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Trust Fund Recovery Penalty And Request For Refund

ID: 61015
Tuesday July 23, 2024 9:00AM - 10:00AM
Topics: Tax
NON-MEMBERS$68.75
MEMBERS$55.00
YOUR PRICE$68.75

You are likely familiar with the Trust Fund Recovery Penalty or TFRP, BUT - aside from appealing the proposed assessment, did you know that you can make a request to remove the TFRP by making an administrative request on Form 843 (Claim for Refund and Request for Abatement)? This program will provide an overview of the Trust Fund Recovery Penalty with an emphasis on evidence gathering and using Form 843 to prevail on the IRS as to why they should accept your request for refund, effectively undoing the TFRP. This will include what to request in a FOIA, what criteria need to be met for refund, analyzing the IRS' TFRP file, and reconciling requirements in the IRM. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

  • Learning about the Trust Fund Recovery Penalty (TFRP).
  • Understanding pre-843 requirements when making a request for refund.
  • Employing an effective strategy for removing the Trust Fund Recovery Penalty (TFRP) using IRS internal records.
  • Appealing a rejected Form 843.
  • Live case examples for making a request for refund using Form 843.
Who will benefit: EA's, CPA's, attorneys, and anyone Interested in learning more about IRS representation and tax problem solving.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.