Study Guide - Stand Up to the IRS

The study guide is provided to guide you through the course material in a step by step format.

Course material is Stand Up to the IRS by Frederick W. Daily.  The cost of the text and free shipping is included in the price.

Prerequisite: None

Course level: Basic

Advanced preparation: None

Teaching method: Text and exam

Chapter 1.  Inside the IRS: What You Need to Know About IRS Operations

The learning objectives for this lesson are to gain an understanding of:

  • IRS Inefficiency
  • Communicating With the IRS
  • Rules of the Game -- Tax Laws
  • Interpreting the Tax Code
  • Self-Assessment of Income Taxes
  • Winning the IRS Game

Chapter 2. Filing Tax Returns: If You Haven't Filed and Other Concerns

The learning objectives for this lesson are to gain an understanding of:

  • How Long Must You Worry About Not Filing a Tax Return?
  • Consequences of Not Filing
  • It's Better to File Before the IRS Contacts You
  • What Will Happen When You File Late
  • Requesting an Extension to File
  • Filing a Return When You Can't Pay What You Owe
  • Filing a Tax Return When You Live Out of the US
  • Reducing the Chance of an Audit When Filing
  • Amending Tax Returns
  • A Word About "Aggressive" Tax Filing

Chapter 3. Winning Your Audit

The learning objectives for this lesson are to gain an understanding of:

  • How Long Do I Have to Worry About an Audit?
  • Do I Have to Learn Tax Law to Win My Audit?
  • Audit Selection -- Why Me, O Lord?
  • When the IRS Increases Your Tax Bill Without an Audit
  • Types of IRS Audits
  • How an Auditor Approaches an Examination
  • Preparing for an Audit
  • Who Should Attend the Audit?
  • How to Act at an Audit
  • Finishing Audits
  • Serious Audit Problems

Chapter 4.  Appealing Your Audit Within the IRS

The learning objectives for this lesson are to gain an understanding of:

  • Pros and Cons of Appealing an Audit
  • How to Appeal an Audit
  • How the Appeals Office Works
  • Preparing for an Appeals Hearing
  • Meeting the Appeals Officer
  • Presenting a Case to an Appeals Officer
  • Negotiating a Settlement
  • Should You Hire a Tax Professional for Your Appeal?
  • If You Don't Settle on Appeal

Chapter 5. Going to Tax Court: No Lawyer Necessary

The learning objectives for this lesson are to gain an understanding of:

  • Tax Court Facts
  • Small Tax Cases -- People's Court
  • Regular Tax Court Cases -- Over$50,000
  • Other Federal Courts -- Paying First Is Required
  • Bankruptcy Court
  • Appealing to Higher Courts

Chapter 6. When You Owe the IRS: Keeping the Tax Collector at Bay

The learning objectives for this lesson are to gain an understanding of:

  • When You Can't Pay With Your Tax Return
  • Getting Time to Pay After the Tax Bill Comes
  • IRS Tax Billing Process
  • IRS Automated Collection System
  • Revenue Officers -- Front Line Collectors of the IRS
  • Offers in Compromise
  • Using the Bankruptcy Code to Stop the IRS
  • Protecting Your Assets From the IRS
  • Suspending Collection of Your Tax Bill

Chapter 7. IRS Enforced Collection: Liens and Levies

The learning objectives for this lesson are to gain an understanding of:

  • Tax Liens
  • Tax Levies
  • Assets the IRS Can't or Won't Seize
  • Avoiding a Levy
  • Getting a Tax Levy Released
  • IRS Sales of Levied Assets

Chapter 8. The Taxpayer Advocate: A Friend at the IRS

The learning objectives for this lesson are to gain an understanding of:

  • Who Qualifies for Help From a Taxpayer Advocate?
  • Contacting the Taxpayer Advocate Service
  • Emergency Help: Taxpayer Assistance Orders

Chapter 9. Family, Friends, Heirs and the IRS

The learning objectives for this lesson are to gain an understanding of:

  • It's a Family Affair
  • Owning Property Jointly
  • Death and Taxes

Chapter 10. Fraud and Tax Crimes: Do You Really Have to Worry?

The learning objectives for this lesson are to gain an understanding of:

  • How People Cheat on Their Taxes
  • If You Are Caught Cheating
  • IRS Criminal Investigations
  • If You Are Prosecuted

Chapter 11. Small Businesses/Self-Employed: When IRS Trouble Comes

The learning objectives for this lesson are to gain an understanding of:

  • Self-Employed -- You're a Prime Audit Target
  • Employees or Independent Contractors?
  • Payroll Taxes -- IRS Dynamite
  • The Dreaded Trust Fund Recovery Penalty
  • Cash Transactions Over $10,000

Chapter 12. Penalties and Interest

The learning objectives for this lesson are to gain an understanding of:

  • Penalties Added to Tax Bills
  • Interest on Tax Bills
  • Understanding Penalty and Interest Notices
  • Reducing or Eliminating Penalties and Interest
  • Designating Voluntary Tax Payments

Chapter 13. Help Beyond the Book: Tax Professionals and Tax Information

The learning objectives for this lesson are to gain an understanding of:

  • Finding and Using a Tax Professional
  • Tax Professionals and Audits
  • Hiring a Tax Return Preparer
  • Researching Tax Questions

Chapter 14. When You Owe State Income Taxes

The learning objectives for this lesson are to gain an understanding of:

  • The IRS and State Taxing Authorities
  • Does Your State Have a Taxpayers' Bill of Rights?
  • State Time Limits to Assess and Collect Income Taxes
  • State Tax Collection Departments
  • State Tax Bills
  • When All Else Fails, Try Your Political Connections

Chapter 15. The Taxpayers' Bill of Rights

The learning objectives for this lesson are to gain an understanding of:

  • Taxpayers' Bill of Rights I
  • Taxpayers' Bill of Rights II
  • Taxpayer Bill of Rights III

Chapter 16. The 25 Most Frequently Asked Questions

The learning objectives for this lesson are to gain an understanding of:

  • Common questions taxpayers may have

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