Refunding Wisely: How to Avoid Doing the Right Thing the Wrong Way
Webinar, Central Time (CT)
Earn CCB CEUs from the comfort of your desk
Learning Objectives
Understand the different statutory and regulatory provisions governing the look back period for refunds, and why “six years” is, in most cases, NOT the right answer
Identify helpful and harmful ways of phrasing refund letters, including the danger of saying “According to our lawyer”
Recognize common mistakes in interpreting NCDs and LCDs that often result in unnecessary refunds