Ethics: IRS Behavioral Insights for Accountants
Date/Time
5/2/2024
2:30 AM - 4:30 AM Central
2:30 AM - 4:30 AM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights -- the study of how people reflect and behave -- to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by federal tax law, itâeuro™s also shaped by social norms. As part of their mission to collect taxes and administer the Internal Revenue Code, the agency utilizes human psychology to achieve their goals. These activities include public identity (using the IRS logo, seal, and symbol), voluntary compliance (using public shaming and the âeuroœWesley Snipesâeuroť effect), trust building (using a Taxpayer Bill of Rights), and error reductions (using alerts and reminders to nudge behaviors). The session reveals how to âeuroœget into the headâeuroť of the agency and better understand the key psychological factors (individual, environmental, social) that drive leading IRS operations and decisions. The course also spotlights the leading issues and pain-points that are currently âeuroœtop of mindâeuroť for the agency and how practitioners can be more mindful in their interactions with the IRS to improve outcomes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objectives:
Highlight the corporate cognitive-culture and psychological foundations of IRS processes, policies, information products and rulingsExplore IRS communication dynamics with taxpayers and tax professionalsUse an âeuroœIRS lensâeuroť to more rationally and pragmatically interact with the agency
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
Fields of Study:
Behavioral Ethics
Major Topics:
Objectives:
Highlight the corporate cognitive-culture and psychological foundations of IRS processes, policies, information products and rulingsExplore IRS communication dynamics with taxpayers and tax professionalsUse an âeuroœIRS lensâeuroť to more rationally and pragmatically interact with the agency
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
Fields of Study:
Behavioral Ethics
Major Topics:
- Behavioral insights (BI) Primer
- How and why BI are used by the IRS
- IRS and individual decision-making
- IRS and environmental and design considerations
- IRS and social norms
- IRS “top of mind” issues
- BI and Implementation of tax reform legislation
- BI and private debt collection
- BI and online taxpayer accounts
- BI and taxpayer rights in “real” vs. “unreal” audits
- BI and the tax-exempt approval process
- BI and passport renewal and revocation
- How to use BI to more mindfully interact with the IRS to improve outcomes
Location
Webinar
Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
| 5/2/2024 |    |
Email Reminder
