IRS Tax Audit: Your Client is Facing an IRS Tax Audit And How To Prepare


May 06,2020

PRESENTER(s): Daniel J. Pilla

1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes
  • Webinar Instruction will be emailed on your registered email address 3 days prior to webinar
  •  | 
  • Web Download / e-Transcript will be shared in 7 working days from the date of webinar

This program has been approved IRS CPE Credit 2(Taxes)

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IRS Tax audits often happen year long.  That can make for a messy situation, If you are having a hard time preparing for a tax audit. Are you ready if one of your clients’ receives an audit letter and expects your help?  

The IRS audits taxpayers to determine the accuracy of tax-related financial records, If you are being audited, the IRS will contact you by mail or telephone. Included in the notice will be the specific information that is to be examined and what supplementary documents you may need to present.

Join this informative and insightful webinar with expert speaker Daniel J. Pilla. Daniel will provide you with some insider tips, practical steps and effective approaches to confidently represent your client and instill further confidence in your practice. 

Session Highlights:

  • Exactly how the IRS selects returns for audit
  • The 3 key steps to controlling a face-to-face audit
  • 4 grounds rules to set with an auditor
  • What constitutes adequate proof of a deduction
  • Dealing with the 4 most common unreasonable IRS demands 
  • 5 key negotiate strategies
  • How to calculated the Assessment Statute Expiration date
  • How to evaluate whether to sign a collection statute waiver
  • How to reconstruct lost records
  • Using affidavits to prove deductions
  • The Cohan rule and how to use it
  • Using your client’s own testimony to prove deductions
  • When the IRS uses its summons power and how to avoid it 
  • How to read an examination report
  • How to write a Protest Letter to appeal an audit decision
  • What every tax pro needs to know about a Notice of Deficiency

Learning objectives::

  • Learn how to preserve your clients’ rights in an audit
  • Prevent audit abuse and preserve all legitimate deductions
  • Put your client in the strongest possible position to negotiate the best possible resolution

Also Includes:

  • Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners

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