Unfiled tax returns can lead to the IRS creating a Substitute for Return (SFR), a process where the IRS determines your tax liability for you. This course equips tax professionals with the essential knowledge and strategies to navigate the SFR program, safeguarding taxpayer rights and ensuring fair tax obligations. We'll delve into best practices for assisting clients with delinquent returns and those facing IRS filing enforcement.

Presented by: Heather Posey

‍Date: August 7, 2025

‍Time: 02:00 PM EST - 03:00 PM EST

Key Learning Outcomes:

• Understand the SFR process and relevant IRS policies.
• Analyze statute of limitation issues pertinent to SFRs and unfiled returns.
• Uncover taxpayer options at every stage of the SFR process.
• Develop effective strategies for assisting nonfilers, including balance reduction and identifying potential refunds.

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