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Playing Chess With the IRS: Case Management Tools and Winning Strategies


Cost Free
Presentation Length 2.0 hours

Recorded DateJanuary 30, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Successful resolution of a taxpayer’s IRS situation requires effective communication with clients and efficient workflow processes for each stage of a case. This program will focus on key points for navigating through your client’s case, such as having a plan; rules of engagement; and knowing your arsenal of tools, rights, and options.

Attendees will receive practical how-to examples as well as completed sample forms. This course will also give you a strong overview of what options you should consider—based on the client’s situation—so you can focus on a winning strategy.

Learning Objectives:

  • Assemble effective client communication and workflow processes

  • Recognize your arsenal of tools, rights, and options for navigating client cases

  • Summarize practical how-to examples for successful resolution of a client's case

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Sarah Fields

Rosefelt Tax Law
Senior Tax Controversy Manager
(301) 656-4424 x 504

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Sarah Fields is an IRS Enrolled Agent and Tax Controversy Manager at Rosefelt Tax Law. The firm represents individuals and businesses with serious domestic and international tax and financial issues out of offices in the Washington D.C. Metro area, Florida, and throughout the United States. Sarah has extensive experience in working with IRS and State tax controversy cases daily for clients and specializes in Collection matters. Since 2008 she has worked for top attorney-CPAs in the New York metro area and earned NAEA’s prestigious NTPI Fellow designation in 2016. She holds degrees in Accounting and Engineering and has spoken on Offers-in-Compromise at the NYU Tax Forum in New York City, National Association of Enrolled Agents educational programs, various state bar associations and for CPA Academy. She often will confer with top IRS leaders on matters of the latest importance and provide feedback to them on programs. Sarah listens carefully to her client's situation, priorities, and goals, and provides a comprehensive analysis of the possible solutions for their tax matters. As a key leader of the Rosefelt Tax Law team, she provides her clients with peace of mind by outlining a manageable step-by-step resolution and following up in a caring and consistent manner. She works diligently to defend her clients from aggressive actions by the tax authorities by managing their cases in a controlled and attentive way, and always striving for the best outcome. When not working with clients, Sarah also spends time as a professional painter and textile artist.

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Daniel Rosefelt has over 20 years of experience in solving complex civil and criminal tax problems for his clients. He regularly appears before the Internal Revenue Service, the Comptroller of Maryland, District of Columbia Office of Tax & Revenue, and other state tax agencies for a variety of serious tax matters.

About Our Presenter

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