Course Overview
Are you intrigued by the idea of getting into the IRS's filing cabinet when it comes to internal documents on your clients' cases? Have you ever interviewed a client who has no idea of specific events that may (or may not) have taken place?
If the answer is yes to either question, then you must attend Daniel J. Pilla's Freedom of Information Act (FOIA) course.
Information is the key to success when dealing with the IRS. What did the IRS do, or NOT do? When did they do it? Did your client file a return or not? If so, when? Did the IRS process the case using the correct forms and procedures? If not, how will you prove it?
All these questions and more are answered only by gaining access to internal IRS records, and that is done by following precise administrative and legal procedures. This exclusive course teaches you four different ways to do exactly that.
What You'll Learn
- The legal authority for gaining access to internal IRS records
- Four unique techniques to access IRS data about your clients
- How to use critical administrative and judicial strategies to access records
- Two key ways the IRS stonewalls the release of data and how to avoid them
- When to use FOIA versus IRS Form 4506-T
- How to use Code Section 7803(e)(7) to get fast access to records
- The difference between Account Transcript data and FOIA data
- The precise procedures for submitting and appealing an FOIA request
- How to use Tax Court Rules of Practice to obtain internal documents
Career & Practical Outcomes
Don't gamble with your clients' financial future. Make sure you have every tool necessary to successfully defend your clients.
You must know what the IRS has on your client and how to counter it. This course gives you every available strategy to obtain critical internal information the IRS would not otherwise reveal.
You'll never again be left in the dark. FOIA is a powerful tool that levels the playing field in the fight for taxpayer rights.
Through this course, you'll master Dan Pilla's proven FOIA strategies and gain a significant competitive advantage over other tax professionals.
Credits & Course Information
| Recommended CPE Credit | 2.0 |
| Field of Study | Taxes |
| Prerequisites | None |
| Learning Level | Basic |
| Location | Virtual / Online |
| Delivery Method | Group Internet Based |
| NASBA Sponsor | 146439 |
| IRS Course ID | PJGWS |
| Attendance Requirement | Yes |
| Session Duration | 100 Minutes |
- Case Studies Included
- Live Q&A Session with Speaker
- PowerPoint Presentation for Reference
Who Will Benefit
- Attorneys
- Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
- Tax Professionals
- Unenrolled Tax Preparers
Speaker Profile
Daniel J. Pilla is a tax litigation consultant and one of America's leading advocates for taxpayer rights.
For more than three decades, Dan has successfully negotiated with the IRS and helped thousands of individuals and businesses resolve complex tax problems.
Regarded as one of the country's foremost experts in IRS procedures, Dan provides practical, proven solutions that both solve and prevent IRS-related issues.
Dan is the author of more than fourteen books, dozens of research reports, and hundreds of articles. His work has been featured on radio, television, newspapers, magazines, and trade publications nationwide.
His books have been recommended by respected publications including The Wall Street Journal, Money, Family Circle, and Investor's Business Daily.
The Wall Street Journal ranked his book, "The IRS Problem Solver", as the number one tax book in America.