Recent legislation in Congress has provided the IRS with substantially increased funding to bolster its human staff and purchase software that will allow the IRS to audit many more taxpayers in a more effective way. The IRS believes it can target the right kinds of taxpayers for audits so that it will not waste its time on audits that produce little, if any, revenue. The purpose of this program is to discuss the current state of IRS audits and the anticipated increases in the IRS’s ability to audit wealthier taxpayers in an efficient way. Panelists will discuss the state of the IRS’s current audits and where the IRS is headed with audits in the coming years. Tax practitioners should also be aware of the state of the IRS’s efforts to target efficiencies so as to produce the most revenue.

An IRS audit is when a client most needs their trusted tax professional. In this webinar, learn about the different types of IRS audits and how to effectively represent your client in an IRS audit engagement. We will cover the best practices in a mail audit and a CP2000 notice. We will dive deeper in the most complex type of IRS audit: the field examination. Learn the four phases of an IRS face-to-face audit and get important preparation steps and best practices for an IRS field audit.

Topics Covered:

  • IRS audit data and trends
  • The types of IRS audits and the scope of each type of IRS audit
  • Mail audit best practices
  • The four phases of an IRS office/field audit
  • The #1 issue in all IRS face-to-face audits
  • Preparing for an IRS field audit
  • Best practices in representing your client in an office/field audit
  • Substantially increased IRS funding provided by the Inflation Reduction Act
  • IRS test program in 2024 to determine if it should prepare tax returns
  • Using improved data and analytics to tailor timely collections contacts
  • Auditing large corporations and partnerships
  • Audits of high income and high net worth individuals
  • Information Document Requests
  • What happens when a client agrees or disagrees with the IRS’s audit findings
  • The Dirty Dozen: roadmap to IRS audit issues

Learning Objectives:

  • Recognize important trends in IRS audits and how they impact your client and your tax firm
  • Identify the types of IRS audits and the scope of each type of audit
  • Learn how to effectively respond to a mail audit and CP2000 notice using best practices and current IRS digital tools
  • Breakdown the four phases of a face-to-face audit, and understand the importance of preparing and using best practices in an IRS audit to get the best outcome for you and your client
  • Thoroughly understand the current state of IRS audits
  • Advise clients regarding anticipated changes in upcoming IRS audits

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

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