Introduction to IRS Representation: A Guide for Tax Professionals On-Demand Webinar

Summary

This comprehensive webinar is designed specifically for tax professionals aiming to deepen their understanding of representation before the IRS. Whether you're licensed or unlicensed, this session will provide you with crucial insights into navigating post-filing issues, understanding the IRS organization and exploring the scope of tax problems that your clients may face. Through a mix of theory and practical advice, you'll gain the knowledge needed to effectively represent and advocate for your clients when dealing with the IRS.

Objectives

Upon completion of this course, you will be able to:

• Summarize what representation entails, including the roles and responsibilities of tax professionals in navigating the IRS's procedural landscape
• Outline how the IRS is organized and functions, providing a foundation for effective client representation
• Define a licensed versus an unlicensed tax professional, and outline their respective authorities to practice and how they can assist clients with post-filing issues
• Recall the common tax problems clients face, how to navigate the IRS's procedures to address these issues, and how to utilize their knowledge of IRS organization and procedures to their client's advantage

Course Details

This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.