​​​Handling an IRS Exam Online Workshop

4 CPE for AFSP, EA, CPA, CRTP

Register Wednesday, July 6, 9:00 a.m. - 12:45 p.m. CT
Pre-order on-demand 

Premium: $0 | Professional: $120 | Basic: $152 | Nonmember: $160​

Summary

With the IRS sending notices to over 10 million non-filers, and with most audits being done through automation, the need for trained practitioners who know what they are doing has never been higher. Presented by an attorney who has real-life experience, you learn about the IRS audit process, IRS notices, Power of Attorney issues, the taxpayer interview, records and QuickBooks, issues surrounding cash intensive businesses, hobby loss considerations, fraud concerns, reconstructing records, and how to file and prepare an appeal. You’ll leave with an understanding of what to do and not do during the audit process and actions to take if the examiner is being difficult.

Objectives

Upon completion of this course, you will be able to:

  • Explain the IRS audit process
  • Identify opportunities to resolve the audit to the benefit of your client
  • Describe potential audit issues with cash intensive businesses
  • Explain how the hobby loss rules work
  • Identify the issues for representatives when they discover potential fraud
  • Explain the appeals process

Course details

The workshop includes presentation slides, access to the workshop recording, and the ability to ask questions of the instructor via chat.

​Presented by: Eric L. Green, ESQ.
Course Year: 2022
Duration: 4 Credit Hours
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Delivery Method: Group Internet Based / QAS Self Study

CPE CreditsDesignationField of Study
IRS4
AFSPFederal Tax Law Topic
IRS4
EAFederal Tax Law Topic
NASBA4
CPATaxes
CTEC4
CRTPFederal Tax Law Topic
CFP Board0CFP®N/A

How to earn CPE

To receive full credit for the live online workshop, you must provide us with at least 70% of the polling words that are communicated by the instructor throughout the workshop. These polling words should be entered in the survey tool that launches automatically when the GoToWebinar window is closed at the conclusion of the workshop. If you are unable to access the survey, polling words can be emailed to learn@natptax.com​. Please allow up to 7 days for us to verify attendance and issue certificates.​

To receive credit for the on-demand online workshop, you must make at least one attempt to answer each of the review questions included with the video. You also must successfully pass the course exam with a score of 70% or better. The course and exam will expire one year from the date of purchase.​​

Cancellation policy

​Because this is an online education offering, it is nonrefundable.​​

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