IRS Notice Response Playbook: Protect Clients and Minimize Tax Penalties
From: $179.00
Date: May 15th, 2026
Time: 1pmET | 12pm CT | 11am MT | 10am PT
Duration: 120 Minutes
Description:
Most taxpayers file on time and pay what they owe but when they don’t, the IRS doesn’t wait long. A single missed payment triggers a structured collection process that can escalate quickly, leading to liens on property, wage garnishments, and asset seizures. The good news? Every one of those outcomes is avoidable if you know how to respond and when.
With IRS enforcement activity ramping up, more individuals and small businesses are turning to tax professionals for help. Understanding the IRS collection process isn’t just useful it’s essential to serving your clients effectively. In this CPE webinar, attendees will examine actual IRS Collection, Audit, and Appeal letters (redacted for demonstration), learning to recognize the agency’s internal coding language and respond with confidence.
Topics Covered:
Form 2848 and Form 8821.
IRS Notice Anatomy
Most Common IRS Notices Decoded-Notice CP14, CP40, CP49, CP71C, CP89, CP171. LT11, LT16
Decode IRS abbreviations embedded in common Collection letters
Identify the sequence and purpose of each Collection letter in the IRS process
Determine which IRS unit issues each type of letter and why.
Apply Collection letter knowledge to a client’s specific case.
Communicate clearly with clients about what the notice means and what happens next
Trace the full lifecycle of a tax debt from initial assessment through Levy, Installment Agreement, or Appeals.
Respond to IRS notices accurately, on time, and with the right documentation.
Protect clients from penalties, levies, and enforcement actions.
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
Nicholas Preusch , CPA , JD, LLM
Nick Preusch is widely considered an elite, highly credible expert for tax professional education. Because he has dual-credentialing (CPA, JD, LLM) and direct “insider” experience from the IRS, he is often booked for advanced technical sessions. Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. Nicholas has been recognized as the Top 5 Under 35 CPAs in Virginia, and is a member of the AICPA’s Tax Executive Committee. Nick’s expertise includes 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. He has used his tax expertise not only to serve his clients, but also his peers. He has also lectured nationally on topics such as ethics, complex tax transactions, and IRS practice and procedure
