Negotiating with Revenue Agents: Audit Defense Strategies


August 22, 2018


Daniel J. Pilla

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


IRS audits can be unnerving 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. Our speaker is a veteran of innumerable audits, and in this webinar he will guide you on how to prove a case, and keep the IRS from running over your client in the audit process.

During this webinar, our expert speaker Mr. Daniel J. Pilla will walk you through the subject of audit defense strategies, providing useful information which will help you preserve your client’s rights during an audit, prevent audit abuse and preserve all legitimate deductions, and put your client in the strongest position possible for negotiating a fair resolution.

Topics under discussion include: How the IRS selects returns for audit; the 3 key steps you need to control a face-to-face audit; the 4 ground rules you should set with an auditor; reconstruction of lost records; the usage of affidavits for proving deductions; the ‘Cohan’ rule – and how to use it; how to use your client’s testimony to prove deductions; how to read an examination report; how to write a Protest Letter for appealing an audit decision, and many others.

All webinar attendees will be provided handouts which will help them remember and make the most of what they have learnt during the training session. These include a detailed note-taking outline with all statutory and judicial references you’ll need. The outline will follow the course of the webinar, so you can easily absorb the information therein.

Training Highlights:

  • Learn how the IRS selects returns for audit
  • Go through the 3 main steps for controlling a face-to-face audit
  • Understand the 4 ground rules you need to set with an auditor
  • Discover what constitutes ‘adequate proof’ of a deduction
  • Learn how to deal with the 4 commonest unreasonable demands by the IRS
  • Obtain 5 key negotiation strategies
  • Find out how to calculate the date of Assessment Statute Expiration
  • Go through how to evaluate whether or not to sign a collection statute waiver
  • Find out when the IRS uses its summons power, and how you can avoid it
  • What you (as a tax professional) need to know about a Notice of Deficiency
  • …and much more

Who will benefit

The following people will benefit from, and should therefore attend, this webinar:

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

Download Conference Material

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