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Cutting Edge Tax Strategies: Representing Clients in IRS Audits and Appeals (4173423B)

 
Date:Thursday, January 18, 2018
Time:3:30 PM - 7:00 PM
(Registration at 3:00 PM)
Facility:Webcast or Webinar, Online
CPE Credit:4.0 Technical Business
Instructor: George Koutelieris
Vendor:California CPA Education Foundation
Course Level:Update
Early Bird Price:$120.00 FICPA Members, $180.00 Non-Members

Description:

Focus on practical tax strategies for representing taxpayers before the IRS with an emphasis on the new partnership audit rules. Learn helpful tips to help reduce anxiety clients may experience during IRS audits and how to address working with a difficult auditor. Gain insights on building the best representation strategy while working with the new audit rules.



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


Major Topics:
  • 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?


Who Should Attend:

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



Prerequisite:
Some knowledge of federal taxes.

Advanced Preparation:
None.

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.