April 19, 2024


8 Total CPE Credits


Webinar (CA): Strategies for Tax Dispute Resolution 2023

  • Instructor

    Steven Mather

Learning Objectives

• Identify strategies for handling audits, appeals and collection cases
• Recognize difficult or sensitive issues and how to defend them
• Determine how to use procedural rights to achieve better results

Major Topics

• Examination process: organization of IRS, standards for return selection; AICPA SSTS (revised), Circular 230 guidelines, amended returns and approaches to resolving examination problems
• Civil penalties, delinquency penalties, accuracy-related penalty, fraud penalty, preparer penalty, promoter and protestor penalties and foreign information return penalty regime
• Audits and administrative appeals, nature and scope; docketed v. nondocketed appeals, appeals conferences and settlement approaches
• Collection process: significance of assessment; nature of tax liens and levies, installment agreements, collection due process, offers in compromise and bankruptcy
• Tax fraud: civil tax fraud badges, criminal tax fraud violations, defenses, voluntary disclosures the role of Kovel accountant
• Judicial proceedings: Tax Court process, federal district court, Court of Federal Claims and California Superior Court

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Basic knowledge of dealing with tax authorities.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, attorneys and tax preparers.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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