Tax Procedure (Completed)
Date: Wednesday, July 8, 2026
Instructor: Allison McLeod
| 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
This course provides an in-depth exploration of tax procedures, equipping professionals with the knowledge and tools to navigate complex compliance requirements. Participants will learn practical strategies for managing audits, resolving disputes, and ensuring adherence to federal and state tax regulations. Through real-world examples and actionable insights, this program empowers attendees to confidently handle procedural challenges and maintain compliance with evolving tax laws.
Who Should Attend
Ideal for CPAs, tax advisors, enrolled agents, compliance officers, and financial professionals seeking to strengthen their understanding of tax procedures. Also recommended for firm leaders and managers responsible for overseeing tax compliance and audit processes.
Topics Covered
- Selection for Audit
- Audit Process
- Revenue Agents Report (30-day letter)
- Collections
- Preparer Penalties
- Statute of Limitations
Learning Objectives
- Define the elements of negligence, the common law cause of action
- Explain what constitutes reasonable practitioner behavior with reference to practice standards and common law
- Ascertain how to avoid common pitfalls that could lead to the practitioner being sued
- Evaluate compliance requirements and implement best practices for risk mitigation
- Explain key tax procedure concepts and their application in practice
- Apply strategies to manage audits and resolve tax disputes effectively
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
