IRS Audits and Appeals: A Practical and Technical Approach
Date: Tuesday, October 28, 2025
Instructor: Greg White
| Begin Time: |
9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
When your client receives that dreaded letter notifying that the IRS is auditing their tax return, don’t panic! Join expert Greg White, CPA, as he walks you through the audit process step-by-step, including discussions of how you can get a copy of the auditor’s workpapers. We’ll cover how to formulate succinct, successful arguments to prevail in audits, and administrative appeals.
Who Should Attend
CPAs and in public practice and tax staff in practice who want to gain a deep understanding of how to approach and resolve tax disputes.
Topics Covered
- Establishing rapport with the auditor
- IRS audit statistics, appeals statistics, and other statistics
- Preparing for the audit
- Preparing for an appeal
- Questions to ask the auditor
- Getting copies of the auditor’s workpaper file
Learning Objectives
- Recognize how to prepare for an audit
- Recognize how to draft an administrative appeal (we'll provide a sample IRS appeal)
- Identify and apply strategies involved in the appeals process
- Recognize how to reduce anxiety about the audit process
- Identify the questions you should ask the IRS about the audit
- Describe the best method to get a copy of the IRS auditor's work papers
- Recognize how to utilize the most effective method to present your case
- Understand the Tax Court petition process and why it’s usually the best place to settle a case.
Level
Intermediate
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Basic knowledge of federal tax issues.
Advance Preparation
None
