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Live Webinar

100-minute live streaming program
  • June 22
  • 1:00 - 2:40 pm EST

Strategies in Representing Clients Before the IRS

June 22

Learn best practices for the preparation and representation of your client before the IRS.

This topic focuses on important strategies to keep in mind when representing clients before the Internal Revenue Service. How to properly prepare for an audit, steps to an office audit and/or field audit meeting, and appropriate follow-up will be discussed. While tax exams are an everyday occurrence, it is important to conduct them professionally and efficiently while at the same time presenting the taxpayer’s position in the best possible way.

Learning Objectives

  • You will be able to review how to prepare for an audit.
  • You will be able to describe how to file an amended tax return.
  • You will be able to discuss an office and field audit.
  • You will be able to recognize if additional meetings are necessary with the agent’s supervisor.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Preparing for Audit
  • Obtain All Copies of Correspondence From IRS
  • Review of Tax Return and Supporting Documentation
  • Power of Attorneys
  • Transcript of Taxpayer's Account
  • Filing an Amended Tax Return
  • Addressing All Areas Under Audit in a Timely Manner
  • How Did It Happen?
  • Discussing Controversial Issues With Taxpayer
  • Keeping Taxpayer Informed
Meeting
  • Office Audit
  • Field Audit
Follow-up
  • Determine If Additional Meetings Necessary With Agent's Supervisor
  • Gray Areas? Technical Advice Referral
  • Appellate Level
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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 5.
     
  • NH MCLE 1.6
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 95 Minutes.
     
  • NJ CLE 2.0
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 2.0
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WI CLE 2.0
     
  • This program has been approved by the Board of Bar Examiners for 2.0 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 2.0
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
     
  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     
  • CPE 2.0 including Taxes 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for accountants, CPAs, attorneys, tax professionals, CFOs, controllers, presidents, vice presidents, and enrolled agents.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Dean M. Hottle, II, CPA, M.S.T.

Dean M. Hottle, II, CPA, M.S.T.

PKF O'Connor Davies, LLP

  • Tax partner with PKF O’Connor Davies, LLP, a full-service certified public accounting and advisory firm
  • 32 years of public accounting experience
  • Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the New York, Connecticut, and Pennsylvania State Societies of CPAs
  • Specializes in consulting to multi-national corporate groups on a variety of tax matters
  • Experienced in handling federal and state tax controversies at all levels - regularly communicating with the IRS and the New York State, Connecticut State, and New York City Departments of Revenue and Finance
  • A frequent presenter to various professional groups
  • M.S. degree, Pace University, Pleasantville, New York; B.S. degree, Franklin & Marshall College, Lancaster, Pennsylvania
  • Can be contacted at 914-421-5635 or [email protected]
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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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.

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Product ID: 408570
Published 2021
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