Is Anyone Listening? Effectively Communicating with the IRS


Tuesday, May 16, 2023 · 2:00 – 3:40 PM ET

You have one year from airing date to use this course as credit.

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Continuing Education

CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0158
IRS/RPO Approved Program
#7ZBUJ-T-00109-23-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00109-23-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)

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 avenues of communication that exist between the IRS and tax professionals and their clients and how to best navigate those avenues to best represent client interests.

Program Learning Objectives

  1. Identify the means available for communicating with the IRS.
  2. Identify the communication tools available when filing client returns and providing effective client representation.
  3. Identify the parts of the IRS organization that deal with taxpayer issues and recent changes to that organization.
  4. Identify the specific tools that are available when dealing with taxpayer issues.

Program Outline

  • Avenues of Communication
    • Snail Mail
    • Telephone
    • Practitioner Priority Service
    • E-Mail and Internet
    • IRS Tools and Applications
    • Navigating IRS.gov

  • Filing Client Tax Returns
    • IRS Free File
    • Problems with W-2s
    • Identity Theft
    • Forms and Publications
    • Where's My Refund
    • WebPay
    • Online accounts

  • Representation
    • Tax Pro Account
    • E-Services
    • Power of Attorney versus TIA
    • Tracking Submitted Information
    • IRS Correspondence

  • Navigating the IRS Organization
    • Examination
    • Collection
    • Appeals
    • Taxpayer Advocate
    • Campus Operations
    • Organizational Restructuring

  • Other IRS Tools or Issues
    • Dealing with Liens and Levy's
    • 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 Panelist

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.

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