S24-The Practical Side to a CDP Hearing

Thursday, June 27 | 3:00 pm - 5:10 pm
Track: Representation
CE Categories:
     2 hours Federal Tax Law (EA, CRTP, OTRP)
     2 hours Taxes (CPA)
     1.75 hours Taxation Law (Attorney – CA Bar MCLE)
     2 hours (CSEA/NAEA)
    CFPs: 0 hours - this session was denied by the CFP Board as being eligible for CE
SpeakerMarc Dombrowski, EA

Description: Anyone can file a Collection Due Process Hearing Request (CDP Appeal) using Form 12153, but you need to be prepared for the actual Hearing. This session reviews what you need to know before, during, and after the Appeals process. We discuss the correct terms so the client and the IRS feel you are in control of the resolution of the case.

Learning Objectives
1. Learn when to file a CDP 12153 Appeal and when you are prohibited from doing so
2. Learn the procedure of a successful CDP, how to fill in the form and properly submit the form
3. learn what actions the IRS must take to process and administer the appeal
4. Discuss how the CDP Hearing fits into the over-all case resolution
5. What really happens at the Hearing and afterwards

Learning Level

Prerequisites: None

Advanced Preparation: None