CPE Course Cutting Edge Tax Strategies: Representing Clients in IRS Audits and Appeals
January 18, 2018
3:30 PM — 7:00 PM
Field of Interest
CPAs and CPA aspirants in public practice and tax staff in private practice.
4.00 creditsView Cart
- Recognize recent developments, especially the new partnership audit rules.
- Identify useful tax representation strategies.
- Preparing for IRS audits.
- Working with clients to reduce their anxiety about IRS audits.
- What should you do if you get a difficult auditor?
- How to get copies of the IRS auditor’s work papers—find out what the auditor really thinks of your client.
- What should you do if the IRS auditor asks to speak to your client?
- The new IRS audit rules for partnership.
- Which partnerships can elect out under the new rules.
- Should partnerships elect out of the new rules?
- Strategies for partnerships that can’t or choose not to elect out of the new rules.
- Selecting the best person to be a “partnership representative.”
- Federally authorized tax practitioner privilege—CPAs have specially authorized privilege under §7525. Although not as expansive as attorney-client privilege, it can be helpful.
- Filing appeals with the IRS. Hands-on strategy, including sample documents.
- Can the auditor talk to the appeals officer behind your back?
- Will the appeals officer raise new issues that the auditor didn’t?
- When should you agree to a settlement?
Some knowledge of federal taxes.
California Society of CPAs