CPE Course Cutting Edge Tax Strategies: Representing Clients in IRS Audits and Appeals

January 18, 2018

3:30 PM — 7:00 PM

Location Webinar

Member Price $120.00
Non-member Price $188.00

Curriculum Taxation

Field of Interest

Level Update

Designed For

CPAs and CPA aspirants in public practice and tax staff in private practice.

4.00 credits

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Objective

  • Recognize recent developments, especially the new partnership audit rules.
  • Identify useful tax representation strategies.

Highlights

  • 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?

Instructors

Prerequisites

Some knowledge of federal taxes.

Developer

California Society of CPAs

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