Gain insights into leveraging the IRS Independent Office of Appeals for efficient resolution of IRS disputes.
Many tax practitioners do not know how and when to effectively use the IRS Independent Office of Appeals to resolve disputes with the IRS. This presentation will provide an overview of the IRS Independent Office of Appeals and what matters will be considered by the Appeals Office. In addition, the presentation will discuss tips and recommendations for effectively working with the IRS Independent Office of Appeals and is for any tax practitioner who represents taxpayers in disputes with the IRS.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
The IRS Independent Office of Appeals
- Purpose and Duties of the Office
- Organization
Type of Matters That Can Be Appealed
- Examination Cases
- Penalty Abatements
- Collection Matters
Alternative Dispute Resolution
- Fast Track Mediation
- Fast Track Settlement
- Rapid Appeals Process
- Post Appeals Mediation
Tips and Recommendations for Effectively Working With Appeals
- Ajac
- Contents of Protest or Penalty Abatement
- Collection Cases
- Conference With Appeals
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on October 17, 2023.
Call 1-866-352-9540 for further credit information.
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- AR CLE 1.5
- This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- GA CLE 1.5
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
- HI CLE 1.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
- MO CLE 1.8
- This course qualifies for self-study CLE credit in Missouri.
- NH MCLE 1.7
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 99 Minutes.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- RI CLE 1.5
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
- VT CLE 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WV MCLE 1.8
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Joel N. Crouch
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
- Partner at Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
- For more than 30 years, has counseled businesses and wealthy families, and individuals about their most demanding tax planning, estate planning, and IRS controversies
- Often works with tax professionals and financial advisors to help develop solutions for their clients
- Board certified in tax law by the Texas Board of Legal Specialization and has been recognized as one of the best in his field by Texas Monthly and Law and Politics Magazines by being named a Texas Super Lawyer from 2003 through 2021
- Named one of the Best Lawyers in Dallas by D Magazine for the year 2012-2021 and he has also been named to Best Lawyers in America for Tax Law
- Recognized as a Top-Rated Lawyer in White Collar Criminal Defense, published in The American Lawyer, Corporate Counsel, and The National Law Journal
- Frequent speaker on both substantive and procedural tax issues for both legal and accounting professionals, topics include tax shelter defense, IRS examinations, appeals, litigation and collection strategies, IRS criminal investigations, IRS offshore activities, IRS focus on tax professionals, employment classification, IRS penalties, and litigating partnership tax cases
- Published various articles regarding the IRS and tax procedures
- Can be contacted at [email protected] or 214-749-2456
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
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- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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