Surviving an IRS Audit Including Practice Before the U.S. Tax Court (video)

  • Credits: 4
  • Format: Self-Study Video
  • Field of Study: Federal Tax Update
  • Author/Speaker: Sheldon Clark, CPA, CIA
Course ID: Advanced Preparation: Experience Level:
EWTFM-T-01765-21-S | 6233-CE-0489 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© March 2021 General Understanding of Taxation Self-Study Audio | OnDemand Webinar | Live Webinar

This 4-hour webcast will provide attendees with tips and techniques when representing a client who is about to undergo an IRS audit of their various tax returns.

Topics include:
  • Overview concerning dealing with the IRS
  • IRS audit methodology and techniques
  • What is practice before the IRS?
  • Who can practice before the IRS?
  • Engagement initiation and planning
  • Engagement agreement when representing clients before IRS
  • Rules of practice
  • Return scoring
  • Documentation backup and what might be requested
  • Questionable treatment of reported information
  • Taxpayer's Bill of Rights
  • IRS practice procedures
  • IRS's authority to audit returns
  • IRS's summons authority
  • Types of audits
  • Audit reconsideration
  • Audit strategies
  • Appealing IRS decisions
  • Taxpayer’s safeguards at an examination
  • What is a POA?
  • Offer in compromise
  • Tax professionals' audit practice management
  • Recent tax legislation ramifications
  • Various related topics


Learning Objectives:

After reading the course material, you will be able to:

  • Provide the tax practitioner with practical information to assist clients with surviving the dreaded IRS audit.
  • Provide the tax practitioner with information for the give and take of the IRS audit.
  • Provide the tax practitioner with various strategies for handling the IRS audit.


Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)


Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: