From Filing to Finality: Navigating the IRS Statute of Limitations

20/11/2025 30 min Temporada 1 Episodio 41
From Filing to Finality: Navigating the IRS Statute of Limitations

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Episode Synopsis

In this episode, Joel Crouch and Matthew Roberts explore all things IRS statutes of limitations - the timeframes that govern how long the IRS has to assess or collect taxes, and how long taxpayers have to file refund claims. They break down the general three-year rule and dive into the many exceptions that can extend or suspend the clock, including issues involving foreign reporting, bankruptcy, and fraud. From assessment and collection to refund claims and protective filings, Joel and Matt  discuss common traps, strategic considerations, and real-world examples that illustrates how timing can make or break a tax case. Whether you're managing an examination, filing an amended return, or weighing an IRS extension request, gain practical insights to help taxpayers and practitioners navigate the ticking clock with confidence.

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