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PRODID://NDCP//499062
BEGIN:VEVENT
DTSTAMP:20260429T224258
VTIMEZONE:America/Chicago
DTSTART:20260708T130000Z
DTEND:20260708T163000Z
UID:499062
SUMMARY:Surgent's Navigating Your Client Through the IRS Appeals Process (NAV4)
LOCATION:Webinar
DESCRIPTION:Surgent's Navigating Your Client Through the IRS Appeals Process (NAV4)\n\n07/08/26 08:00 AM CST\n - 07/08/26 11:30 AM CST\Description:\nDespite the fact that a client’s tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating through the complex IRS Appeals.Objectives:
 Recognize how to craft the appeal protest to best effect the desired findings for your client
 Identify strategies regarding in-person, correspondence, or phone conferences with IRS Appeals
 Utilize IRS Appeals, the only level of appeal within the IRS, to avoid costly, contentious, and time-consuming court trials
 Understand how to prepare and submit a Tax Court petition
 Presenters:Debbie Phillips, M.S.T., CPAField of Study:Taxes (4)Major Topics:
 Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less
 Writing and filing a Formal Protest, including required information
 Alternative Dispute Resolution options available to clients
 Negotiation and time limitations
 Preparing and submitting a Tax Court petition to preserve a client’s rights
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Navigating Your Client Through the IRS Appeals Process (NAV4)<br /><br />07/08/26 08:00 AM CST - 07/08/26 11:30 AM CST<br />Description:<br />Despite the fact that a client’s tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating through the complex IRS Appeals.<br><br><b>Objectives:</b><br><ul>
    <li>Recognize how to craft the appeal protest to best effect the desired findings for your client</li>
    <li>Identify strategies regarding in-person, correspondence, or phone conferences with IRS Appeals</li>
    <li>Utilize IRS Appeals, the only level of appeal within the IRS, to avoid costly, contentious, and time-consuming court trials</li>
    <li>Understand how to prepare and submit a Tax Court petition</li>
</ul><br><b>Presenters:</b><br>Debbie Phillips, M.S.T., CPA<br><br><b>Field of Study:</b><br>Taxes (4)<br><br><b>Major Topics:</b><br><ul>
    <li>Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less</li>
    <li>Writing and filing a Formal Protest, including required information</li>
    <li>Alternative Dispute Resolution options available to clients</li>
    <li>Negotiation and time limitations</li>
    <li>Preparing and submitting a Tax Court petition to preserve a client&rsquo;s rights</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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