Challenging an Assessed Tax with the IRS

** PROGRAM CONCLUDED. CLICK HERE TO WATCH THE RECORDING **

This program will explain the opportunities for practitioners to reopen assessed tax liabilities, including audit reconsideration, doubt-as-to-liability offers, amending tax returns, and challenging the assessment at a CDP hearing.  The program will explain each option and when practitioners should consider utilizing each of them.

Learning Objectives:

• Understand how to request audit reconsideration
• Identify when is it possible to use an amended return to reopen a bad assessment
• Explain how Doubt-as-to-Liability Offers work
• Understand how to utilize a CDP hearing to force a reconsideration of a tax liability
• Describe how to use refund requests to reopen a bad assessment

Winning the Innocent Spouse Case: How Innocent Does the Client Need to Be

** PROGRAM CONCLUDED. CLICK HERE TO WATCH THE RECORDING **

This program will walk practitioners through the various forms of innocent spouse relief, when each may be used, and how practitioners should go about helping their client to document their case.  The program will also review the process for appealing the denial of innocent spouse relief.  Finally, the program will review the differences between Innocent Spouse Relief and Injured Spouse, and when each should be utilized.

Learning Objectives:

• Identify the types of innocent spouse relief
• Explain the various factors considered by the IRS when deciding to grant relief
• Describe how make the request for innocent spouse relief