This is a 4-hour live video conference (4 CPE credits) led by David M. Klemm, Esq., MST, CPA, who has been a practicing tax attorney for over 27 years.
Topics include the technical and practical aspects of representing a client on examination including audits under the Service’s MSSP Program and by LB&I; the taxpayer’s objectives in the audit process, tactics in dealing with an examining agent, and strategies for closing the case; technical considerations in handling a case including the burden of proof, applicable statute of limitations, and statutory interest; penalties to avoid in the audit process including the 20% taxpayer accuracy-related penalty, preparer penalties, and violations of Circular 230; how to negotiate a settlement at the agent level; minimizing the risk of audit in filing claims for refund; techniques for managing tax risk in the planning process; advantages and disadvantages in taking a case to an Appeals Office; audit reconsideration: the accountant privilege; and much more.
This seminar can be purchased for
$195.00!
| Course No: | LIVE-TAXAUDIT-002 |
| Recommended CPE: | 4.00 |
| Delivery Method: | Group Internet Based - Webinar |
| Level of Knowledge: | Update |
| Prerequisites: | CPA, EA, Attorney, CFP, or other practitioners with 2 or more years of work experience and some familiarity with the subject matter. |
| Advanced Preparation: | None; but registrants are encouraged to review the handout material before participating in the live video conference. |
| Recommended Field of Study: | Seminar - Live $$$
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Learning Objectives
- To enable practitioners to be able to discuss with clients how to better handle an IRS audit.