How to Handle an IRS Civil Audit Webinar
Details
Pricing
PICPA Member: $79 | Nonmember: $104
More Information
Course No.
OBDBICA2
Level
Basic
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
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.
...
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
...
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.
...