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Tax Talk Today Features IRS and Tax Pros Presenting, "Exam to Appeals: Helping Clients with Post-Return Issues"
[November 10, 2016]

Tax Talk Today Features IRS and Tax Pros Presenting, "Exam to Appeals: Helping Clients with Post-Return Issues"


Tax Talk Today®, an online series of webcasts educating tax professionals on current and critical tax issues, announced the topic for its November program, Exam to Appeals: Helping Clients with Post-Return Issues. The Live webcast is scheduled for Tuesday, November 15, at 2 PM ET.

Joseph Ali, IRS Director, Technical Guidance - Appeals, Keith R. Dyson, Supervisory Tax Analyst for IRS SB/SE Campus Exam Programs, Quinton Smith, IRS Director for the Collection Operations, Field, Gulf States Area, Lonnie Gary, EA, USTCP, Partner, Young, Craig & Co., LLP, and Donald Rosenberg, EA, will discuss how the IRS goes about collecting tax debts and how the professional can assist the taxpayer at this stage of the process. Finally, the panel will turn to the matter of appealing administrative decisions, both within the IRS and through the courts. Complete program description.

The broadcast will be Archived for 12 months for viewers who are unable to watch the Live program, wish to complete a QAS Self Study CPE program. Viewers can earn 2 CPEs for completing this program, and may email questions before and during the Live program.



Specific topics that will be discussed:

  • Issues Common to Exam/Collection
    • Initial contacts - Really the IRS?
    • Taxpayer Right to Representation
    • Power of Attorney, Disclosure Authorization
  • Examination
    • What is an exam?
    • Exam Types: Correspondence, Office, Field exams
    • Correspondence Exams
    • Representing clients during Office or Field Exam
    • Reasonable Cause/penalty abatement
  • Collection
    • How collection efforts begin
    • IRS contacts (Notices, ACS (News - Alert), ROs)
    • IRS Fresh Start Program
    • Installment agreements
    • Offers in Compromise
    • Liens
    • Levy/garnishment
    • Summons, seizure, sale of assets
  • Appeals
    • How organized
    • Jurisdiction
    • Practice before Appeals
    • Dispute process
    • Collection Appeals Program
    • Alternate Dispute Resolution--Fast track settlement
    • Turning to the courts

Viewers needing Continuing Professional Education credit (CPE Credit) can take advantage of a Tax Talk Today subscription price of $270.00 or $18.00/credit for 15 CPE credits, which includes all 8 programs. Up to 21 CPE credits can be purchased. Tax Talk Today is an IRS Approved Continuing Education Provider.


About Tax Talk Today, The Tax Show for the Tax Pro

An 8-program, 15 CPE, webcast series, designed to educate tax professionals with reliable information about complex tax issues. Tax Talk Today features roundtable discussions and real-time interaction with industry professionals, and IRS officials. Tax Talk Today collaborates with the IRS and the NAEA to provide content meeting CPE Credit requirements for CPAs, Enrolled Agents, Voluntary OTRPs, attorneys, and all professionals needing CPE credits in the tax area. Programs are available Live, Archived or Podcast. Contact Paul Lamonia at 202-559-9330 or [email protected] or visit www.TaxTalkToday.com.


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