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Dealing with an IRS Exam

This program will walk attendees through the IRS examination process, from opening letter to closing agreement. We will review the process, opportunities for practitioners to help their taxpayer obtain the best outcome possible and issues surrounding documentation. There will be a focus on priority issues for the IRS and what practitioners can expect when dealing with IRS examiners going forward.

Objectives

Upon completion of the session, the learner will be able to:

• Explain the audit process
• Identify issues surrounding client documentation
• Describe the process to challenge an auditor’s findings

Details

Eric Green, JD, LL.M. & Maha Williams

Instructor:

Level:

Intermediate

Prerequisites:

Basic knowledge of taxation and IRS collection procedures

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

0

CFP®

No

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.