Course Description
This beginner-level live online webinar taught by Lawrence Lawler, CPA, EA, CTRS from 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 continuing education (CE) course 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.
This online CPE webinar
covers following key topics:
- Understanding the job functions of Revenue Officers, Revenue Agents, and Offer Examiners
- How to access your client’s information from the IRS
- How and when to use form 2848 and form 8821.
Learning Objectives
- To summarize the key tax resolution reference sources.
- To examine the differences between and the functions of Revenue Officers, Revenue Agents, and Offer Examiners.
- To discuss best practices on how to access your client’s information from the IRS.
- To discuss how and when to use form 2848 and form 8821.
- To summarize critical questions to ask the client when you agree to take their case.
Recommended For
- This CE webinar is recommended for EAs, Tax Attorneys, CPAs and other tax professionals who represent their clients before the IRS
Who Should Attend?
- Accountant
- Accounting Firm
- Accounting Managers
- Bookkeepers & Accountants & Tax Preparers
- Certified Public Accountant (CPA)
- CPA (Industry)
- CPA - Mid Size Firm
- CPA - Small Firm
- Senior Accountant
- Staff of Accounting Firm
- Tax Accountant (Industry)
- Tax Attorney
- Tax Director (Industry)
- Tax Firm
- Tax Managers
- Tax Practitioners
- Tax Preparer
- Tax Professionals
- Tax Pros
- Trust & Estate Tax Professional
- Young CPA
