Surviving the Tax Audit: Rights of your client, Audit-proofing returns and more


June 25, 2020


Daniel J. Pilla

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 100 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


Join this 100 minutes live session with our renowned expert Dan Pilla who is a veteran of hundreds of audits and who knows how to prove a case and how to keep the IRS from running over taxpayers in the audit process.

In this session, you will learn how to preserve your clients’ rights in an audit, how to prevent audit abuse and preserve all legitimate deductions. Learn how you can put your client in the strongest possible position to negotiate the best possible resolution. You will also get the handouts which include detailed note-taking outline containing all statutory and judicial references. The outline follows Dan’s oral presentation to help attendees better assimilate the technical information presented.

Session Highlights:


  1. Exactly how the IRS selects returns for audit
  2. The 3 key steps to controlling a face-to-face audit
  3. 4 grounds rules to set with an auditor
  4. What constitutes adequate proof of a deduction
  5. Dealing with the 4 most common unreasonable IRS demands
  6. 5 key negotiate strategies
  7. How to calculated the Assessment Statute Expiration date
  8. How to evaluate whether to sign a collection statute waiver
  9. How to reconstruct lost records
  10. Using affidavits to prove deductions
  11. The Cohan rule and how to use it
  12. Using your client’s own testimony to prove deductions
  13. When the IRS uses its summons power and how to avoid it
  14. How to read an examination report
  15. How to write a Protest Letter to appeal an audit decision
  16. What every tax pro needs to know about a Notice of Deficiency

Who Should Attend:

  1. Tax Attorney’s
  2. CPA’s
  3. EA’s
  4. Other Tax Preparers
  5. Any tax pro representing taxpayers before the IRS

Download Conference Material

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