Are you intrigued by the idea of getting into the IRS’s filing cabinet when it comes to internal documents on your clients’ cases? Have you ever interviewed a client who has no idea of specific events that may (or may not) have taken place? If the answer is yes to either question, then you must attend Dan Pilla’s Freedom of Information Act (FOIA) course. Information is the key to success when dealing with the IRS. What did the IRS do, or NOT do? When did they do it? Did your client file a return or not? If so, when? Did the IRS process the case using the correct forms and procedures? If not, how will you prove it? All these questions and more are answered only by getting access to internal IRS records, and that is done only by following very precise administrative and legal procedures. This exclusive course shows you four different ways to do exactly that.
Participants learn:
- The legal authority for gaining access to internal IRS records
- Four unique techniques to access IRS data about your clients
- How to use critical administrative and judicial strategies to access records
- Two key ways the IRS stone-walls the release of data, and how to avoid them
- When to use the FOIA verses IRS Form 4506-T
- How to use Code section 7803(e)(7) to get fast access to records
- Understand the important difference between data gleaned from an Account Transcript and data available through the FOIA
- The precise procedures for submitting – and appealing – an FOIA request
- How to use the Tax Court’s Rules of Practice to obtain internal documents
What concrete results will you be able to achieve at work once you have attended our course?
Don’t gamble with your clients’ financial future. Make sure you have all the ammo needed to successfully defend your clients. You must know what the agency has on your client, and how to counter it. This course gives you every tool available to get critical internal information the IRS will not otherwise reveal. You’ll never again be in the dark. The FOIA is a high-powered tool that levels the playing field in the fight for taxpayers’ rights. No other course out there addresses these important strategies, and Dan Pilla’s insight and experience with taxpayer- defense is simply unmatched. Through this course you will master Dan’s proven FOIA strategies. If you’re one of the few tax pros who truly strives for excellence, this course will set you apart from the competition, giving you a distinct competitive advantage.
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
- NASBA Sponsor: 146439
- IRS Course ID: PJGWS
- Attendance Requirement: Yes
- Session Duration: 100 Minutes
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Who Will Benefit:
- Attorneys
- Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
- Tax Professionals
- Unenrolled Tax Preparers
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Speaker Profile:
Daniel J. Pilla is a tax litigation consultant, premier proponent and advocate of taxpayer rights. For over three decades, Dan has been tremendously successful in his negotiations with the IRS. Regarded as one of the country’s premiere experts in IRS procedures, Dan provides people across the country with sound solutions to their tax-related problems. He has helped countless thousands of citizens solve personal and business tax problems they thought might never be solved. Furthermore, Dan’s proven techniques can effectively prevent IRS problems before they begin.
Dan is the author of over fourteen books, dozens of research reports and hundreds of articles. Dan’s work is regularly featured on radio and television as well as in major newspapers, leading magazines and trade publications nation-wide. His books have been recommended by prominent magazines and financial publications such as the Wall Street Journal, Money, Family Circle, Investor’s Business Daily. The Wall Street Journal ranked Dan's book, “The IRS Problem Solver”, as the number one tax book in America. Dan has written or contributed to major articles for Reader’s Digest, National Review, Reason, USA Today Magazine and others.
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
- NASBA Sponsor: 146439
- IRS Course ID: PJGWS
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
We are approved to provide CPE/CE credits to Tax Professionals
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