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Intro to Tax Resolution: IRS Personnel & Access to Information

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Intro to Tax Resolution: IRS Personnel & Access to Information

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00476-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0476)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00476-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00476-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • 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

Testimonial

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(
    [average] => 4.4967
    [no_of_record] => 153
)
 

4.5

(153)
59%
32%
9%
0%
0%

RH

Interesting and informative.

LM

My experience was just fine.

AS

Very good solutions for problems but not sure the problems discussed in this module exist, at least for me. However referral to enQ looks interesting.

DA

I thought the training was very informative. My goal is to become certified and shift my business to IRS problem solving.

VS

Great and Informative webinar

JS

Excellent presentation. Very informative and helpful.