Effectively Navigating the IRS Channels of Communication
Tuesday, May 11, 2027 · 2:00 – 3:40 PM ET
You have one year from airing date to use this course as credit.
Continuing Education
CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: Coming Soon
IRS/RPO Approved Program
IRS RPO Course #: Coming Soon
Program Content
This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page
The program, through a lively round-table discussion and real time interaction with the audience, examines the lines of communication between the IRS and tax professionals and their clients. The program will focus on the reliability and legal sufficiency of that communication. Panelists will examine how to navigate IRS.gov to obtain information for preparing returns and servicing clients and whether taxpayers and practitioners may rely on that information to protect themselves from penalties. The panel also will discuss what may cause delays in communication and how those delays may be avoided or minimized.
By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of the channels of communication that exist between the IRS and tax professionals and their clients and how to best navigate those channels to best represent client interests.
Program Learning Objectives
- Identify the means available for communicating with the IRS.
- Identify the communication tools available when filing client returns.
- Identify the communication channels open only to tax professionals.
- Identify the specific tools that are available when dealing with taxpayer issues.
Program Outline
Channels of Communication- Snail Mail
- Telephone
- Secure Messaging
- E-Mail and Internet
- Practitioner Priority Service
- Reliability and Legal Sufficiency
- IRS Tools and Applications
- Navigating IRS.gov
- IRS Free File
- Document Upload Tool
- Problems with W-2s
- Identity Theft
- Forms and Publications
- Where’s My Refund
- IRS Tax Professional Management Office
- Tax Pro Account
- Power of Attorney
- Tracking Submitted Information
- IRS Correspondence
- Dealing with Liens and Levies
- Copies of Returns
- Audit Technique Guides
- Verifying Exempt Organizations
- IRS Role in Disaster Assistance
- PTIN Registration
- Reporting Scams
Panelists
Moderator
Alan Pinck, EA
A. Pinck & Associates
Alan Pinck is an Enrolled Agent with over 30 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. You have seen Alan presenting at NTPI events, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.
IRS Panelists
Coming soon...
Industry Panelists
Coming soon...
Content Consultant
David F. Windish, J.D., LL.M
Content Consultant
David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.
Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.
Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.