The IRS issues over 220 million notices each year to taxpayers. If a tax client receives an IRS notice, they expect their tax professional to be able to work effectively with the IRS to identify and resolve their issue. There are over a thousand different types of IRS notices, but fortunately, most taxpayers receive many of the same type of notices that require action.

This course will identify the most common, actionable IRS notices and the, solutions available to resolve the tax problems related to the notice.

The tax professionals will also get notice trends based on IRS data as well as best practices to be proactive in resolving IRS notices. In the end, the tax professionals will be a more effective and efficient problem solver for their clients, which will lead to higher client retention and a more profitable firm.

Learning Objectives:

  • Recognize notice trends at the IRS, including common reasons your client will receive an IRS notice
  • Identify the potential tax problem(s) and solutions associated with common IRS notices
  • Recognize how to utilize practice tips to reduce the time to resolve IRS notices and get the best outcome for your client
  • Describe how to develop a firm strategy to be more proactive and efficient in resolving client IRS notices

Session Highlights:

  • IRS notices trends and the IRS' "compliance by notice" enforcement strategy
  • Tax firm trends on how they resolve client IRS notices
  • The most common IRS notices received by your clients and what problems they indicate
  • How to respond to audit and collection notices to protect your clients’ appeal rights
  • How to identify the various notices IRS uses to communicate with taxpayers
  • Understanding the difference between audit letters, adjustment letters and collection notices
  • The difference in the various collection letters and the significance
  • The appeal rights that apply to the full spectrum of collection notices
  • Which notices do not carry appeal rights and why
  • The notices the IRS uses to communicate in an audit
  • Which audit notices do and do not carry appeal rights 

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

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 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

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9. How can I cancel my registration?

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  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

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