Tax Update: Communicating with a Newly Funded Internal Revenue Service

Amanda Coon - Plante Moran
Sadie Mayle - Plante Moran
Katie Thornton - Plante Moran

The IRS has fresh funding and is inundating institutions with notices, penalties, and examinations. Our tax professionals will walk through best practices around minimizing risk of being chosen and how to get organized if an exam cannot be avoided. Walk-through real-world examples and case studies from recently concluded IRS examinations of exempt organizations. Learn tips and tricks that will make communicating with IRS call center agents less frustrating and be more effective & productive.

Learning Objectives

  1. Understand what the IRS is focused on and how institutions can avoid being a red flag
  2. Be able to identify IRS notices that cannot be ignored and how to respond to federal, state and AG communication
  3. Understanding the impact of requiring electronic filing requirements for informational forms

CPE Available

  • 1 Credit: Taxes