IRS Audit: What to Expect (Completed)

Date: Monday, October 14, 2019
Instructor: Dennis Mowrey
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

This class is designed to provide information on who will be representing their clients at audit time as well as people who want to learn how the IRS Audit process operates. For those who have not been through an audit recently, there are rules and expectations to be aware of, and what to communicate to those who are going through an IRS audit.

This class will discuss both corporate and individual tax audits, showing the Do’s and Don’ts and what to expect. Many people do not know that the IRS has a manual for audits and that taxpayers likewise should have the same type of manual. This class is recommended for individuals who want to assist themselves, their clients, and to be able to speak clearly about happens when the dreaded letter arrives that says you are being audited.

Who Should Attend
Individuals who want to assist themselves, their clients, and to be able to speak clearly about happens when the dreaded letter arrives that says you are being audited.

Topics Covered

  • Representing Taxpayers before IRS
  • Knowing the Examination Rules
  • Types of IRS Exams
  • Dealing with Revenue Agents
  • Information Requests (IDR's)
  • Closing Audits
  • Follow Up with Clients
  • What Triggers Exams
  • IRS Departments
  • Collection Efforts
  • Penalty Assessments
  • Legal Chain of Command
  • State/Local Audits

Learning Objectives

  • Recognize how the IRS audit process operates
  • Identify the rules and expectations to be aware of and what to communicate to those going through an IRS audit

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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