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CSTC Academy - Appealing Decisions
Thursday, July 23, 2020, 8:30 AM - 12:00 PM PDT
Category: CSTC Academy

Thursday, July 23, 2020
8:30 AM to 12:00 PM

Topic: Appealing Decisions
Speaker: Gary Quackenbush, Esq
4 Federal Tax Law Hours
IRS: 18QC1-T-01358-20-O
CTEC: 1000-CE-4752

Course Description:
Question: What could you do if the decision the IRS just made about your client's taxes is rotten? Answer: Appeal it! There are multiple ways to "appeal" a decision that you don't like. In this class we will discuss what appeal options are available to you, and how to implement them. We will discuss how to change a bad outcome into a better and maybe even good outcome. Some of the procedures you will learn are Taxpayer Advocate, IRS appeals office, Bankruptcy Court, District Court, and even US Tax Court. You might be surprised to learn just how far you can take your client's tax appeal case.

Knowledge Level: Basic / Intermediate

Learning Objectives:

#1: You will learn just how far you can take your client's tax appeal case.

#2: You'll learn how to get your clients a "second bite at the apple"

#3: We will have fun together learning how to handle IRS assessments and the after-math in appeals.

Gary Quackenbush, Esq

Gary Quackenbush operates his Financial Solutions law practice, GQ LAW, out of the Rancho Bernardo area in San Diego, California. Since 1988 his emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as: Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc.

His estate planning practice focuses on wills, trusts, and estate administration including probate court work. His office handles civil litigation cases such as personal injury, contract disputes, property disputes, and business matters. His business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies.

Gary received his Bachelor of Science degree in business finance from Brigham Young University in 1984. He received his Juris Doctor degree from California Western School of Law in 1988. He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern, Central, and Northern Districts of California, Federal District Court in the Southern and Central districts of California, Federal District Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court.

Gary is a regular guest lecturer to tax professionals, attorneys, and volunteer organizations. He is the host of his own podcast radio show “GQ on the Law” available on iTunes, Podbean, and Stitcher Radio. Since 2010 he has been a weekly guest on the “Word on Wealth” radio program with Marty Schneider on KCBQ 1170 AM and KPRZ 1210 AM every Tuesday. He has been a guest on UTTV “The American Dream” and the “Taylor Baldwin Show” and has appeared on NBC, ABC, CBS, and KNSD TV. He is Past-President of the California Society of Tax Consultants, San Diego Chapter and currently is President of CSTC at the state level. You can contact Gary at [email protected]


Contact: [email protected] or 949-715-4192