Navigating IRS Correspondence: Responding to IRS Letters
Navigating IRS Correspondence: Responding to IRS Letters
CPE Credit:
2
Overview
Description:
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Taxes (2.0 CPE)
Instructor
Instructor:
Mary Jane Hourani, MM, EA, NTPI Fellow
Additional Details
Who should attend:
CPAs, EA, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting clients with IRS tax resolution
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this course include:
- Types of IRS letters: General notices, audits, collections, return requests, and errors.
- Deadlines for responding to IRS correspondence.
- Communication best practices for dealing with the IRS.
- Avoiding escalation and penalties through proactive responses.
- Ensuring compliance when addressing IRS correspondence.
- Real-world examples of successful IRS communications.
- Common pitfalls in handling IRS letters and how to avoid them.
- Strategies for advising clients on IRS correspondence.
Learning Objectives:
After attending this presentation, you will be able to…
- Identify and interpret the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices.
- Recall IRS deadlines and the importance of timely and accurate responses.
- Apply effective communication strategies when corresponding with the IRS.
- Proactively address IRS concerns to avoid escalation and penalties.
- Ensure compliance with IRS requirements when responding to correspondence.
- Assess common issues that arise from IRS letters and develop resolution strategies.
- Advise clients on their rights and responsibilities when dealing with IRS correspondence.
- Implement documentation and tracking practices to manage IRS responses effectively.
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Hourani & Associates Inc
Format:
Group-Internet-Based
Course Code:
HIMHRIL2
Our Partners
NASBA Sponsor
Navigating IRS Correspondence: Responding to IRS Letters
Course Code:
HIMHRIL2
Program Level:
Intermediate
Description:
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:
The major topics that will be covered in this course include:
- Types of IRS letters: General notices, audits, collections, return requests, and errors.
- Deadlines for responding to IRS correspondence.
- Communication best practices for dealing with the IRS.
- Avoiding escalation and penalties through proactive responses.
- Ensuring compliance when addressing IRS correspondence.
- Real-world examples of successful IRS communications.
- Common pitfalls in handling IRS letters and how to avoid them.
- Strategies for advising clients on IRS correspondence.
Learning Objectives:
After attending this presentation, you will be able to…
- Identify and interpret the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices.
- Recall IRS deadlines and the importance of timely and accurate responses.
- Apply effective communication strategies when corresponding with the IRS.
- Proactively address IRS concerns to avoid escalation and penalties.
- Ensure compliance with IRS requirements when responding to correspondence.
- Assess common issues that arise from IRS letters and develop resolution strategies.
- Advise clients on their rights and responsibilities when dealing with IRS correspondence.
- Implement documentation and tracking practices to manage IRS responses effectively.
Who should attend:
CPAs, EA, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting clients with IRS tax resolution
Developed By:
Hourani & Associates Inc
Instructor:
Mary Jane Hourani, MM, EA, NTPI Fellow
CPE Credit:
2
Field of Study:
Taxes (2.0 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 6/2/2025 @ 9:00 AM
- 7/8/2025 @ 9:30 AM
- 8/5/2025 @ 11:30 AM
- 9/9/2025 @ 1:00 PM
- 10/20/2025 @ 12:00 PM
- 11/20/2025 @ 11:00 AM
- 12/15/2025 @ 9:30 AM
- 1/8/2026 @ 2:00 PM
- 2/16/2026 @ 11:30 AM
- 3/2/2026 @ 11:30 AM
- 4/10/2026 @ 11:30 AM
All times are Eastern Time Zone
