[Webinar #5]

IRS Personnel & Access to Information

Thursday, May 6th | 12pm-1pm Eastern

This beginner-level class taught by Larry Lawler 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 training 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.

Learning Objectives:

  • Learn about key reference sources.
  • Understand the differences between and the functions of Revenue Officers, Revenue Agents, and Offer Examiners.
  • Best practices on how to access your client’s information from the IRS.
  • Understand how and when to use form 2848 and form 8821.
  • Critical questions to ask the client when you agree to take their case.

Participants will earn: 1.0 CPE/CE credit

Field of Study: Taxation

Price: FREE

Presented by: Lawrence Lawler, CPA, EA, CTRS

Larry has worked and consulted on literally thousands of IRS tax resolution cases during his nearly 50 year career. He is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide. He has been a NY CPA since 1973 and is the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973.








 




Additional Information:

Prerequisites: None

Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.

Advance preparation: None

Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.

Delivery Method: Group Internet Based

For more information regarding program concerns, or cancellation
policies, please contact our offices at (716) 630-1650 or send an email to info@astps.org.

The American Society of Tax Problem Solvers 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.

The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.