IRS Audit and Appeals Process: Protecting Your Clients (2 hours - morning) - Webcast
Overview
When your client receives that dreaded letter notifying that the IRS is auditing their tax return, don’t panic! Join expert Greg White, CPA, as he walks you through the audit process step-by-step, including discussions of how you can get a copy of the auditor’s workpapers. We’ll cover how to formulate succinct, successful arguments to prevail in audits, and administrative appeals.
Highlights
- Establishing rapport with the auditor
- IRS audit statistics, appeals statistics, and other statistics
- Preparing for the audit
- Preparing for an appeal
- Questions to ask the auditor
- Getting copies of the auditor's workpaper file.
Prerequisites
Basic knowledge of federal tax issues.
Designed For
CPAs and in public practice and tax staff in practice who want to gain a deep understanding of how to approach and resolve tax disputes.
Objectives
- Recognize how to prepare for an audit.
- Recognize how to draft an administrative appeal (we'll provide a sample IRS appeal).
- Identify and apply strategies involved in the appeals process.
- Recognize how to reduce anxiety about the audit process.
- Identify the questions you should ask the IRS about the audi.t
- Describe the best method to get a copy of the IRS auditor's work papers.
- Recognize how to utilize the most effective method to present your case.
- Understand the Tax Court petition process and why it's usually the best place to settle a case.
Leader(s):
Leader Bios
Gregory White, Cutting Edge Tax Strategies LLC
Greg White, CPA-WA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his tenth year as an adjunct professor at the Golden Gate University's Seattle Campus where he teaches capital assets, tax accounting, and individual taxation. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named "Top 50" IRS Practitioner by CPA Magazine.
Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV, King TV, and Northwest Cable News. He is frequently in contact with Treasury, IRS, and other top government officials in Washington, D.C. as to late breaking guidance from the government and has been involved in making recommendations to them to help practically shape federal tax legislation and administrative guidance.
(11/2/20)
Non-Member Price $140.00
Member Price $105.00