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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Tax Preparer

Date & Time
  • event Date

    Wednesday, October 30, 2024

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    110 minutes

Credit Information

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

$197.00
CPE
ALL

This webinar will provide tax professionals with a comprehensive understanding of the available IRS alternative dispute resolution (ADR) techniques. Our astute panel of tax controversy experts will offer procedural and strategic insights into resolving disputes with the IRS efficiently and effectively through the use of ADR.

Faculty

Marcus E. Dyer
Principal, Team Leader of Tax Controversy
Withum Smith + Brown, PC

Mr. Dyer manages and reviews all aspects of federal and state tax compliance for C-corporation, S corporation and partnership returns, including consolidated C-corporation returns. He advises businesses on a wide array of tax matters including but not limited to reorganizations and employee benefits. He manages and reviews all aspects of the preparation of high net worth individual returns and conducts tax research on federal and state tax issues. He also handles tax controversies, including at the examination, appeals and collections stages.

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Michael Baillif
Senior Advisor, Independent Office of Appeals, Director, ADR Program Management Office
IRS Independent Office of Appeals

Mr. Baillif is an attorney serving as Senior Advisor in the Independent Office of Appeals. As part of that role, he is the Director of the Alternative Dispute Resolution Program Management Office, which is responsible for centralized administration and innovation of ADR throughout the IRS. Previously, Mr. Baillif worked as Technical Advisor to the National Taxpayer Advocate and specialized in a number of subject areas, including IRS Appeals, tax examinations, international income reporting obligations, and tax penalties of all sorts. He has also served a detail with the IRS Office of Professional Responsibility. With that office, Mr. Baillif conducted disciplinary proceedings and contributed to the revision of Circular 230. He has served as an adjunct professor at the Georgetown University Law Center, teaching courses on ethics and professional responsibilities, income tax accounting, and tax policy. Most recently, Mr. Baillif taught Tax Policy and Fundamentals of Taxation at the University of Baltimore Law School. Over time, he has developed a broad range of experience in the areas of tax law, compliance and risk management, professional services malpractice, conflict resolution, and litigation of various sorts.

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Description

IRS' ADR programs are underutilized despite providing cost and time-saving means to resolve tax issues. Mediation is voluntary and, as the IRS explains, "can help taxpayers resolve tax issues early and efficiently." At the same time, certain disputes are ideal for ADR and cases must meet established criteria. Tax advisers and practitioners must understand the ADR process to garner its benefits.

Listen as our panel of federal tax resolution veterans explains IRS ADR methods, including fast track mediation - collection (FTMC), fast track settlement (FTS), post-appeals mediation (PAM), and rapid appeals process (RAP).

Outline

  1. Introduction
    • Definition of ADR
    • Purpose of the seminar
  2. Understanding ADR within the context of IRS appeals and litigation
    • Background on IRS appeals
    • Background on IRS litigation
  3. General terms and concepts in IRS appeals
    • Appeals coordinated issues
    • Settlement authority
    • Ex-parte communications
  4. Tax dispute types for which ADR should be considered
    • Examination appeals
    • Collection appeals
    • Innocent spouse relief appeals
    • Offer in compromise appeals
    • Penalty assessments
  5. ADR options
    • FTMC
    • FTS
    • PAM
    • RAP
  6. Best practices in IRS ADR
    • Preparation for ADR sessions
    • Effective communication with the IRS
    • Navigating ADR appeals options
    • Ethical considerations

Benefits

The panel will cover these and other critical issues:

  • Tax dispute types for which ADR should be considered
  • Options within ADR including FTM and FTS
  • Preparing for ADR sessions
  • Effectively communicating with the IRS

NASBA Details

Learning Objectives

After completing this course you will be able to:

  • Identify the components of IRS' ADR programs
  • Determine how IRS' ADR programs can be utilized to save taxpayers time and money
  • Decide how to prepare for ADR sessions
  • Ascertain which tax disputes are ideal for mediation

  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite: Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of individual income taxation, including itemized deductions, individual income tax credits, net operating loss limitations including carrybacks and carryforwards.

Strafford Publications, 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 Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

Strafford is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).