IRS Case Roadblocks

Wednesday, June 05, 2024
Webcast or Webinar, Online
5:00 PM - 6:00 PM (opens at 4:30 PM) EST
1Credits
Technical Business

Registration is Open

Members
$55.00 Regular Price
Non-Members
$70.00 Regular Price

CPE PowerPass Users

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$20.00 Members / $28.00 Non-Members
Course Type: Webcast
Course Code: 24/CX43866
Level: Intermediate
Vendor: CPA Crossings, LLC
Field of Study: Taxes

Overview:

You are likely familiar with strategies for removing the Trust Fund Recovery Penalty (TFRP) or brokering an installment agreement with a Revenue Officer or ACS Representative, but what should you do and when? What happens when things break down? Who should you contact and when? This topic will help guide practitioners on getting around certain obstacles or roadblocks while working cases with the IRS. This includes best practices for contesting the TFRP, who to contact and how to prepare when negotiating installment agreements, and steps to elevate cases that are seemingly going nowhere. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:

After attending this presentation, you will be able to...

  • Apply the IRM to properly engage with the IRS in a TFRP investigation
  • Analyze the different forms and documents needed to properly negotiate an installment agreement
  • Identify difficult IRS employees and mitigate ongoing case management
  • Use graduating remedies for handling case obstacles

Major Topics:

The major topics covered in this course include:

  • Administrative strategies for resolving a TFRP assessment
  • How to prepare for negotiating an installment agreement
  • Tips for handling apathetic or indifferent Revenue Officers
  • How to stage different case obstacles and roadblocks through completion

Major Topics:

The major topics covered in this course include:

  • Administrative strategies for resolving a TFRP assessment
  • How to prepare for negotiating an installment agreement
  • Tips for handling apathetic or indifferent Revenue Officers
  • How to stage different case obstacles and roadblocks through completion

Designed For:

CPAs, EAs, attorneys, and anyone interested in learning more about IRS representation and tax problem solving.

Prerequisites:

Familiarity with strategies for removing the Trust Fund Recovery Penalty (TFRP) or brokering an installment agreement with a Revenue Officer or ACS Representative.