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IRS Exams and Appeals

2 AFSP, EA, CPA, CRTP

Track:

Taxposium

Facing an IRS audit can be daunting – but with the right strategies, tax professionals can confidently guide their clients through the process. This comprehensive, hands-on session will provide an in-depth look at the IRS audit and appeals process, equipping participants with the tools to proactively manage audits, navigate disputes and advocate effectively for their clients. From understanding audit selection criteria to mastering appeal negotiations, this course covers the critical steps tax professionals need to take before, during and after an audit.

Objectives

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

● Identify key steps in the IRS audit process and taxpayer rights

● Explain the different types of IRS audits and the criteria for audit selection

● Analyze common issues that arise during audits and effective pre-audit strategies

● Evaluate the process and requirements for audit reconsideration and mediation

● Accurately apply appeals and tax procedures to real-world scenarios

CPE information

Duration: 100 minutes

Course level: Basic

Prerequisite: None

Advanced preparation: None

Delivery method: Group Internet-Based



CPE credits
Designation
Field of study
IRS

2

AFSP

Federal Tax Law Update

IRS

2

EA

Federal Tax Law Update

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Update

CFP Board

0

CFP®

n/a


Instructor(s)

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A.J. Reynolds, EA

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