Limited Period Access to myCPE Prime Unlimited CPE Access starting at $199. Subscribe Now

Anatomy of an IRS Audit

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

IRS audit is a complex process and it continues to unfold new leaves despite clearing so much. This webinar is for those practicing before the Internal Revenue Service. The webinar will take an in-depth view of the Examination Process i.e. What the Revenue Agent should consider          

  • Pre-Contact Responsibilities of the Agent
  • In-Depth Pre-Contact Analysis
  • Repetitive Audit
  • Collectability
  • Third-Party Contacts
  • Making Initial Contact
  • Scheduling Appointment with the Taxpayer
  • Place of Examination
  • Time of Examination
  • Transfer of Returns Before the Initial Appointment
  • Authority to Examine Tax Returns
  • Advising Taxpayers of the Reasons for Their Examinations
  • Requesting the Audit File before the Examination begins
  • Examination Techniques
  • When the normal audit case is referred to Criminal Investigation Division
  • How to differentiate between the application of a Fraud Penalty and Negligence
  • Statute of Limitations; 3-year and 6-year statutes
  • Failure to file cases and when to file old years and when to pause and seek Counsel

The CPE/CE webinar will answer the key questions:

  • How to secure the case file even before the Audit begins. 
  • How to determine how the Audit was selected. 
  • How many years can the IRS go back during the examination? 
  • What are the red flags for the Agent to refer the case to Criminal Investigation Division? 
  • What are the criteria for a Fraud Referral by the Revenue Agent?

The CE Tax webinar will go in-depth covering a lot of subjects. Real Life examples will bring to life the dos and don’ts of dealing with the IRS during an examination of your client’s return.

Click here to access more CE webinars on IRS Audit, Representation, and Resolutions.

Learning Objectives

  • To identify the Revenue Agent's Responsibilities during the preparation for the audit.
  • To recognize what can and can't be done during the Audit.
  • To recall the Revenue Agent's Audit Guidelines
  • To recognize what the Revenue Agent is supposed to do and what the Practitioner can do to represent his client knowing the dos and don'ts of what can and should be done during the audit.
  • To review the Internal Revenue Manual in the area of Revenue Agent pre-audit and audit guidelines.

Recommended For

This IRS CE-approved webinar is recommended for tax professionals such as EA, MRTP, ORTP, CRTP, and others who are involved in tax practices and their client's return comes under IRS audit.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • California Registered Tax Professional
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 4 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00312-20-O)
  • 4 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 4 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 4 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00312-20-O)
  • 4 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00312-20-O)
  • 4 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0317)
  • 4 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 4 CE Credit for Certified Wealth Strategist (CWS)
  • 4 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    4
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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 website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Robert Brennan

Certified Public Accountant (CPA), Robert P Brennan CPA, LLC

He was an Internal Revenue Agent for the US Treasury Department as part of the Special Enforcement Group in Philadelphia, Pa. We specialized in Fraud Investigations and Income Reconstruction Cases.

Over the past 20 years I have assisted Attorneys in their representation of Individuals and Business Entities that are under Civil or Criminal Investigation by the Internal Revenue Service.

He has been an Instructor of Accounting, Forensic Accounting and Taxation for over 35 years at various Universities in the Philadelphia, Pa Area.

He has a Bachelor of Science with Major in Accounting from LaSalle University and a Masters in taxation from Philadelphia University.

Certified Public Accountant (CPA) in Pennsylvania (1986)

Since 1982 have been qualified as an Expert Witness in the Federal District Courts of Eastern and Middle Districts of Pennsylvania.

Seminar presenter for AICPA, PICPA and various Accounting Organizations for over 25 years 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

50 Ratings

Excellent

25

Very Good

22

Average

3

Poor

0

Terrible

0

JA

Joe Alouf, CPA (US)

Apr 19th, 2022

Exceptional overview. Instructor did a great job, using excellent and relevant examples. Instructor turned what could be a very boring topic into a very interesting and easy to follow webinar.

MSWI

Max S Woodbury Ii, CPA (US)

Nov 22nd, 2021

Robert's course was well executed. His insight from the diverse life experiences is valuable. If I see additional offerings from his desk, I'll work them in. Great job!

DF

Donny Felton, EA

Nov 23rd, 2021

New and very useful information provided.

SG

Stephen Grimm, CPA (US)

Jul 21st, 2022

Excellent presnetation

KL

Kenneth Lenz, CPA (US)

Mar 18th, 2022

very helpful

Anatomy of an IRS Audit

PREMIUM

4 Credits

Subject Area

Taxes

Upcoming Webinars

2022 Enrolled Agent Ethics
  • 4.7
  • (227)

Oct 04, 2022 | 10:00 AM EDT

Excel Accountant: Linked Workbooks
  • 4.5
  • (14)

Oct 04, 2022 | 10:00 AM EDT

IRS Audit Process & Defense Presentation
  • 4.6
  • (1202)

Oct 04, 2022 | 10:00 AM EDT

The Importance of Auditing Time and Expense
  • 4.5
  • (15)

Oct 04, 2022 | 10:00 AM EDT

Ultimate Guide to GAAP with Latest Updates
  • 4.1
  • (80)

Oct 04, 2022 | 10:00 AM EDT

cookies_image

We use cookies to make your experience on this website better