Surviving an IRS Tax Audit: How to Audit-Proof Returns and Protect the Rights of Your Clients


May 29, 2019


Daniel J. Pilla

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes


IRS audits can be unnerving an experience. As a tax professional, it is your duty to do your best to put your client in a strong position for negotiating a resolution, and to prevent audit abuse. But do you know that the IRS revenue agent has the authority to extend the audit into additional years, types and entities?

Good documentation and fully reconciled figures are the best ways to get out an IRS audit. One of the most common triggers of an IRS audit is when the income reported on your tax return doesn’t align with similar demographic profiles.  However, the IRS also has rules and regulations to follow while conducting an IRS audit. Knowing these procedures ensure that your clients’ rights are being protected.

This webinar, presented by Daniel J. Pilla, USTCP, EA, a tax litigation consultant and premier proponent and advocate of taxpayer rights, will guide on how to prove a case and keep the IRS from running over taxpayers in the audit process.

You should attend this course to learn how to preserve your clients’ rights in an audit; prevent audit abuse; preserve all legitimate deductions; and put your client in the strongest possible position to negotiate the best possible resolution.

Session Highlights:

  • Learn how exactly the IRS selects returns for audit
  • The 3 key steps to controlling a face-to-face audit
  • Four grounds rules to set with an auditor
  • What constitutes adequate proof of a deduction
  • Dealing with the 4 most common unreasonable IRS demands
  • The 5 key negotiation strategies
  • How to calculate the Assessment Statute Expiration date
  • How to evaluate whether to sign a collection statute waiver
  • How to reconstruct lost records
  • Using affidavits to prove deductions
  • The Cohan rule and how to use it
  • Using your client’s own testimony to prove deductions
  • When the IRS uses its summons power and how to avoid it
  • How to read an examination report
  • How to write a Protest Letter to appeal an audit decision
  • What every tax pro needs to know about a Notice of Deficiency

Also Includes:

  • Live Q&A session with speaker
  • Handouts: Detailed presentation outline containing all statutory and judicial references
  • Certificate of attendance
  • Re-certification Credits

Who Will Benefit:

  • Tax professionals representing taxpayers before the IRS
  • CPAs
  • Enrolled Agents
  • Attorney

Download Conference Material

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