August 31, 2022 12:30pm – 4:00pm Map & Directions 602-252-4144

Webcast: IRS Disputes - Tax Staff Essentials (12:30-4)

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Want to help your client save money and avoid potential trouble with the IRS? This CPE course explains what may trigger an IRS audit, how to negotiate, settle on appeal, qualify for an IRS collection program and evaluate your client's best options for dealing with the IRS. You will also learn about IRS audit techniques, how to handle requests and appeal rights so you can represent your clients with confidence.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

12:00pm

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Webcast
Taxation
4

Objectives

  • Evaluate IRS audit trends and the audit selection process.
  • Determine when IRS requests could be challenged.
  • Identify the timing, scope, and location of various IRS audits.
  • Recognize IRS audit techniques and inquiries and appeal rights.
  • Identify how to manage the information document request process and evaluate the contents of a revenue agent report.

Course Level

Intermediate

Vendor

AICPA More With This Vendor

Designed For

CPAs, enrolled agents, and Attorneys.

Prerequisites

None.

Event Leaders

Peterson, David E.

Rating: 4.75


David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. Peters has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. Peters was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.

Currently, Peters is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. Peters holds four masters degrees, and is pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. Peters was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA's licensed in the Commonwealth of Virginia.


More With Peterson, David E.

Highlights

  • The assessment process.
  • Audit selection, examination, and the appeals process.
  • Installment agreements.
  • Offers in compromise.
  • Advising delinquent taxpayers.
  • The IRS collection process for tax liens, levy, seizure, and sale.
  • Bankruptcy and the effect on tax liabilities.
  • Practice before the IRS.
  • Business taxation.
  • Tax liens levy seizure.
  • Fund recovery penalty.

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