IRS Examination Review and Update


Overview
This course offers students a unique opportunity to learn from two tax professionals as they share their expertise in a myriad of IRS practice and procedure subjects.  Both Stuart Sobel and Steven Mopsick retired from high-level positions with the Internal Revenue Service.  Since their retirement, they have practiced extensively in the private sector.  Between them they have 90+ years of tax wisdom to share. 

This course focuses on the challenging subject of IRS examination procedures.  Stuart and Steven’s wisdom can help you find answers to tax dilemmas when you are dealing with IRS collection.

Objectives
Upon successful completion of this course, participants will be able to:

  • Understand representation of a client before an IRS examination official
  • Attain improved knowledge of IRS areas of emphasis
  • Have improved knowledge of IRS examination and return selection techniques
  • Avoid tax malpractice mistakes in client representation
Emphasis
  • IRS examination rates
  • Large corporate examination de-emphasis – Issues not considered
  • Development of IRS examination plan
  • IRS examination selection process
  • Representation before a revenue agent
  • IRS exam techniques
  • How to protect a client from improper IRS actions
  • Techniques IRS uses to determine unreported income
  • C Corporation income issues – preferential dividends, expansion of investigations
  • IRS improper use of evidence to sustain a position
  • IRS document requests and summons
Prerequisite
None
 
Preparation
No advance preparation required
 
Level of Knowledge
Basis
 
CPE Credit
1.5 Hours
 
Delivery Method  
Group Internet Based
 
NASBA Field of Study
Taxes

Author
Stuart Sobel