Online Workshops

 

 

How to Handle an IRS Exam: From Initial Letter to Closing Agreement Online Workshop

Summary

An IRS audit can be overwhelming and intimidating. This workshop will cover what to do when the letter first arrives, including preparing the client, reviewing the documents, reconstructing damaged or lost expense documentation, handling the interview request and doing the walk-through. By the end, you’ll know the various forms of IRS exams and the process for each (correspondence, field and office), what to do when there are indications of fraud, how to bring the audit to a close and even how file and prepare for an appeal.

Objectives

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

  • Describe the three types of audits.
  • Explain the process of preparing the taxpayer for the examination.
  • Identify issues when handling a correspondence exam.
  • Describe the issues when handling an audit of a cash intensive business.
  • Understand the issues surrounding a Schedule C hobby loss exam.
  • Identify the differences when handling an eggshell audit from a routine IRS exam.
  • Describe the process of appealing from exam results the taxpayer disagrees with.

Course Details

This course includes presentation slides and an online workshop recording.






   

Presented by: Eric L. Green, ESQ

How to Earn CPE

To receive full credit for this 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.​

Cancellation Policy

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

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