HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)

4.6 (16)

Allison McLeod, DL

Allison M. McLeod LL.M. CPA A PLLC

  • CPA
  • EA
  • CTEC
  • TAX PROS
  • AFSP

Credits: 2 CPE | 2 CE

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

2 CE credit of Federal Tax for Maryland Tax Preparers

2 CE credit of Federal Tax for Oregon Tax Preparers

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Before starting this self study program, please go through the instructional document.

Overview

  • What are the chances of audit for your clients?01 mins
  • Understanding the Audit Process02 mins
  • Which are various types of Audits?44 mins
  • How to deal with the auditor?47 mins
  • Appeals process, IRS Collections, and Factors in Selecting a Court of Original Jurisdiction.72 mins
  • Penalties for tax payers, preparers, and advisor.86 mins
  • Other Issues: Privileged communications, interest on underpayments, and refund claims.108 mins

Course Description

Few events are as stress-inducing and potentially costly for a taxpayer as an adverse tax audit finding. While some IRS adjustments are justified, quite often adverse results arise from insufficient documentation, failure to appropriately respond to an information document request (IDR), failure to file a required return, or lack of understanding by the IRS of its owns rules and regulations. 

In this webinar, Allison Mcleod will provide an overview of the IRS administrative appeal process. The IRS appeals process also can provide a more beneficial and cost-effective means of resolving an adverse audit finding. Because appeals officers must consider the "hazards of litigation" when reviewing a taxpayer's appeal, taxpayers often have a greater chance at achieving a favorable settlement in an IRS appeal due to the appeals officer's mandate to consider the assessment's defensibility in court.

This seminar will give you a walkthrough of the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction.  We will also discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches. 

This course is ideal for CPAs, EAs, or other tax professionals.

Learning Objectives

  • To describe the audit process from the initial filing of the return to collections.
  • To determine the options available to taxpayers at each stage of the audit process.
  • To consider the ascertain risk factors in determining the best course of action for the client.
  • To apply the soft skills needed when interfacing with the IRS audit team to achieve the best possible result

Who Should Attend?

  • Enrolled Agent
  • Tax Practitioners
  • Accountant
  • Business Owner
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Auditors
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Outsourced CFO
  • Senior Accountant

Testimonial

4.6

(16)
63%
31%
6%
0%
0%

FR

The presenter was very knowledgeable and delivered a high energy presentation. She provided good materials / handouts which contributed greatly to an understanding of subject matter. She made full use of the time available while still managing to field and answer all the queries.

JT

Excellent well-organized presentations by Allison McLeod, DL. It help clients be ready for IRS audits and provide a more beneficial and cost-effective means of resolving an adverse audit finding.