Don Farmer's IRS Notices Every Tax Pro Should Recognize & How to Respond (2 hours - late morning) - Webcast
Overview
This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence.
Highlights
- Overview of IRS Notice and Correspondence Processes
- Identification and Interpretation of IRS Notices
- Response Timelines and Procedural Requirements
- Response Options and Escalation Considerations
- Taxpayer Rights and Due Process
- Best Practices for Notice Management and Compliance
Designed For
CPAs and tax professionals
Objectives
- Identify common IRS notices and their purpose
- Determine appropriate response timelines and actions
- Analyze when to respond, escalate, or request abatement
- Protect taxpayer rights during IRS correspondence
- Implement best practices for managing IRS notice workflows
Leader(s):
Leader Bios
Nicholas Preusch, Don Farmer Tax Education
Nick Preusch, CPA, J.D., LL.M., MSA, has a primary focus of performing tax services relating to emerging issues and complex tax transactions. He works closely with businesses and individuals to find tax efficiencies through ever-changing tax legislation.
Nick started his career with the Internal Revenue Service (IRS) as a revenue agent, and then as an attorney at the IRS National Office in Washington, D.C., where he was the lead attorney for several significant tax ethics cases.
Nick co-authored Tax Preparer Penalties and Circular 230 Enforcement, a textbook published by Thomson Reuters. He has also been published in the AICPA's Tax Advisor and Journal of Accountancy along with CCH's Journal of Tax Practice and Procedure. In 2017, he was named one of the VSPCA's Top 5 Under 35. In 2018, he was named to CPA Practice Advisor's Top 40 Under 40. In 2018, he was part of the AICPA's New Face of Tax ad campaign. Nick has been a member of the AICPA's Tax Practice Responsibilities Committee, Tax Executive Committee and Professional Ethics Executive Committee.
(4/15/26)
Non-Member Price $109.00
Member Price $89.00