Mobile Edition

Dealing with IRS Appeals (4173164C)

Date:Tuesday, January 30, 2018
Time:11:30AM - 7:00 PM
(Registration at 11:00AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: Steven R. Mather
Vendor:California CPA Education Foundation
Course Level:Intermediate
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


IRS Appeals is often the best place to resolve a tax dispute, but Appeals has been undergoing massive institutional changes in the past few years. Appeals can review almost all examination and collection determinations. A practitioner should not handle a complicated examination or collection matter without a thorough understanding of how Appeals operates. This is especially true with the recent changes in the way Appeals handles cases. This course will review the Appeals process and strategies that will allow practitioners to competently represent a client before the IRS. State tax appeals will also be discussed and compared.

  • Recognize when IRS and state tax administrative appeal rights arise.
  • Determine differences between IRS and state tax appeals.
  • Identify strategies for using appeal and alternate dispute resolution options.
  • Understand the new Appeals procedures to become comfortable handling an appeal.
  • Determine how to coordinate appeals with potential litigation.

Major Topics:
  • Preparing the case for an appeal.
  • Best practices and strategies for handling appeals.
  • Alternate dispute resolution options before and after the appeal.
  • Appeals of collection and penalty determinations.
  • Understanding state appeals for income, sales and employment taxes.

Who Should Attend:

Practitioners familiar with the examination or collection process who need to know how to handle an IRS or state tax appeal.

Basic knowledge of dealing with tax authorities.

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.