This class will provide an update of current IRS exam and settlement initiatives and procedures. Taxpayers have increasingly needed to seek the assistance of the IRS Appeals Division due to their inability to obtain a satisfactory result at the examination stage. Taxpayers who are audited usually have a right to appeal any determination by an examination agent. Taxpayers also enjoy the right to appeal certain IRS collection enforcement actions, including seizures and liens. 

Webinar Objectives

This program will provide insight and tools to assist your client to navigate audits that are both routine and may have a criminal or fraud element. You will learn how to respond to Information Document Requests, how to engage the auditor, how to navigate the delicate balance was fraud is involved, and how to exercise your rights to appeal an unsatisfactory audit determination to the IRS Office of Appeals or the US Tax Court.

Webinar Highlights

• How to prepare for an audit and respond to Information Document Requests.
• How to navigate an audit when fraud is involved.
• How to respond to a Summons request.
• Available options when you disagree with an audit determination – Appeals, Tax Court, and District Court.
• Settlement initiatives of the IRS.

Who Should Attend

Accountants, Tax Preparers, CFOs, Financial Compliance Professionals, and Lawyers