IRS Today: New Approaches to Same Goals
The IRS has a tremendous task to serve the interests of America’s taxpayers and the interests of the Federal Government. Over the last several years, the constraints of budgets and resources has made this task more difficult. We will review the impact this has on taxpayer services, how Appeals and other IRS divisions are responding, and identify efficiency tools the IRS is using to help taxpayers resolve issues.
Participants will be able to:
- Identify impact of Budgetary and Policy Decisions on IRS
- Assess the 13 LB&I Campaigns to consider exposure for IRS examination
- Discuss changing procedures for settling cases with IRS Appeals
- Sarah McGregor, CPA, Director, Tax Services | Cherry Bekaert LLP
A Director with Cherry Bekaert, Sarah focuses on providing tax services to a variety of clients including real estate developers, owners and managers in single and tiered partnership arrangements, and multi-state and international manufacturing and sales/distribution organizations. She assists clients with tax issues of capital and financing alternatives, acquisitions and dispositions of businesses, depreciation methods, inventory methods, out-costing of development costs, and most recently, the tangible property regulations. Sarah manages federal tax consulting and compliance projects, including income tax provisions, and she provides support to others in the Firm with tax research and training.
- Tom Cryan, Managing Director, Specialty Tax Services | Cherry Bekaert LLP
A trusted tax advisor with over 35 years of experience, Tom is a Managing Director in Cherry Bekaert’s Washington, D.C., practice. He specializes in the area of tax controversy, as well as provides guidance on TEFRA partnership procedures, international information reporting, and IRS procedural matters. Tom represents clients before the IRS in pre-filing agreements, in examinations through the appeals phase and post-appeals mediation. He also helps clients understand and apply complex provisions of the Internal Revenue Code. Such provisions include the statute of limitations for deficiencies and overpayments, mitigation provisions, unified audit procedures for TEFRA partnerships, reportable transactions, accuracy-related penalties, information reporting penalties, reporting foreign financial accounts, and various other procedural statues and regulations.
Prerequisites | None
Advanced Preparation | None
Hours of CPE | 1 Hour*
Delivery Method | Webinar
Program Level | Basic
CPE Category | Taxes
*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org
Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies
Complaint Resolution Policy
Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Karen McManus at firstname.lastname@example.org or 804.673.5748 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to Cherry Bekaert LLP, 200 South 10th Street, Suite 900, Richmond, VA 23219, ATTN: Karen McManus
Record Retention Policy
Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:
- Course outline
- Course content and handouts
- Sign in sheets
- Dates and locations of training courses
- Instructor credentials
- Course evaluations
- CPE certificates stating amount of recommended CPE credit
Refund and Cancellation Policy
Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is canceled or if participants are unable to attend the rescheduled event.
Participants who must cancel their course registration 10 or more business days in advance of the event must contact Karen McManus to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.