IRS Disputes

Description

Want to help your client save money and avoid potential trouble with the IRS? This CPE course explains what may trigger an IRS audit, how to negotiate, settle on appeal, qualify for an IRS collection program and evaluate your client's best options for dealing with the IRS. You will also learn about IRS audit techniques, how to handle requests and appeal rights so you can represent your clients with confidence.

Highlights

  • The assessment process
  • Audit selection, examination, and the appeals process
  • Installment agreements
  • Offers in compromise
  • Advising delinquent taxpayers
  • The IRS collection process for tax liens, levy, seizure, and sale
  • Bankruptcy and the effect on tax liabilities
  • Practice before the IRS
  • Business taxation
  • Tax liens levy seizure
  • Fund recovery penalty

Objectives

  • Evaluate IRS audit trends and the audit selection process.
  • Determine when IRS requests could be challenged.
  • Identify the timing, scope, and location of various IRS audits.
  • Recognize IRS audit techniques and inquiries and appeal rights.
  • Identify how to manage the information document request process and evaluate the contents of a revenue agent report.

Designed For

CPAs, enrolled agents, and attorneys



Leaders

Deborah Phillips

Deborah A. Phillips, CPA, MST Miramar, Florida

Deborah A. Phillips, CPA, MST, operates her own tax controversy practice where she specializes in partnership and S Corporation tax law as well as IRS audits and procedures.

Debbie, retired from the Large Business and International Division (LB&I) of the Internal Revenue Service (IRS) where she was a Senior Manager in the Flow Through Issue Practice Group (IPG). The IPG specializes in S corporation and partnership tax issues for LB&I. Debbie worked for the IRS for over 31 years ago and she has extensive accounting and taxation knowledge of individual, corporate, and partnership federal tax returns. She was the Operations and Technical Assistant to the Deputy Commission International, the Technical Assistant to the Director of PFTG, a Territory Manager in the Retail, Food and Pharmaceuticals Industry, a Team Manager in the Heavy Manufacturing Industry and the IRC Section 263A Technical Advisor.

Debbie taught graduate and undergraduate courses in accounting and taxation as an adjunct faculty member at Delaware State University, Wilmington College, and Goldey-Beacom College. She has been a seminar presenter for over 17 years as well as a text book author.

Debbie earned her master's degree in taxation from Widener University.