Strategies in Representing Clients Before the IRS (OnDemand Webinar)

$219.00

SKU: 408570EAU

Description

Learn best practices for the preparation and representation of your client before the IRS.This topic focuses on important strategies to keep in mind when representing clients before the Internal Revenue Service. How to properly prepare for an audit, steps to an office audit andor field audit meeting, and appropriate followup will be discussed. While tax exams are an everyday occurrence, it is important to conduct them professionally and efficiently while at the same time presenting the taxpayer’s position in the best possible way.

Date: 2021-06-22 Start Time: End Time:

Learning Objectives

Preparing for Audit
• Obtain All Copies of Correspondence From IRS
• Review of Tax Return and Supporting Documentation
• Power of Attorneys
• Transcript of Taxpayer’s Account
• Filing an Amended Tax Return
• Addressing All Areas Under Audit in a Timely Manner
• How Did It Happen?
• Discussing Controversial Issues With Taxpayer
• Keeping Taxpayer Informed

Meeting
• Office Audit
• Field Audit

Follow-up
• Determine If Additional Meetings Necessary With Agent’s Supervisor
• Gray Areas? Technical Advice Referral
• Appellate Level

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Enrolled Agents ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Dean M. Hottle, II, CPA, M.S.T.-PKF O’Connor Davies, LLP