IRS Tax Problem Solving Fundamentals
Includes a Live Event on 09/25/2020 at 2:00 PM (EDT)
Most IRS tax problems are solved by working directly with an IRS central campus or a local office. In this webinar, you will learn how tax professionals can effectively and efficiently work with the IRS to resolve client tax problems. We will cover essential IRS practice elements such as obtaining information from the IRS, representation requirements (including Circular 230), and the tax problems solutions that you will use the most for the 5 categories of tax problems.
After this webinar you will be able to:
- Recognize the five primary tax problem categories and often used solutions to tax problems
- Describe your responsibilities in representing a taxpayer before the IRS
- Identify how to file and manage authorizations to represent your client
- Recognize how to obtain information form the IRS, including a complete compliance history from the IRS' perspective
- Recognize how to utilize the different types of IRS transcripts to resolve your client's tax issue
- Recognize how to utilize practice tips to get the best outcome for your client with a tax problem
IRS CE: 1 Hours/Federal Tax Law
NASBA CE: 1 Hours/Federal Tax Law
CTEC CE: 1 Hours/Federal Tax Law
NSA ConnectED Webinar CPE Bonanza
Program Level: Basic
Advance Preparation: None
Delivery Method: Group-Internet Based
No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.
NSA is approced by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.
Jim Buttonow, CPA, CITP
Jim Buttonow, CPA, CITP, has been a leader in helping taxpayers and tax professionals resolve tax problems with the IRS. Jim currently authors CCH’s Tax Problems and Solutions Handbook, a publication aimed at helping tax pros work more effectively in post-filing matters and resolving their clients’ most common tax problems. For 19 years, Jim worked at the IRS in various compliance enforcement positions. Since 2006, Jim has been in private practice and tax and accounting software development. Jim consulting practice focuses on the areas of tax controversy and tax administration. Jim led product development and marketing for a successful software company that developed tax problem software for tax professionals. Jim served as chairperson of the IRS Electronic Tax Administration Advisory Committee (ETAAC) in 2015 and 2016 during which ETAAC played a central role in promoting the IRS digital strategy to develop transformative technology solutions to systemic challenges in tax administration. Jim currently serves as the North Carolina representative on the IRS’ Taxpayer Advocacy Panel (TAP). Jim regularly speaks on areas of tax administration and problem solving to national associations and has testified before Congress in areas of tax administration. He has also published many articles in industry publications. In his articles, Jim focuses on delivering practical insights, advocating for IRS transparency and efficiency, and proposing innovative large-scale solutions for taxpayers and tax professionals.