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L2.08.21 - Exam Appeals - (2 CE)

Exam Appeals

IRS Program #: X9QQU-T-00756-21-O/S
CE: 2
Speaker: Bert Hartmann, EA

Appeals can save a taxpayer from a negative result in an IRS examination. This course describes the various ways a taxpayer can use the IRS Appeals process effectively in an examination controversy.

Learning Objectives:
•Describe how to file a protest in response to the 30-day letter.
•Describe how to effectively conduct an Appeals hearing for an examination issue.
•Understand the United States Tax Court process related to notices of deficiency and the appropriate role of a non-attorney in that process.

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.