2023 August Solutions Room: IRS Tax Resolution
Course Description
Recent
statistics reveal over 98% of tax court petitions are resolved without going to
court, which means Enrolled Agents can represent and resolve most cases with a
power of attorney and the proper training. This session will take you (as an
EA) from audit all the way to the Chief Counsels Office to discuss the
advantages of negotiating with an IRS Attorney. We will also explore options
where the deadlines have expired, like offer in compromise, collection due
process hearings, audit reconsideration, non-collectable status, and bankruptcy
referral options. This session should encourage interest, thought, and
understanding.
Learning Objectives
At the completion of this course, you should understand and recognize how you are empowered as an Enrolled Agent to represent most taxpayers before the IRS. You will also realize what doors are open to you after a petition has been filed with the US Tax Court.
At the completion of this course, you should understand and recognize how you are empowered as an Enrolled Agent to represent most taxpayers before the IRS. You will also realize what doors are open to you after a petition has been filed with the US Tax Court.
- Review Tax Court & Appellate Court Rulings and Opinions.
- Determine options and strategies in resolving a taxpayer's IRS problems.
- Represent a taxpayer from audit all the way to the doors of Tax Court.
- Discover how to file a tax court petition without breaking the law.
- Traverse all levels of appeal and representation on behalf of your taxpayer.
- Plan pre-trial meetings with the IRS attorneys in Chief Counsels Office.
- Consider other options if the deadline has lapsed for filing a petition.
- Take an impossible situation and find a solution for your taxpayer.
Presenters
Ben Tallman, EA, USTCP
Ben Tallman is an NTPI Fellow with a bachelor's degree in Business Administration. Ben has taught for many years at local, state, and national organizations. He has served on the NAEA Education Foundation and is a prior GAEA education director. Ben is a regular on Tax Talk Today and has conducted numerous webinars and podcasts over the years. He is a US Tax Court practitioner and writes articles of interest for the NAEA & NATP Journals. Ben operates a tax practice and representation business in Atlanta.
Ben Tallman is an NTPI Fellow with a bachelor's degree in Business Administration. Ben has taught for many years at local, state, and national organizations. He has served on the NAEA Education Foundation and is a prior GAEA education director. Ben is a regular on Tax Talk Today and has conducted numerous webinars and podcasts over the years. He is a US Tax Court practitioner and writes articles of interest for the NAEA & NATP Journals. Ben operates a tax practice and representation business in Atlanta.
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. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
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 a 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 will not be refunded.