Winning Tax Controversy Strategies: IRS Audits, Collections & Appeal Made Simple

Overview

Kasey Pittman of Cherry Bekaert and Mark Gallegos of Porte Brown LLC examine the One Big Beautiful Bill Act (OBBB), outlining the policy context behind its passage and the tax provisions with the greatest practical impact. They discuss key business, individual, and estate tax changes, highlighting planning opportunities, risks, and areas of uncertainty. The session emphasizes holistic tax planning, state conformity considerations, and advisor judgment under the new law.

Highlights

• IRS divisions
• Section 6103
• Audit processes
• IRS collection actions
• IRS Independent Office of Appeals, Fast Track Appeals, and Post-Appeals Mediation

Prerequisites

Work experience in tax planning or tax compliance, or an introductory course in taxation.

Objectives

• Distinguish key IRS divisions, their roles, and taxpayer data security under Section 6103.
• Identify audit processes, respond to Information Document Requests (IDRs), and escalate issues to IRS Appeals.
• Identify IRS collection actions, prevent enforcement measures, and evaluate resolution options like installment agreements and offers in compromise.
• Recognize the functions of the IRS Independent Office of Appeals, Fast Track Appeals, and Post-Appeals Mediation to settle disputes effectively.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.