Case Management Strategies
IRS Program #: N/A
CE: This class is NOT eligible for IRS CE. This CE goes towards the membership requirement for NAEA.
Speaker: Sarah Fields, EA


Effective resolution of a taxpayer’s IRS situation requires effective communication with clients and efficient workflow processes. This course will discuss typical issues in these areas in a business focusing on IRS representation matters and what best practices can help a practitioner succeed.

Learning Objectives:
•Describe effective ways to communicate with representation clients.
•Describe different client workflow processes to efficiently resolve representation cases.

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 education@naea.org.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. 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.