This webinar will cover fundamental issues every tax professional should know when considering handling a tax representation case. This webinar is intended to be a high-level overview of many tax representation topics – not a deep dive of any particular one.
Topics to be discussed include the different types of IRS resolution options available to our clients, the importance of tax compliance in a tax representation case, an introduction to the IRS 433 series of forms, and the importance of IRS transcripts. Furthermore, we will discuss the importance of recognizing a conflicts-of-interest in a tax representation case and how to handle them. We will continue our discussion with a review of IRS Forms 8821 and 2848. Finally, we will cover a few tips and tricks to ensure you are taking full advantage of all the resources available to your client when representing them before the IRS.
Onboarding a Tax Representation Client
Category: Federal Tax Law Topics/Federal Tax Related Matters
Delivery Method: Online
Target Audience: Enrolled Agents, Other Tax Return Preparers
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.