Instructor
Nick Preusch
Instructor
Nick Preusch's, CPA, JD, LLM, primary focus is performing tax services for high wealth individuals and mid-to-large business entities. His responsibilities include tax research related to complex business transactions and tax return preparation and review. Nick also works closely with businesses to find tax efficiencies through ever-changing tax legislation.
Nick is an IRS attorney at the IRS National Office in Washington, DC, where he was the lead attorney for several significant tax ethics cases. He is a licensed attorney in New York and a certified public accountant in Virginia. Nick earned an LLM in Taxation from Georgetown University, a JD from Case Western Reserve University, and an MS in Accounting from the University of Connecticut.
IRS notices arrive in many forms, and misreading one or missing its deadline can quickly limit a client’s options. This course reviews the most common and consequential IRS notices received by tax practitioners and their clients. Participants will examine how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, response deadlines, escalation options, and best practices for managing correspondence and notice workflows within a tax practice.
1. Identify common IRS notices and their purpose
2. Determine appropriate response timelines and actions
3. Analyze when to respond, escalate, or request abatement
4. Apply taxpayer rights protections during IRS correspondence
5. Use best practices to manage IRS notice workflows
• Overview of IRS notice and correspondence processes
• Identification and interpretation of IRS notices
• Response timelines and procedural requirements
• Response options and escalation considerations
• Taxpayer rights and due process
• Best practices for notice management and compliance
Working knowledge of federal tax compliance and IRS procedures.
None
CPAs and tax professionals involved in the world of tax.