Tax controversies often arise with the receipt of a collection notice from IRS or a state revenue department demanding payment. Collection cases, if not addressed timely, can lead to tax agency enforcement actions up to and including the seizure of real estate, monetary assets, wages, and other assets. Regardless of the amount at issue or the underlying reason for the tax debt, understanding the collection procedures used by both the IRS and state revenue departments is key to successfully representing a taxpayer in a collection case.

During this webinar, U.S. National Tax Resource Center approved provider James Pickett and his team will present on the following topics:

  • IRS Collection Procedure – ACS and SBSE Field Collection
  • IRS Collection Appeals and Offers in Compromise
  • State Revenue Dept Collection Cases
Watch the Recording
Webinar Replay

Weren't able to make the webinar? No problem! Click the button below to watch the recording. Use the following passcode to access the content: @&$m^!23

Tax Controversy Part 2 Zoom Recording

Please Note: CPE is not available for webinar replays.

Download the slide deck here:
Representing Clients in IRS and State Collection Cases
CPE Information

Please note: CPE is not available for webinar replays, which is the recording available after the live presentation.

Program Learning Objectives

After this webinar, you will have learned:

  • The key procedural steps taken by IRS in both ACS and Field collection cases.
  • A basic understanding of appealing unfavorable collection enforcement actions in IRS cases.
  • Understanding the difference between a doubt as to collectability vs. liability in IRS Offers in Compromise.
  • Some of the basic procedures common to state revenue departments in collection enforcement.
  • Some key takeaways for successfully representing clients undergoing tax collection issues.

Target Audience: Tax Partners, Tax Managers, Tax Staff, and Business Development Leaders 

CPE Credits:  1.0

Field(s) of Study: Taxes – Technical

Registration Fee: Free

Level:  Basic

Delivery Method: Group Internet Based

Prerequisites: CPAs and tax advisors in public practice who prepare tax returns and represent clients on IRS examinations

Advance Preparation: None

CPE Sponsor Information
CPE-logo.png

The Leading Edge Alliance, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/cpas/complaints. 
 
For information regarding refund, complaint and program cancellation policies, please contact Carla Blattenbauer at 612-249-0300 or [email protected]. 

The Leading Edge Alliance National Registry Sponsor Number: 10647

 

Tax Controversy Series Presented by the U.S. National Tax Resource Center
Webinar Series

Join us for this three-part series as U.S. National Tax Resource Center approved provider James Pickett and his team explore tax controversy issues impacting your clients.

Bennett Thrasher Tax Controversy

Practice Overview
The tax controversy team represents clients in IRS, state, and local tax disputes involving audits, collection actions, penalties, and account management issues.

Practice Focus
We specialize in working with businesses of all sizes and individuals to satisfy unresolved tax disputes with federal, state, and local jurisdictions. Some of the tax controversy areas in which we specialize include audit representation, appeals, collection resolution, penalty mitigation, and accounts management resolutions. In our fiscal year ending June 2021, we resolved 116 tax controversies saving clients approximately $4.5 million in proposed tax assessments and penalties.

Team and Additional Qualifications
The tax controversy team consists of four professionals and two administrative support staff. Two of the professionals are tax attorneys; one with over twenty-five years of experience including employment early in his career as a tax policy lawyer with the Georgia Dept. of Revenue. The other attorney has several years of experience focusing primarily on SALT controversy resolutions and also holds an LLM in state and local tax. The team’s Director, a CPA, is a retired IRS manager who brings an IRS insider’s perspective to resolving IRS controversies. The team also has an Enrolled Agent with over a decade of tax experience including significant experience in handling both IRS and SALT controversy matters. Team members are also very active in speaking to audiences of tax professionals, business owners, and executives about emerging tax controversy matters.

James Pickett

James Pickett

Director, Bennett Thrasher

 

Return to listing