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Course Details

Avoiding Tax Practice Mistakes in IRS Collection and Examination - Part 1 (Video) (Course Id 958)

Updated / QAS / Registry / EA
Author : Stuart Sobel, Enrolled Agent (EA), Author, Radio Host, Indiana University Faculty
Status : Production
CPE Credits : 3.0
IRS Credits : 3
Price : $44.95
Passing Score : 70%
NASBA Technical: Yes
Primary Subject-Field Of Study:

Taxes - Taxes for Course Id 958

Description :

Tax practice and the resolution of tax problems with the Internal Revenue Service can be tedious and outright challenging. This course will show practitioners how to navigate through the confusing IRS system, help them save time, and enable them to avail their clients of all the rights to which they are entitled. The techniques and tools this course provides will make tax practice less “taxing.”

Major Topics:


    • Mistakes in handling IRS liens, levies, and installment agreements
    • Statutes of limitation on collection
    • Audit reconsideration after assessment
    • Innocent spouse relief
    • Offers in compromise
    • Preparing IRS financial statements for clients
    • Collection due process hearings
    • Claims for refund
    • Return selection process for examination: how to avoid unnecessary audits
    • Burden of proof : substantiation and use of oral testimony to substantiate expenses
    • Setting the scope of examination with the IRS examiner: how to determine what the IRS is looking for
    • Dealing with IRS correspondence exams
    • Partnership/S corporation/LLC audits
    • Failure to file situations
    • IRS summonses and enforcement procedures
    • Statute of limitations issues
    • Circular 230 guidelines for practice before the Internal Revenue Service
    • Tax shelters: avoiding abusive tax shelters and pre-filing notification letters

Usage Rank : 0
Release : 2018
Version : 1.0
Prerequisites : Experience in representing or advising clients before the IRS in tax compliance or controversy issues.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 02-Apr-2018
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - IRS Enrolled Agents - 958

Keywords : Taxes, Avoiding, Tax, Practice, Mistakes, IRS, Collection, Examination, Part, 1, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    • Gain a better understanding of IRS procedures
    • Understand how to avoid major mistakes in dealing with the Internal Revenue Service
    • Find out how to provide the best advice for clients
Course Contents :

Chapter 1 - Avoiding Tax Practice Mistakes in IRS Collection and Examination - Part 1


Chapter 1 Review Questions


Tax Transcript Glossary

CPE Taxes Course: https://www.cpethink.com/irs-ea-cpe-courses
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