Enter your information below (exactly as the IRS has it) to register for this event. Include your PTIN number if you would like to receive continuing education credit with the IRS. CPAs & Attorneys do not need to enter a PTIN if they do not need IRS credit.

One bad decision in an IRS case can cost a client thousands of dollars, destroy appeal rights, trigger unnecessary enforcement action, or create serious professional liability concerns for the practitioner handling the matter.

In this fast-paced and practical webinar, we will examine some of the most dangerous mistakes tax preparers and representatives make while handling IRS collection, compliance, and resolution cases,  many of which occur far more often than practitioners realize.

Through real-world examples and practitioner-focused discussion, attendees will learn how seemingly small errors can quickly spiral into major case problems, including:

• Missing critical IRS deadlines and appeal rights
• Giving incorrect or incomplete advice to taxpayers
• Filing unnecessary returns that create additional liabilities
• Pursuing the wrong resolution strategy
• Mishandling IRS notices and enforcement actions
• Overlooking refund statute expiration dates (RSEDs)
• Making avoidable mistakes in Installment Agreements and Offers in Compromise
• Failing to properly investigate IRS transcripts and account issues

Whether you are newer to representation work or an experienced practitioner looking to sharpen your approach, this webinar will provide practical insights, cautionary examples, and real-world strategies you can immediately apply in your practice.

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 Live

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.