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CPA - medium firm
CPA - large firm
Enrolled Agent
In light of recent IRS workforce reductions, tax professionals face new challenges in managing IRS correspondence. With enforcement actions slowing temporarily, the IRS's limited staffing is leading to delays, misrouted responses, and increasing frustration for both practitioners and clients.
This course equips tax professionals with practical strategies to navigate these obstacles, ensuring efficient communication with the IRS and expediting resolutions despite extended processing times. Participants will learn how to leverage IRS tools and tactics to overcome communication barriers, manage client expectations, and mitigate frustration. Additionally, the course will explore approaches for anticipating and adapting to ongoing IRS changes, including shifts in enforcement priorities and procedural updates. The information covered in this webinar is designed to empower tax professionals to guide their clients effectively while maintaining operational efficiency.
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Outline the current state of the IRS workforce and its effects on communication and case resolution processes
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Analyze how IRS workforce reductions contribute to enforcement delays, correspondence backlogs, and the associated challenges for tax professionals
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Evaluate key IRS tools and strategies to effectively manage processing slowdowns and communication barriers when responding to IRS notices and audits
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List strategies, informed by real-world case studies, to help clients set realistic expectations and reduce frustration from prolonged IRS response times
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Identify ongoing IRS operational changes to ensure readiness to adapt to future shifts in enforcement and procedural practices
Hayley Bales
Protection Plus
Marketing
[email protected]
9196089913
Hayley is an Enrolled Agent and the Continuing Education Specialist at Tax Protection Plus, the leading audit defense company in the tax industry. Based in Winston-Salem, North Carolina, and originally from a suburb of Boston, Hayley develops and teaches curriculum for tax professionals, combining her passion for education and continuous learning.
With a Bachelor's degree in Communication Studies from the University of North Carolina at Greensboro, Hayley has a strong foundation in effective communication. Previously, she worked at UNCG as a persuasive and informative speech coach, where she honed her teaching and public speaking skills. In her current role, Hayley designs targeted training programs that enhance the skills and knowledge of tax professionals.
In addition to teaching, Hayley is an accomplished writer. She contributes regularly to the NATP monthly publication and has had her work featured in several communication journals. Her transition into the tax industry was a challenging yet rewarding journey—akin to learning a new language—and she has embraced the experience as an avid language learner.
Specializing in cyber security and audit resolution, Hayley is dedicated to sharing her expertise to empower others in the industry.
Outside of her professional pursuits, she enjoys spending time at home with her two children and her faithful dog, Benji.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
EA Approved
CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
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