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OnDemand Course

Strategies in Representing Clients Before the IRS

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 identify Best Practices when reacting to an Audit notice
  • You will be able to differentiate between the IRS Forms in an Audit
  • You will be able to differentiate between section of the Internal Revenue Manual
  • You will be able to recognize different types of IRS audits

101 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 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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Why Lorman?

Over 37 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

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last reviewed on March 8, 2023.

Call 1-866-352-9540 for further credit information.

  • 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.
     
  • CPE/NASBA - QAS Self Study 2.6 including Taxes 2.6
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.6 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.6 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement 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.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

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Why Lorman?

Over 37 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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Why Lorman?

Over 37 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

All of your training, right here at Lorman.

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

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

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

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Product ID: 408570
Published 2021
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