Speaker: Ericka Williams, EA, NTPI Fellow
CE: 2 IRS/CTEC
Price: $30 for NTPI Fellows | $60 for Members | $120 for Nonmembers
Meeting with an IRS agent can be stressful for a taxpayer who doesn’t understand tax law. In this seminar, we will embark on a case study of an IRS audit from start to finish. You will learn how to communicate with the IRS Audit and be prepared to successfully defend your client and reduce or eliminate their IRS liability.
Learning Objectives:
- How and when to communicate with the IRS Auditor from the beginning of the issuance of the Audit Letter to the completion.
- Learn how to read an Information Document Request and the tools needed to prepare the taxpayer for the interview.
- Learn how to use the IRS Audit Technique guides to defend your client.
- Learn how to read the examination report and check for miscalculations.
- Learn the other alternative options your client has if there’s a balance due upon completion of the audit.
This webinar is geared towards our NTPI Fellows, but all are welcome to join! Learn more about the National Tax Practice Institute® (NTPI) and what becoming an NTPI Fellow means!
Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with NAEA!
