Is Your Collection Case Ready for Appeal: Working with the IRS Office of Appeals

Tuesday, December 4, 2018
You have one year from airing date to use this course as credit.
2:00 PM – 3:40 PM ET
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Continuing Education

CPE Program Knowledge Level: Update
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0127
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 moderated 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, looks at how the IRS goes about collecting tax debts and the avenues available to taxpayers to appeal those collection efforts. The program will examine the organization and operation of the IRS Office of Appeals. Panelists will examine when taxpayers may seek a Collection Due Process hearing and how to go about requesting the hearing. The panel also will discuss the Collection Appeals Program, including when it is available to a taxpayer and how the taxpayer goes about appealing an IRS action under the program. Appealing other collection actions, such as rejected offers in compromise and denied penalty abatements, also will be explored.

Program Learning Objectives

1) Identify how the IRS Office of Appeals is organized and operates.

2) Identify what collection matters may be subject to a Collection Due Process Hearing and how to go about requesting such a hearing.

3) Identify how the IRS Collection Appeals Program operates and when it becomes available to taxpayers that are subject to IRS collection efforts.

4) Identify other avenues of appeal open to taxpayers who are subject to IRS collection efforts.

Program Outline

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.