Detailed Workshop on IRS Audit, Representation, Resolution

  • Accountant
  • AFSP
  • CRTP
  • CFE
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

In the past, it was difficult to get into tax resolution. You pretty much had to be an expert on the intimidatingly thick IRS manual. However, now that tax resolution services are growing in popularity, there are tons of resources available that make breaking into the business easier than ever. Tax resolution includes many services and goes by different names (IRS representation, tax relief, tax problem recovery, tax resolution, tax controversy) but in summary, tax resolution is a service in which you help a client resolve their open debt with the IRS in a way that minimizes the debt as much as possible.

The IRS issues over 220 million notices each year to taxpayers. The IRS also asserts millions of dollars of penalties against taxpayers daily. Many of those penalties are abated due to quality representation.If a tax client receives an IRS notice, they expect their tax professional to be able to work effectively with the IRS to identify and resolve their issue. Penalties from the IRS come in all shapes and sizes. There are over a thousand different types of IRS notices – but fortunately, most taxpayers receive many of the same types of notices that require action. This webinar will help you to serve better to your client.

Session 1 - THE STRUCTURE AND ORGANIZATION OF THE IRS

IRS is on a mission to provide America's taxpayers top-quality service by helping them understand and meet their tax responsibilities and enforce the law with integrity and fairness to all. However, it is important to know its structure and organization for the practitioners who support in this mission. This is a very important webinar that introduces to you IRS as a formidable structure and organization to achieve this mission. 

This session will discuss the 5 main departments of the IRS by their respective functions. 

This Online CPE Webinar covers following Key Topics in Session 1: 

  • An in-depth look at each department including the purpose of each division
  • What types of cases end up in that department
  • Personnel that you’ll encounter
  • A look at some best practices for not only dealing with the IRS overall but for each specific division

This will be a valuable Online Webinar for the new CPAs, EAs, and Tax practitioners who are starting their careers to clarify their path ahead.


Session 2 - HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)

In this webinar, the presenter will provide an overview of the IRS administrative appeal process. The IRS appeals process also can provide a more beneficial and cost-effective means of resolving an adverse audit finding. Because appeals officers must consider the "hazards of litigation" when reviewing a taxpayer's appeal, taxpayers often have a greater chance at achieving a favorable settlement in an IRS appeal due to the appeals officer's mandate to consider the assessment's defensibility in court.

This session will give you a walkthrough of the process from filing a tax return to the IRS audit, IRS Appeals, Collections, and litigation at courts of original jurisdiction.  We will also discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches.

Session 3- HOW TO ANALYZE YOUR CLIENT’S TAX SITUATION COURSE INFORMATION

This session will provide you the guideline to solve the majority of tax problem resolutions. Before you directly jump in and start solving cases it's important to have a clear understanding of the client’s tax and financial situation so that you are able to recommend the best resolution. 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. 

This session will cover the following 4 steps : 

  • Basic Analysis
  • The possible resolutions that might follow
  • What you’ll need from your client to complete the analysis.
  • What you'll need from the IRS to complete the analysis.


This Online CPE Webinar covers following Key Topics in Session 3:

  • Know the basics of Analysis.
  • How to meet with the client to talk about their tax problems.
  • How to use a Form 2848? What to do with Power of Attorney?
  • Understand the financial analysis and different parts of financial.
  • Learn different types of IRS Transcripts.
  • Know different ways to get an IRS Transcript / Compliance Check.
  • How to create your e-Services Account.
  • Know how the financial analysis reviewed.


Session 4- IRS AUDIT PROCESS & DEFENSE PRESENTATION

The Internal Revenue Service is increasing the number of individuals that will be selected for an audit this year and into the foreseeable future. IRS audits create anxiety and stress for both taxpayers and practitioners.

When dealing with the IRS, it’s not enough to be technically proficient and up-to-date on tax laws, regulations, rulings, and court decisions. The IRS has had to change its approach to auditing due to budget cuts and retirements. Examinations of individuals, small businesses, and large corporations are more focused on high-risk issues. As a result, tax and financial professionals need to understand the impact of the IRS shift in strategy and be prepared to effectively manage an IRS audit.

This Online CPE Webinar covers following Key Topics in Session 4: 

  • Overview of IRS Audits
  • How the IRS Conducts an Audit 
  • Audit Outcomes
  • Taxpayer Right’s During an Audit
  • Information Document Request (IDR)
  • Examining Internal Controls
  • Audit Reconsideration
  • Audit Appeal


Session 5- THE IRS OFFER IN COMPROMISE PROGRAM

An offer in compromise (OIC) is an application to settle an IRS tax liability for less than the full amount of tax and penalties that are due for a period or periods.

This CPE/CE Webinar provides a rapid-fire overview of the Offer in Compromise program for tax professionals representing taxpayers with unpaid federal tax obligations and discusses the pros and cons of the Offer program, And briefly cover IRS rules for processing Offer applications, how the Offer investigation process works, and some helpful tips for writing better Offers. The purpose of the Offer in Compromise Program, types of Offers in Compromise, Offer Qualifications and Financial Analysis, how the IRS processes Offers, and potential outcomes.

This session will discuss the IRS’ Offer in Compromise program. We will be covering the program’s objectives and what’s new with the Offer program. We will also briefly discuss the Offer in Compromise Pre-Qualifier Tool. An offer in compromise (OIC) is an application to settle an IRS tax liability for less than the full amount of tax and penalties that are due for a period or periods.

This Online CPE Webinar covers following Key Topics in Session 5: 

  • Know the IRS offer in compromise program
  • Learn how the OIC program works
  • What makes these offers acceptable (DATC)?
  • Learn effective tax administration
  • Clear your doubts as to liability offers


Session 6- INNOCENT SPOUSE RELIEF

Innocent Spouse Relief is an application (Form 8857) by an “innocent” spouse for relief from the tax liabilities of the other spouse that arise as a result of filing a joint federal income tax return. Innocent spouse relief has been around for a long time, but in 2013 the IRS issued Rev. Proc. 2013-34, an extremely sophisticated and detailed procedure for applying for relief in a variety of circumstances, including circumstances where there has been coercion, intimidation, or abuse.

Many married taxpayers choose to file a joint tax return because of certain benefits this filing status allows them. When filing jointly, both taxpayers are jointly and severally liable for the tax and any additions to tax, interest, or penalties that arise from the joint return even if they later divorce. Joint and several liabilities mean that each taxpayer is legally responsible for the entire liability. Thus, both spouses on a married filing jointly return are generally held responsible for all the tax due even if one spouse earned all the income or claimed improper deductions or credits. In some cases, however, a spouse can get relief from being jointly and severally liable.

This Online CPE Webinar covers following Key Topics in Session 6:  

  • Various types of Relief
  • Claiming Innocent Spouse Relief
  • Disqualifying Situations
  • Innocent Spouse Relief
  • Common Issues With Time Limit
  • Separation of Liability Relief
  • Equitable Relief


Session 7 - IRS PENALTIES, ABATEMENT'S, AND REASONABLE CAUSE

Save your clients money on IRS penalties! There are many types of penalties the IRS can impose on taxpayers: failure-to-file, failure-to-pay, failure-to-deposit, estimated tax and accuracy-related are some of the most common ones. But the full list includes many more. Join us as we sift through IRS penalty types and explore ways for you to provide excellent representation for your clients with IRS penalty issues.

This session will identify the most common, actionable IRS notices, and the solutions available to resolve the tax problems related to the notice. In this webinar, participants will learn about the most common penalties that can be assessed against a taxpayer as well as how to abate them, including First-Time Abatement, Reasonable Cause, and Form 843: Claim for Refund and Request for Abatement. This webinar will explain the many types of notices issued by the IRS, including how to appropriately respond to each, how to properly request abatement of penalties charged, current IRS responses to abatement requests and focus on how to reduce or remove these penalties.

This session guides you through what to expect during the IRS penalty process and reveal specific how-to methods using relevant court cases and Internal Revenue Manual (IRM) guidelines.

This Online CPE Webinar covers following Key Topics in Session 8: 

  • Different types of IRS Penalties
  • "First Time Abatement (FTA)"
  • What is Reasonable Cause?
  • How to Write a Reasonable Cause Letter
  • Know the process of Penalty Abatement


This session is useful for any proactive, current or prospective, Circular 230 practitioner that understands the IRS is ramping up the "close the tax gap". Tax practitioners who want to protect their existing clients from IRS' predatory collections action and grow their business into this rapidly expanding market.

This Online CPE Webinar will help to the tax practitioners at all levels regardless of tax practice and Business Owners.

Learning Objectives

  • To learn how to apply the soft skills needed when interfacing with the IRS audit team to achieve the best possible result.
  • To Identify the four parts of an analysis and have an in-depth understanding.
  • To Recall the different types of IRS transcripts.
  • To identify the questions you should ask the IRS about the audit
  • To determine the best method to get a copy of the IRS auditor's work papers

Who Should Attend?

  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 8 CE Credit of Taxes for Annual Filing Season Program (AFSP)
  • 8 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0276)
  • 8 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 8 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00267-20-O)
  • 8 CPE Credit for Certified Fraud Examiner (CFE)
  • 8 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00267-20-O)
  • 8 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00267-20-O)
  • 8 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 8 CE Credit for Certified Wealth Strategist (CWS)
  • 8 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    8
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    Knowledge Of Tax Return FIlling
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) 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.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Venar Ayar, JD

Principal, Ayar Law

Venar Ayar is the principal and founder of Ayar Law and focuses his legal practice on IRS and Michigan tax resolution for both businesses and individuals. He has personally handled a multitude of cases including defending tax audits, negotiating favorable settlements for back taxes, setting up tax payment plans, arranging release of tax liens and levies, defending criminal tax fraud cases and advising those with foreign bank accounts who have not complied with reporting requirements. He represents clients with multi-million dollar assets at stake as well as those with only thousands in assets.

Born and raised in metro Detroit, Michigan, Venar returned to open a tax problem resolution practice when he saw the alarming number of taxpayers struggling due to the downturn in the local economy. He saw there were few qualified and ethical Michigan tax resolution lawyers, but an abundance of scam artists who were taking advantage of taxpayers who needed help.

Prior to opening his Michigan practice, Venar was a tax attorney at RJS Law, southern California’s largest tax law firm. Before working there, Venar worked for several years in metro Detroit as a busy and successful solo tax law practitioner.

In addition to years of experience practicing as a Michigan tax attorney, Venar has owned or operated several small businesses, including an accounting and tax preparation business, supermarkets and a hotel. His business background gives him a solid understanding of the challenges facing small businesses today.

About Company

Ayar Law

ayarlaw.com/

Venar is an award-winning tax attorney ranked as a Top Lawyer in the field of Tax Law. Mr. Ayar has a Master of Laws in Taxation – the highest degree available in tax, held by only a small number of the country’s attorneys. Venar Ayar and his firm are truly competent and ethical Tax Lawyers who will vigorously defend taxpayer rights. We know how to…

  • Protect your bank accounts and property
  • Stop the IRS from harassing you
  • Negotiate settlements for a fraction of the amount

Tax Law is all we do, and we know how things actually work at the IRS. We can favorably resolve your Federal or State, personal or business tax problems – anything from unfiled tax returns to foreign bank account issues.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.7

28 Ratings

Excellent

21

Very Good

6

Average

1

Poor

0

Terrible

0

RS

Rayna Schrick, Accountant, EA, CPA/PFS

Dec 9th, 2020

I really enjoyed this class. I’ve been wanting to go into more auditing & OIC’s. He explained these very well. I am less intimidated by them because of this class. This is the best class I’ve taken this year!

RT

Rosemary Trujillo

Dec 17th, 2020

The webinar reinforced what I have learned and experienced. I also learned better techniques for handling issues when clients receive IRS letters.

JF

James Faranda

Dec 17th, 2020

Loved the real world tips, not just reading the book!

EL

Emmanuel Lao, Accountant, EA

Dec 9th, 2020

YOU'RE THE BEST!

PW

Paula Winik, CPA (US)

Dec 9th, 2020

Excellent class

Detailed Workshop on IRS Audit, Representation, Resolution

PREMIUM

8 Credits

Subject Area

Taxes

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