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When an IRS audit notice lands on a client’s desk, the clock begins to tick. Your initial procedural decisions will shape the entire narrative of the examination long before you submit your first document. With the IRS deploying shifted enforcement priorities in 2026—including sustained high-volume correspondence exams for Schedule C, massive staffing realignments, and intense scrutiny on high-income individuals and complex partnerships under the Centralized Partnership Audit Regime (BBA)—tax professionals must move away from reactive representation.
This webinar provides a practical blueprint for handling the critical early phases of an audit. We will break down exactly how returns are selected, examine the strategic implications of correspondence vs. office vs. field audits, and explore how to apply taxpayer rights under Internal Revenue Code (IRC) §7521. Learn how to accurately evaluate a return's exposure points, manage recordkeeping standards that examiners actually enforce, and set strict, realistic engagement parameters at intake to protect both your client and your firm.
Learning Objectives:
Session Highlights:
Who Should Attend:
This program is designed for intermediate-to-advanced tax practitioners who manage, or plan to manage, tax controversy and audit representation. It is highly recommended for:
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