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2022 NTPI Level 3 - L3.09.11 Advanced Appeals


Advanced Appeals
IRS Program #:
X9QQU-T-00860-22-O/S
CTEC #: 6257-CE-0076
CE: 2 IRS credits and 2 CTEC credits
Speaker: Clarice Landreth, EA

In this course, the practitioner will understand how the Appeals emphasis on independence impacts effective representation of taxpayers. In addition, the Appeals process with respect to more advanced topics will be covered, such as offers in compromise and proposed trust fund recovery penalty assertions.

Learning Objectives:

  • Explain how the Appeals Judicial Approach and Culture (AJAC) process impacts effective advocacy in Appeals.
  • Describe the offer in compromise (OIC) appeals process.
  • Describe the trust fund recovery penalty (TFRP) appeals 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 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.