Date: October 27th, 2026

Time: 1pm ET | 12pm CT | 11am MT | 10am PT

Duration: 120 Minutes

Description:

Effective IRS representation requires more than technical tax knowledge. It requires sound judgment, strategic planning, strong negotiation skills, and the ability to manage both client expectations and government scrutiny.

This comprehensive, interactive CPE webinar equips tax professionals with practical tools to handle real-world IRS matters confidently and effectively. Participants will be guided through the lifecycle of a typical IRS representation case, beginning with the initial client interview. Attendees will learn how to ask the right questions, identify potential red flags, obtain proper authorization, and determine the most appropriate resolution strategy from the outset.

The program then examines common issues that arise during IRS representation, including audits and examination procedures, collection actions and resolution options, penalty assessments and abatement requests, responses to IRS notices, administrative appeals, and escalating enforcement concerns. Using practical examples and structured frameworks, participants will learn how to respond strategically at each stage of a case while maintaining credibility with the IRS and protecting client interests.

Topics Covered:

• IRS representation procedures and strategy.
• Initial client interviews, engagement planning, and authorization requirements.
• IRS audits and examination procedures.
• Collection actions, payment alternatives, and resolution options.
• Penalty assessments, penalty abatement, and reasonable-cause arguments.
• Responding to IRS notices and correspondence.
• Administrative appeals and dispute-resolution strategies.
• Managing escalating enforcement and collection concerns.
• Client communication, expectation management, and ethical considerations.
• Practical case examples and real-world representation strategies.

Learning Objectives:

• Explain the essential skills and traits required to serve effectively as an IRS representative.
• Analyze how to conduct a thorough initial client interview in an IRS representation matter.
• Identify common challenges and events that may arise during IRS representation cases.
• Develop effective strategies for navigating each stage of an IRS representation case.
• Apply practical knowledge and real-life examples to advocate for clients and achieve favorable outcomes.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Marc J. Dombrowski, EA

Marc J. Dombrowski, EA, is a nationally recognized tax-resolution expert, educator, and speaker with more than 30 years of experience helping individuals and businesses resolve federal and state tax problems. As an Enrolled Agent, he is licensed to represent taxpayers before the IRS in all 50 states.
Marc specializes in IRS and state collection matters, including Offers in Compromise and other IRS settlements, tax lien releases, audits, penalty abatement, and corporate officer assessments. He has lectured on advanced collection topics since 1994 and teaches at all levels of the National Tax Practice Institute (NTPI), including Level I, Level II, Level III, and graduate-level programs.