2019 Tax Forums will feature TAS seminars and the Case Resolution Program

April 26, 2019

Each year the IRS sponsors the Nationwide Tax Forums, a three-day series of tax education and networking conferences for tax professionals in cities around the country.

These events feature the latest information from the IRS, news about tax law changes, the chance to meet with software vendors and the opportunity to attend nearly 50 seminars presented by IRS employees and members of professional associations.

At this year’s Forums, TAS will present a series of seminars, oversee the Case Resolution Program and host two focus groups. This year, the TAS seminar sessions will focus on:

Advocating for Taxpayers Facing Passport Certification

If taxpayers have a seriously delinquent tax debt, the IRS may certify their debt to the Department of State. Generally, certified taxpayers cannot not be issued a new passport and may be subject to passport revocation. This session will discuss the criteria and timeline for passport certification and decertification, explaining what can exclude taxpayers from being certified and what will qualify them for decertification. It will also discuss how to advocate for taxpayers with an urgent need for a passport or an emergency situation.

Advocating for a Client Who Needs to Correct Errors on a Return or Request an Audit Reconsideration

This session will cover the requirements and procedures for submitting an amended return and remedies available for taxpayers that disagree with the results of an IRS audit. The session will also discuss the IRS Audit Reconsideration process when the taxpayer wants to reduce or eliminate an assessed tax liability resulting from an audit as well as the procedures for requesting a refund for taxpayers who have already paid the amounts assessed from an audit.

Advocating For Taxpayers – How The Taxpayer Advocate Service Can Help You and Your Clients

The Taxpayer Advocate Service (TAS) is your voice at the IRS. TAS helps individuals and businesses resolve tax problems with the IRS and recommends administrative and legislative changes to mitigate these problems. This session will provide an overview of when to come to TAS, administrative procedures to request TAS assistance, and discuss practical tips about how to work with TAS and how TAS can facilitate your interactions with the IRS. The session will also discuss TAS’s use of Operation Assistance Requests, Taxpayer Assistance Orders, and the Annual Report to Congress as tools to effectively advocate for taxpayers.  

Case Resolution Program

This year, you can once again bring your toughest unresolved IRS case (one case per tax business) to the Case Resolution Program. IRS representatives with specialized expertise will be available by appointment only to meet one-on-one with you. If we can't resolve the case onsite or it needs more research, we'll assign it to the appropriate TAS office for follow-up.

You must present a signed original or copy of your Power of Attorney (POA), IRS Form 2848, authorizing disclosure of confidential tax information when scheduling an appointment. Only the practitioners listed on the POA can enter the Case Resolution Room. For an appointment, please visit the Case Resolution table on Monday before the forum begins, from 1:00 to 6:00 p.m. local time, or go directly to the Case Resolution Room during the three-day event. You will need your Form 2848 and a completed Nationwide Tax Forum Case Data Sheet to schedule the appointment.

The Case Resolution Program can help you resolve one client's toughest tax case. The program is for client cases only. We can’t help you with any personal tax case or any case in which you have a vested interest. If you have an issue with a case of this nature, please contact the IRS or the Taxpayer Advocate Service directly.

Hope to see you at the 2019 IRS Nationwide Tax Forum!

The 2019 Tax Forum schedule:

Location Dates
National Harbor, MD (DC area) July 9-11
Chicago, IL July 23-25
New Orleans, LA August 6-8
Orlando, FL August 13-15
San Diego, CA September 17-19

For more information, visit www.irstaxforumsonline.com.