Minnesota Society of Certified Public Accountants

1650 West 82nd Street, Ste 600
Bloomington MN 55431
Ph: 952-831-2707 Fax: 952-831-7875
www.mncpa.org

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Webinar

Surgent's Navigating Your Client Through the IRS Appeals Process

Wednesday, July 9, 2025
8-11:30 a.m. Central
4 CPE (4 technical) | 4 IRS CE

Course code: 25WS-0540
View pricing

Firm administrators: Please log in before starting the employee registration process.

Despite the fact that a client's tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating the complex IRS Appeals.

Major subjects

Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less
Writing and filing a Formal Protest, including required information
Alternative Dispute Resolution options available to clients
Negotiation and time limitations
Preparing and submitting a Tax Court petition to preserve a client's rights

Learning objectives

Recognize how to craft the appeal protest to best effect the desired findings for your client
Identify strategies regarding in person, correspondence, or phone conferences with IRS Appeals
Know how to utilize IRS Appeals, the only level of appeal within the IRS, to avoid costly, contentious, and time-consuming court trials
Understand how to prepare and submit a Tax Court petition

Who should take this program?

Accounting and financial professionals who wish to represent clients with a tax matter in disagreement

Pricing

Standard Member Fee	$159.00
Standard Nonmember Fee	$159.00

Our records indicate you are a nonmember. If you register, you will be charged $159.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.