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Whether you are new to representation or are a seasoned professional, this on-demand webinar will provide you with invaluable resources to efficiently handle an IRS exam.

2 CPE for EA, CPA, CRTP

$52 for Members and $64 for Nonmembers

Includes webinar recording and PowerPoint presentation. CPE is issued after exam is successfully completed.

This in-depth on-demand webinar will provide an expert's viewpoint of IRS examination techniques and effective responses. The presenter, Gary L. Howard, has over 25 years of experience working with tax controversy and litigation support for white collar criminal attorneys, including high profile cases and voluntary disclosures of foreign assets.

The on-demand webinar will discuss differing techniques involved in effectively representing clients, both individuals and businesses, in an IRS office or field examination. You will learn how the Federal Government Examination process works, including the "Information Document Request" Form 4564, the auditor's findings, and subsequent steps and options. You will also learn key techniques, gained through Mr. Howard's decades of hands-on experience, to help make the end-result better for your client. Whether your client has committed a crime or not, this is a webinar that you can't miss in order to effectively represent your client in IRS exams.​

Upon the completion of this on-demand webinar, you will be able to:

  • Know how to properly interview your client prior to the exam.
  • Identify activities that caused the audit, as well as undisclosed activities.
  • Understand the accounting and civil issues, as well as issues beyond a CPA's authority.
  • Know when an attorney should be involved.
  • Properly inform the client of risks involved, both civil and criminal.
  • Use IRS Audit Technique guides and other invaluable IRS resources.
  • Utilize various due diligence preparation steps to make the exam easier.
  • Learn how to handle the opening conference.
  • Manage the post-audit process to your client's advantage.

Presented by: Gary L. Howard, CPA
Gary Howard has focused on litigation support and forensic accounting since the founding of his firm in 1986. He received his B.A. in Economics and Accounting from California State University, Fullerton and his M.S. in Taxation from Golden Gate University, San Francisco.

His firm, G.L. Howard, CPA in Los Alamitos, works with some of the most prominent attorneys in Southern California on litigation matters of all size, some of which have exceeded $250 million. Mr. Howard works in a litigation support and expert witness capacity in analyzing and quantifying the economic damages in all types of matters. These include large/complex, high-risk cases; complicated tax controversy matters both civil and criminal; alter ego; voluntary disclosure; and economic damages. He is also an experienced court appointed referee.

CPE Sponsor Information

Duration: 100 minutes
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Delivery Method: QAS Self-Study

 

CPE CreditsDesignationField of Study
IRS2EAFederal Tax Law Topic
NASBA2CPATaxes
CTEC2CRTPFederal Tax Law Topic
CFP Board0CFP®N/A

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