Study Guide for 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 the text "Stand Up to the IRS."

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

Assignment: Chapter 1 <<>> Review Questions Chapter  #1: # 1-3

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

Assignment: Chapter 2 <<>> Review Questions Chapter  #2: #4-8

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

Assignment: Chapter 3 <<>> Review Questions Chapter #3: #9-22

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

Assignment: Chapter 4 <<>> Review Questions Chapter #4: #23-27

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

Assignment: Chapter 5 <<>> Review Questions Chapter #5: #28-35

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

Assignment: Chapter 6 <<>> Review Questions Chapter #6: #36-47

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 -- Settling Tax Bills for Pennies on the Dollar
• 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

Assignment: Chapter 7 <<>> Review Questions Chapter #7: #48-52

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

Assignment: Chapter 8 <<>> Review Questions Chapter #8: #53-55

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

Assignment: Chapter 9 <<>> Review Questions Chapter #9: #56-58

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?

Assignment: Chapter 10 <<>> Review Questions Chapter #10: #59-61

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

Assignment: Chapter 11 <<>> Review Questions Chapter #11: #62-65

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

Assignment: Chapter 12 <<>> Review Questions Chapter #11: #66-68

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

Assignment: Chapter 13 <<>> Review Questions Chapter #11: #69-70

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

Assignment: Chapter 14 <<>> Review Questions Chapter #11: #71

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

Assignment: Chapter 15 <<>> Review Questions Chapter #11: #72

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 – 

Assignment: Chapter 16 <<>> Review Questions Chapter #11: #73-75

The learning objectives for this lesson are to gain an understanding of:
• Common questions taxpayers may have