IRS representation requires far more than technical tax knowledge. It demands sound judgment, strategic planning, negotiation skills, and the ability to manage both client expectations and government scrutiny. This comprehensive and interactive CPE webinar is designed to equip tax professionals with the tools needed to handle real-world IRS matters effectively and confidently. Participants will be guided step-by-step through the lifecycle of a typical IRS representation case. The course begins with the foundational element of every successful engagement: the initial client interview. You will learn how to ask the right questions, identify potential red flags, secure proper authorization, and determine the most appropriate resolution path from the outset.
From there, the program explores the most common events that arise in representation matters, including:
IRS audits and examination procedures
Collection actions and resolution options
Penalty assessments and abatement requests
Notice responses and administrative appeals
Escalating enforcement concerns
Through practical examples and structured frameworks, attendees will learn how to respond strategically at each stage while maintaining credibility with the IRS and safeguarding client interests..
Topics Covered:
Taxes
Tax Planning
Individual Tax Matters
Business Tax Issues
IRS Representation Procedures and Strategy.
Learning Objectives
To explain the essential traits and skills required to excel as an IRS representative.
To analyze how to conduct a thorough initial client interview in IRS representation cases.
To gain insights into common challenges and events that may occur during IRS representation cases.
To discuss effective strategies for navigating through various stages of an IRS representation case.
To inspect practical knowledge and real-life examples to enhance your ability to advocate for clients and achieve successful outcomes in IRS rep situations.
Credits and Other information:
Recommended CPE credit – 2.0
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Basic
Location: Virtual/Online
Delivery method: Group Internet Based
Attendance Requirement: Yes
Session Duration: 120 minutes
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
About Our Speaker
Nick Preusch CPA, JD, LLM
Nick Preusch CPA, JD, LLM, is a tax manager with PBMares, LLP. Nick has participated in helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. Nick has also worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nick is a graduate of Carthage College with a BS in Accounting and Business, University of Connecticut with a MA in Accounting, Case Western Reserve University with a JD, and Georgetown University with an LLM in taxation. Nick specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments.
