Back to Search

How to Handle an IRS Civil Audit Webinar

CPE

When
Feb. 3
9:30 - 11:30 a.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
OBDBICA2
Level
Basic
Prerequisites
None
Note
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.

Description

Do you have a plan in place if the IRS notifies your client of an audit? If not, this is the course to take. This extremely profitable area of tax accounting is one you do not want to watch walk out the door to another tax professional. You may have a client or a potential client visit your office with a letter from the IRS with a Form 4564 and a large list of information requested to be presented before an auditor. Learn how to read the notices, create a case plan and checklist and other strategies to handle the IRS auditor. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:
After attending this presentation you will be able to...
  • Begin a civil audit engagement including client onboarding, pricing, engagement letters, Power of Attorney management, and how to prepare for the initial meeting with the auditor
  • Identify what the notices and forms you will encounter mean and how to read them
  • Create a case plan and checklist of documentation, files, and other items you will need from the client.
  • Recall the strategies for handling the auditor and the client

Highlights

The major topics that will be covered in this class include:
  • Overview of what to do in the case of a client audit
  • Engagement, forms, and overall management of an IRS audit



Speaker(s)


You May Also Like

The Tax Bill is Huge! What's Next for your Client Webinar
June 20 | Webinar
The return is complete but your client has a huge tax bill! What can you do to help? Or you have a new client and they have historical IRS debt. ...
Reassess Your Success: Maximize Profitability & Productivity Webinar
May 31 | Webinar
Dawn Brolin, author of the new book, "The Designated Motivator for Accounting Professionals", leads this strategy-focused session to help you implement key changes for more productivity and profitability in your ...
Monthly Federal Tax Update - January 2023 Webinar
Jan. 9 | Webinar
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two-hour monthly program in order to stay abreast of these developments. ...