IRS Practice Series: Navigate an IRS Examination
Date: Friday, September 25, 2026
Instructor: Susan Harper
| 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
The IRS examines (audits) tax returns to verify that the tax reported is correct using a variety of methods, including computer-scoring, information matching, potential abusive tax avoidance transactions, and more. The IRS conducts examinations by mail, at an IRS office (office audit) or at the taxpayer's home, place of business, or accountant's office (field audit). Learn what to expect from the examination process from beginning to end, as well as available options when you disagree with the proposed audit adjustments. Digest case studies as well.
Topics Covered
- Examination Process
- Taxpayer Rights
- Return Selection
- Examination Methods
- Disagreement to Proposed Adjustments
- Appeals Process
- U.S. Tax Court
Learning Objectives
- Understand the IRS examination process
- Explain taxpayers’ rights during the examination process
- Understand how the IRS selects returns for examination
- Recognize the examination methods
- Understand what to do if you agree or disagree with the results of the examination
- Explain a taxpayer’s appeal rights
- Identify the period allowed to petition the U.S. Tax Court
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
