Tax Law Center Blog

For tax professionals, successfully navigating the IRS appeals process is a critical skill that can profoundly impact a client’s outcome. It requires a deep understanding of not only tax law but also the procedural and strategic considerations that can lead to a favorable resolution. Our firm is dedicated to empowering tax professionals with the knowledge they need to excel in this area, which is why we are pleased to announce an important educational webinar.

Join Parag P. Patel, Esq., as he presents an advanced guide in the “NTPI Grad Class: All Things Appeals” webinar.

Event Details:

• Seminar Title: NTPI Grad Class: All Things Appeals (2 CE)
• Date: September 16
• Time: 2:00 PM – 4:00 PM
• Host: National Association of Enrolled Agents (NAEA)

This NAEA CPE program is specifically designed to provide an advanced understanding of how to effectively use the IRS appeals process as a strategic tool. Mr. Patel will delve into the nuances of leveraging the appeals process to challenge both assessments and collections, providing a roadmap for achieving the best possible results for your clients.

Key topics will include:

• Leveraging the Appeals Process: Understanding when and how to engage with the IRS Office of Appeals to challenge proposed deficiencies or collection actions, including offers in compromise and installment agreements.
• Effective Case Presentation: Strategies for preparing and presenting a compelling case to an Appeals Officer, including the critical information and documentation required to support your client’s position.
• Strategic Considerations: In-depth discussion on how to navigate the procedural aspects of appeals, including understanding settlement authority, mediation, and arbitration.
• Real-World Scenarios: The session will feature practical, real-world examples to illustrate how to navigate each stage of the appeals process, providing actionable insights you can apply directly to your practice.

This is a chance to move beyond the basics and master the art of IRS appeals. For tax professionals, this knowledge is invaluable for providing a high level of service and achieving superior results.

We encourage you to register today to secure your spot and enhance your proficiency in this critical area of tax practice.

Contact us for a consultation to learn more about how our firm can assist with your client’s tax problems.