January 28, 2027

Live Webcast

2 CPE Credits

Don Farmer's IRS Notices Every Tax Pro Should Recognize & How to Respond

January 28, 2027
Live Webcast
2 CPE Credits

Don Farmer's IRS Notices Every Tax Pro Should Recognize & How to Respond

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    Instructor

    Nick
    Preusch

    View Bio

    Nick Preusch, CPA, JD, LLM, MSA

    Bio

    Nick joined YHB in 2020 with over 15 years of experience in the industry. Nick is a graduate of Carthage College with a BS in Accounting and Business, the University of Connecticut with an MA in Accounting, Case Western Reserve University with a JD, and Georgetown University with an LLM in taxation. Nick has also worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility.

    EXPERTISE

    Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters. He has also lectured nationally on topics such as ethics, complex tax transactions, and IRS practice and procedure.

This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence.

Learning Objectives

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. Protect taxpayer rights during IRS correspondence 5. Implement best practices for managing IRS notice workflows

Major Topics

• 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

CPE Credits Available

2 CPE Credits
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax; Taxation

Prerequisites

None

Advanced Preparation

None

Provider

Don Farmer Tax Education

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