Self-Study
2
Basic
Taxes
There are no prerequisites.

Course Description

Negotiating an IRS appeals settlement can be a daunting task. By examining a wide range of factors, including the type of cases, elements of a well-formed case, and a breakdown of the various tax authorities, Stuart Sobel carefully outlines what practitioners need to do to build the best argument for their clients. Sobel provides in-depth explanations of adjustment items and the ten most litigated tax issues. This course uses comprehensive case studies to guide the viewer through the entire appeals process from preparing a successful protest letter to making the strongest case possible.



Instructor

Stuart Sobel, EA

Stuart P. Sobel, EA, is the president of Tax Media Network, Inc. located in Carmel, Indiana. He graduated in accounting from Ohio University. For 15 years, his firm, Stuart Sobel Consulting, Inc., provided tax consulting in tax planning, business creation, tax-exempt filing, strategic planning, charitable giving, employment benefits, and tax controversy issues. He has helped to create thousands of diverse businesses and nonprofit organizations worldwide, including public charities, trade associations, and athletic organizations.

During the 30 years he worked for the IRS, Stuart held a number of positions, including revenue agent, expert witness, chief examination branch, chief review staff, and group manager. He’s one of the coauthors of the “Internal Revenue Service Examination Standards” and was loaned by the IRS to the Russian Federation for the design of its tax system after the breakup of the Soviet Union. Stuart also is the author of Preparing the New Redefined Form 990 for Nonprofit Organizations.

For 14 years, Stuart taught entrepreneurship, accounting, and tax courses as a member of the Indiana University adjunct faculty. He currently teaches tax planning and tax controversy to CPAs and other financial professionals and conducts training programs for trade associations, community foundations, government agencies, and private businesses.



Course Specifics

Taxes
Jul 17, 2016
There are no prerequisites.
SS8162566
None


Compliance Information

103220
IRS Provider #: 0MYXB IRS Course ID: 0MYXB-T-01041-16-S IRS Federal Tax Update Credits: 2
CTEC Provider #: 2071 CTEC Course ID: 2071-CE-1006 CTEC Federal Tax Update Credits: 2 Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Cite sections of the Internal Revenue Manual.
  • Recognize the most common mistakes made when preparing and arguing appeals before the IRS and how to avoid them.
  • Identify how to position your client favorably through the full range of steps in the appeals process.



Choose Your Preferred Format


Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy


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