Program Details
2025-09-18 13:00:00
Over 1,000+ webinars
Course Overview
2025-09-18 13:00:00
1h CLE Credits
Intermediate
1
1:00 pm - 1:15 pm ESTThis session introduces the IRS Independent Office of Appeals and explains its role in reviewing taxpayer disputes. Participants will learn about Collection Due Process hearings, Equivalent Hearings, and the Collection Appeals Program, including the critical deadlines and procedural requirements for each pathway.
Eric L. Green. 1:15 pm - 1:30 pm ESTExplore why tax compliance is a prerequisite for collection appeals eligibility. This session covers the six-year filing rule under Policy Statement 5-133, payment compliance requirements for self-employed individuals, and practical strategies to demonstrate compliance to appeals officers.
Eric L. Green. 1:30 pm - 1:45 pm ESTLearn the various routes cases take to reach appeals, from examination through the 30-day letter process to collection through final notices of intent to levy. This session details the collection process sequence, statutory deadlines, and critical filing considerations including documentation best practices.
Eric L. Green. 1:45 pm - 2:00 pm ESTDiscover how to strategically choose between CDP hearings, Equivalent Hearings, and CAP appeals based on your client’s circumstances. This session also covers Fast-Track Mediation as an alternative dispute resolution option and the powerful qualified offer strategy under Code Section 7430.
Eric L. Green.Eric L. Green is the managing partner and co-founder of Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York, and the founder of Tax Rep LLC and the Tax Rep Network — the country’s leading training and coaching program for tax representation practitioners. His practice focuses on civil and criminal taxpayer representation before the IRS, the DOJ Tax Division, and state departments of revenue. Eric is a nationally renowned tax expert who has lectured to more than 70,000 practitioners, is a Fellow of the American College of Tax Counsel, a past Chair of the Connecticut Bar Association’s Tax Section, and the host of the weekly Tax Rep Network podcast. He holds a B.B.A. in Accounting from Hofstra University, a J.D. (Honors) from New England School of Law, and an LL.M. in Taxation from Boston University School of Law. Prior to practicing law, he was a senior tax consultant at KPMG and Deloitte & Touche.
Eric L. Green is the managing partner and co-founder of Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York, and the founder of Tax Rep LLC and the Tax Rep Network — the country’s leading training and coaching program for tax representation practitioners. His practice focuses on civil and criminal taxpayer representation before the IRS, the DOJ Tax Division, and state departments of revenue. Eric is a nationally renowned tax expert who has lectured to more than 70,000 practitioners, is a Fellow of the American College of Tax Counsel, a past Chair of the Connecticut Bar Association’s Tax Section, and the host of the weekly Tax Rep Network podcast. He holds a B.B.A. in Accounting from Hofstra University, a J.D. (Honors) from New England School of Law, and an LL.M. in Taxation from Boston University School of Law. Prior to practicing law, he was a senior tax consultant at KPMG and Deloitte & Touche.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
