Tuesday, July 22 | 10:30 a.m. - 12:10 p.m. | Concurrent Session
Navigating the IRS in a Changing Landscape
2 CPE for AFSP, EA, CPA, CRTP
The IRS is evolving, and tax professionals must adapt to staff shortages, shifting guidelines and procedural delays to effectively serve their clients. This session provides insider strategies for working with the IRS in its current state – minimizing roadblocks, reducing response times and ensuring compliance despite the agency’s ongoing challenges. Learn how to navigate delayed correspondence, personnel changes and evolving tax policies while maintaining efficiency and advocating for your clients.
Objectives
Upon completion of this session, you will be able to:
-
Explain the impact of staff shortages, procedural changes and new IRS initiatives affecting taxpayer interactions
-
Effectively contact the right departments, crafting effective responses and escalating issues efficiently
-
Proactively handle delayed refunds, unprocessed correspondence and lengthy response times
-
Appropriately use resources such as the Taxpayer Advocate Service, online tools and practitioner hotlines for better results
CPE information
Duration: 100 minutes
Course level: Update
Prerequisite: Basic knowledge of IRS procedures and taxpayer representation
Advanced preparation: None
Delivery method: Group Live
