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Introduction to Tax Resolution: IRS Personnel and Access to Information

INTRODUCTION TO TAX RESOLUTION: IRS PERSONNEL AND ACCESS TO INFORMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 15, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This beginner-level class taught by the experts at the American Society of Tax Problem Solvers will serve as a first step into the world of tax problem resolution. Before you jump in and start solving cases it's important to have a clear understanding of who you'll be working with at the IRS, and how to get basic information on your client. After attending this training you will have a clear understanding of the job functions of Revenue Officers, Revenue Agents, and Offer Examiners. You will know how to access your client’s information from the IRS and know how and when to use form 2848 and form 8821.
 
Learning Objectives:


  • Learn about key reference sources.

  • Understand the differences between and the functions of Revenue Officers, Revenue Agents, and Offer Examiners.

  • Best practices on how to access your client’s information from the IRS.

  • Understand how and when to use form 2848 and form 8821.

  • Critical questions to ask the client when you agree to take their case.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lawrence Lawler, CPA, EA, CTRS

ASTPS
National Director
info@astps.org
(716) 631-5111

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Larry is the National Director of the American Society of Tax Problem Solvers (ASTPS). Larry has worked and consulted on literally thousands of IRS representation cases, is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide. He is a dynamic and knowledgeable speaker who offers a mix of information, personality, and humor in his presentations and interviews. He has become nationally recognized for his skills in solving tax problems, his marketing expertise, and exceptional practice management abilities. He is the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973.

About Our Presenter

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The American Society of Tax Problem Solvers is a national non-profit membership association that was founded in 2003 to address the need for IRS Tax Problem Resolution Training and Mentoring. ASTPS offers live technical training conferences, case support & continuing education through membership, and certification opportunities for practitioners looking to specialize in tax problem resolution.