Slide Deck

54 Slides available anytime
  • 54 Slides

Tips and Techniques for Dealing With the IRS Exam and Collections Divisions


Learn what to expect from an IRS examination and the options for resolving or disputing the examination.

The IRS is one of the most intimidating and overwhelming government agencies for taxpayers and tax professionals. Therefore, it is important that a return preparer and other tax professionals understand how and when to respond to the IRS, whether in a civil examination or a criminal investigation. This material will discuss what to expect from an IRS examination and the options for resolving or disputing an IRS examination by working with the IRS Appeals Division or litigating a tax case in U.S. Tax Court or in refund litigation. We will also discuss how to make a voluntary disclosure to the IRS and the basics of an IRS criminal investigation.



Joel N. Crouch

Joel N. Crouch

Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

  • Partner at Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
  • For more than 30 years, has counseled businesses and wealthy families and individuals about their most demanding tax planning, estate planning and IRS controversies
  • Often works with tax professionals and financial advisors to help develop solutions for their clients
  • Board certified in tax law by the Texas Board of Legal Specialization and has been recognized as one of the best in his field by Texas Monthly and Law and Politics Magazines by being named a Texas Super Lawyer from 2003 through 2021
  • Named one of the Best Lawyers in Dallas by D Magazine for the year 2012-2021 and he has also been named to Best Lawyers in America for Tax Law
  • Recognized as a Top-Rated Lawyer in White Collar Criminal Defense published in The American Lawyer, Corporate Counsel and The National Law Journal
  • Frequent speaker on both substantive and procedural tax issues for both legal and accounting professionals, topics include tax shelter defense, IRS examinations, appeals, litigation and collection strategies, IRS criminal investigations, IRS offshore activities, IRS focus on tax professionals, employment classification, IRS penalties, and litigating partnership tax cases
  • Published various articles regarding the IRS and tax procedures

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.