Ethics: IRS Tax Advocate Service for Accountants (2 hours)

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Aug 25, 2020

Registration: 9:00 AM / Program: 9:30 AM - 11:30 AM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

The course provides a concise overview of the IRS Tax Advocate Service (TAS), an independent office within the Internal Revenue Service. The office personally assists taxpayers in resolving their problems with the agency. To qualify for this personal assistance, taxpayers must be experiencing economic harm or significant cost (including fees for professional representation), have experienced a delay of more than 30 days to resolve their tax issue, or they have not received a response or resolution to the problem by the date that was promised by the IRS. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Note: Beginning July 1, 2020, ALL active and inactive licensees are required to take an Oregon-specific ethics course to meet the CPE requirement for renewal.

Designed For

Practitioners who want to explore options for resolving client issues with the IRS.

Objectives

  • Learn about leading TAS objectives, policies, processes and outcomes.
  • Discover how practitioners can work with the TAS to resolve client issues with the IRS.
  • Highlight of how accountants can assist the TAS in identifying systemic issues within the IRS and propose remedies.

Major Subjects

  • TAS operations snapshot
  • Taxpayer Bill of Rights
  • Local Taxpayer Advocate
  • Low Income Taxpayer Clinics
  • Reports to Congress
  • Taxpayer Advocacy Panel
  • Systemic Advocacy Management System (SAMS)

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.