Seminar Description

IRS Tax Controversy Case Management Rules & Tools: Winning Strategies for Playing Chess with the IRS

How to successfully resolve your client's IRS situation
Instructor: Sarah A. Fields, EA, NTPI Fellow
Location: Via Zoom
PACLE: 2.0
NJCLE: 2.4
CPE:
Time: 4:30 PM
Date: February 10, 2022
Fees:  

IRS Tax Controversy Case Management Rules & Tools: Winning Strategies for Playing Chess with the IRS:  Successful resolution of a taxpayer’s IRS situation requires effective communication with clients and efficient workflow processes for each stage of a case.  This program will focus on key points for navigating your representation of your client.  Key points include: 1) Having a Plan;  2) Rules of Engagement;  3) Know Your Arsenal of Tools, Rights and Options. 

 

Included are practical how-to’s as well as completed sample forms.  This course will give you a strong overview of what options you should consider, based upon your client’s situation, so you can focus on a winning strategy.