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Surgent's Navigating Your Client Through the IRS Appeals Process

 Various
 
4.0
Registration is Open
Member Price
$159.00 Regular Registration
Your Price
$167.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 07/09/2025 from 9:00 am to 12:30 pm
 Mon, 09/15/2025 from 1:00 pm to 4:30 pm
 Mon, 11/17/2025 from 1:30 pm to 5:00 pm
 Fri, 12/05/2025 from 9:00 am to 12:30 pm
 Tue, 02/03/2026 from 1:30 pm to 5:00 pm
 Currently available
 Currently available
Designed For:

Accounting and Financial Professionals who wish to represent clients with a tax matter in disagreement

Prerequisite:

Experience in preparing individual and business tax returns

Despite the fact that a client's tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating the complex IRS Appeals.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Recognize how to craft the appeal protest to best effect the desired findings for your client
  • Identify strategies regarding in person, correspondence, or phone conferences with IRS Appeals
  • Know how to utilize IRS Appeals, the only level of appeal within the IRS, to avoid costly, contentious, and time-consuming court trials
  • Understand how to prepare and submit a Tax Court petition

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.