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Self-Study CPE
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2020 ANNUAL FEDERAL TAX SEASON UPDATE
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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NEW YORK STATE'S USE OF THE FALSE CLAIMS ACT AS A TOOL OF TAX ENFORCEMENT
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Free cpece webinars
Introduction to Tax Resolution: IRS Personnel and Access to Information

INTRODUCTION TO TAX RESOLUTION: IRS PERSONNEL AND ACCESS TO INFORMATION

Cost Free
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00421-19-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This beginner-level class taught by the experts at 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.

Linkedin

Lawrence Lawler, CPA, EA, CTRS

ASTPS
National Director
larry@landwcpas.com
(716) 631-5111

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Larry is the National Director of the American Society of Tax Problem Solvers (ASTPS). He has represented literally thousands of taxpayers before the Internal Revenue Service and is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide. He is a dynamic and knowledgeable speaker who offers a mix of information, personality and humor in his presentations and interviews. He has become nationally recognized for his skills in solving tax problems, his marketing expertise, and exceptional practice management abilities. He has been a New York Certified Public Accountant since 1973, and is also a fellow of the National Tax Practice Institute. Larry is an active practitioner and is the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973.

Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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The American Society of Tax Problem Solvers is a national non-profit membership association that was founded in 2003 to address the need for IRS Tax Problem Resolution Training and Mentoring. ASTPS offers live technical training conferences, case support & continuing education through membership, and certification opportunities for practitioners looking to specialize in tax problem resolution.