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Audio & Reference Manual

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

Resolving issues with the IRS Exam and Collections divisions can be complicated, time-consuming and often overwhelming.

This topic will help you sharpen your skills by learning the tools and techniques to more efficiently settle such issues. Understand how to avoid preparer penalties and Circular 230 violations. Learn about reopening audits and utilizing audit reconsiderations, claims for abatement/refund, due process hearings and collections appeals and innocent spouse claims. Our instructors will share their experience from resolving multi-million dollar penalty abatements to audits and criminal tax cases of all sizes. Case studies will illustrate the practical application of fundamentals to identify opportunities and maximize potential benefits.

Runtime: 89 minutes
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Why Lorman?

Over 32 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

Case Study 1: Desk Audit Case: How to Fix No Matter What Stage the Case Is in

  • Case Facts
  • Case Analysis/Law
  • Detailed Review of Tips/Techniques

Case Study 2: Offshore Bank Accounts: A-Z and to OVDI or Not to OVDI the Case

  • Case Facts
  • Case Analysis/Law
  • Detailed Review of Tips/Techniques

Case Study 3: Audit Case Turned Into a Collections Case: Reopen Audits, Collections Appeals and More

  • Case Facts
  • Case Analysis/Law
  • Detailed Review of Tips/Techniques

Case Study 4: Innocent Spouse Case: How to Prepare, and Also Taking Case to Appeals and Tax Court When Denied

  • Case Facts
  • Case Analysis/Law
  • Detailed Review of Tips/Techniques
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Why Lorman?

Over 32 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 Webinar

This course was last revised on March 28, 2017.

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

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 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

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Douglas L. Klein, CPA, EA

BDO

  • Managing director, Tax, and National Office Controversy Group Member with BDO, one of the world's largest accounting and business consulting firms
  • Regional director, Tax Quality and Risk Management. IRS controversy and representation expert; power user of IRS E-services and transcripts
  • Former IRS agent and problem resolution case manager with 20 years of experience in public accounting and private industry
  • Saved clients millions in crippling business penalties as a result of IRS representation, including one case of more than $4,000,000

• Frequent presenter at seminars and attorney bar associations regarding IRS dispute resolution

  • Member of the American Institute of CPAs, National Association of Enrolled Agents, Ohio Society of Enrolled Agents, and the Ohio Society of CPAs as well as being involved in various civic and community organizations
  • Bachelor’s degree, Ashland College
  • Can be contacted at 330-668-9696 or [email protected]
David J. Lewis

David J. Lewis

Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.

  • Director and shareholder of Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. and practices out of the firm’s Northeast Ohio offices
  • Areas of concentration include corporate, individual, partnership, excise, federal tax and state and local tax issues
  • Counsels distribution and technology companies, service, manufacturing, durable medical equipment, internet, food ingredients, metals recycling, farming, processing, and transportation, on a variety of business needs
  • Listed in Best Lawyers in America® and Ohio Super Lawyers; recognized as one of the “Top Attorneys in Business Services” (Tax) in the Corporate Counsel Edition of Super Lawyers magazine; and achieved the highest rating in the Martindale-Hubbell Law Directory
  • 1999 to 2013 adjunct professor of the University of Akron faculty and teaches Tax Practice and Procedure to masters of taxation candidates and law students
  • Lectured for University of Akron’s National Tax Institute, Ohio Society of CPAs, President-Elect Akron Bar Association, Institute of Management Accountants and the Cleveland Tax Institute
  • Member of Ohio Society of CPAs and past vice-chair of the City of Hudson Board of Zoning and Building Appeals
  • Ohio CPA inactive
  • J.D. degree, Cleveland State University, Cleveland-Marshall College of Law Cum Laude, Cleveland, Ohio; B.B.A. degree in accounting, Kent State University
  • Can be contacted at 330-436-5300 or [email protected]
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Why Lorman?

Over 32 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.

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Product ID: 399975
Published 2017
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