Skip to main content

Practice Before the IRS ON DEMAND

Available Until

Your Desk

2.0 Credits

Member Price $58.00

Non-Member Price $67.00

Overview

The IRS routinely processes more than 240 million tax returns each year, many of them prepared by tax professionals. Not surprisingly, as tax law becomes increasingly complex, taxpayers often seek the assistance of knowledgeable professionals to represent them with respect to tax and other matters before the IRS. However, the ability to represent a client before the IRS is, with certain exceptions, extremely limited. This course addresses the nature of practice before the IRS, identifies those permitted to engage in such practice and examines the power of attorney under which a taxpayer authorizes representation before the IRS.

Highlights

IRS practice. Representing a client before the IRS.

Prerequisites

None.

Designed For

CPAs, financial professionals, enrolled agents, and attorneys.

Objectives

Define practice before the Internal Revenue Service. Recognize the general scope of permitted enrolled agent practice responsibilities. Identify the extent of practice privileges possessed by individuals permitted to practice before the IRS. Describe the nature and function of a tax power of attorney and identify the acts that may be performed for a client under it. Understand how to withdraw from and revoke an existing tax power of attorney.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Paul Winn, Western CPE

Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.

Return to Top

Non-Member Price $67.00

Member Price $58.00