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Sobel appeals

APPEALS, PENALTIES, AND INTEREST ABATEMENT

CPE Processing Fee$10.00  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaTaxes  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateJan 15, 2017  Date OfferedJan 15, 2017 
Course Description

This course offers students a unique opportunity to learn from two tax professionals as they share their expertise in a myriad of IRS practice and procedure subjects. Both Stuart Sobel and Steven Mopsick retired from high-level positions with the Internal Revenue Service. Since their retirement, they have practiced extensively in the private sector. Between them they have 90+ years of tax wisdom to share. This course focuses on the challenging subjects of IRS appeals, penalties and interest abatement. Stuart and Steven’s wisdom can help you find answers to tax dilemmas when you are dealing with appeals, penalties, and the abatement of interest.
Topics covered:
Analysis of the different types of IRS completed cases
o No change
o No liability
o Regular agreed
o Excepted agreed
o Unagreed
o Partially agree
• Hierarch of tax authority
• Types of appeals cases
• Preparing IRS protest letters
• Negotiating an appeals settlement
• IRS penalties
o Types
o Abatement and reasonable cause
o IRC Penalty Handbook
• Disclosure of questionable positions
• Abatement of IRS interest – IRC 6401

Learning Objectives

  • Understand the completed case process for IRS examinations.

  • Represent a client before the IRS appeals function.

  • Enhance knowledge of IRS penalty and interest abatement process.

  • Avoid tax practice mistakes in client representation.

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Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Stuart “Stu” Sobel combines an in-depth knowledge of taxation and nonprofits with an ability to communicate clearly. A dynamic speaker, Stu seeks to help people understand the very complex world of taxation in every day terms. And he’s just the person to do it — Stu has been in the industry for 48 years. He worked in examination and high level positions at the IRS for 30 years. Following that, Stu spent nine years as the producer and host of his own nationally syndicated radio program called Wise Choices: Taxes and Charity Today. He also ran his own tax and nonprofit consulting firm for 12 years (Stuart Sobel Consulting, Inc.). He has helped create over 2,500 nonprofit organizations worldwide. His expertise on the topic of nonprofit taxation has earned him the title “The Guru of Giving.”

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NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About Our Presenter

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The Tax Media Store is a Tax Media Marketplace featuring a large library of tax education videos and books from tax and nonprofit expert Stuart P. Sobel.