice represents clients at the examination and appeals level, using both traditional resolution methods and various alternative dispute resolution techniques such as mediation.
Igor S. Drabkin
Tax Attorney & Principal
Holtz, Slavett & Drabkin
Mr. Drabkin represents tax clients in disputes with the IRS and state revenue authorities, both administratively... | Read More
Mr. Drabkin represents tax clients in disputes with the IRS and state revenue authorities, both administratively and in court. Previously in his career, he was a senior IRS trial attorney and a special assistant U.S. attorney on bankruptcy cases involving tax matters.
CloseAccess Anytime, Anywhere
CPE credit is not available on downloads.
CPE On-Demand