Webinar: IRS Appeals Basics by ALFi

This course offers tax practitioners insight into navigating the IRS Independent Office of Appeals.

First Name*

Last Name*

Your Email*

State*

Company*

Job title*

What type of credit do you want to earn? *

Presenter

Zachary Lyda

Zachary Lyda is an Associate at Frost Law. Prior to Frost Law, Zachary was a student attorney with the University of Maryland Law School’s Low Income Taxpayer Clinic. He served as a supervisor to new clinic students in his second semester of clinic.

He has contributed to many different industries. He formerly was a judicial intern to the Office of Special Masters for the U.S. Court of Federal Claims. He also served as a correctional officer for the Charles County Sheriff's Office. He additionally worked for four years as a pharmacy technician for CVS including having the opportunity to provide COVID testing for the White House.

About

Program Field of Study: Taxes/Federal Tax Related Measures
Program Level: Beginner/Intermediate
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None

Explore ways to challenge tax and penalty assessments, collections, and disallowed refund claims. This presentation will also discuss IRS procedures, statutory requirements, and potential other alternative dispute resolution options.

Agenda

Learn how to draft a persuasive formal administrative protest that satisfies IRS procedural requirements
Discuss how to apply tactical strategies for navigating each stage of the IRS Appeals process
Identify and implement the presentation methods best suited to strengthening a client's position before Appeals
Analyze the hazards of litigation and leverage that assessment to drive favorable settlement discussions
Compare alternative dispute resolution options, including the Rapid Appeals Process and Post-Appeals Mediation, and determine when each is appropriate