Mastering Tax Representation Challenges

An experienced panel of tax problem-solving professionals will walk through four client cases from start to finish. Using real-world examples, the panel will show how seasoned practitioners conduct due diligence, evaluate resolution options, implement the best strategy and help clients stay compliant going forward. Topics include relief for a client with multiple years of penalties, bringing a multi-year nonfiler back into compliance while addressing a balance due, evaluating options for a taxpayer with significant debt and limited ability to pay, and navigating an S corporation field audits. Participants will leave with practical insight into handling common and complex tax problems, including unfiled returns, IRS audits, collection agreements and penalty relief.

Objectives

Upon completion of this session, you will be able to:

• Resolve a tax problem with three key steps
• Gain clear insight into common tax problem areas
• Summarize the issues that often arise and identify solutions
• Evaluate real-world case studies, recognize IRS procedures and apply effective techniques to resolve common tax debt scenarios

CPE