CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other
This webinar will provide guidance and best practices for responding to IRS audits of medium-sized business taxpayers, including detailing IRS examination techniques, how to respond to Information Document Requests, and navigating IRS interviews.
Receiving an Information Document Request (IDR) from the Internal Revenue Service is stress-inducing, time-consuming and potentially costly. These requests generally signal the beginning of an audit or examination of a tax return. In cases where the IRS proceeds beyond a simple IDR to a full audit, the process becomes more complex. This can result in not only added expense in responding to the requests, but also significant legal and business implications that can produce unwanted future results if the taxpayer does not effectively respond.
The IRS has broad authority to carry out information requests and interviews, but there are also significant limits on those powers that protect taxpayers undergoing an audit of a tax filing. Gaining a detailed understanding of the examination process, from the inception of an IDR through the more exhaustive audit and summons stages, will significantly benefit tax advisors to midsize businesses in responding to IRS information requests.
By knowing the audit process and the taxpayer protections built into the IRS’s procedures for conducting audits, tax counsel and advisors can avoid mistakes that result in additional tax and sanctions.
Listen as our experienced panel provides a thorough review of the IRS audit process, and discusses best practices for advisors to midsizw businesses for handling IRS information requests by outlining the taxpayer’s responsibilities and rights in an examination.
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Have a thorough understanding of the process for conducting audits of large and midsize businesses and international taxpayers
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Be able to advise clients of their obligations and rights in response to IRS Information Document Requests and administrative summonses.
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Know how to prepare your clients’ officers and employees for IRS interviews.
Timothy J, CA
"As a recently retired IRS Large Business & International Division Revenue Agent with several years experience coordinating examinations of many large corporations and partnerships I can attest to the excellent nature of this course and its instructors. The information presented in the course was accurate, the perspectives shared insightful and the knowledge of the instructors really first rate. The clearly knew and understood our audit procedures and process very well and provided great information on both post examination appeals processes and court options."
Carl, PA
"An associate had noted their earlier presentation with Stratford and recommended if the opportunity became available to participate in a future session. Pleased that I did a vg review of the audit/dispute/settlement process. Also appreciated commentary on the LBI reorganization, had been on the back burner to check out."
Alfred, NY
"The webinar "MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS" was outstanding. The Presenter Jamie Brown was excellent. He is clearly an expert in his field. The topic was covered concisely and effectively. I would highly recommend this course and CPAacademy!"
Karena, FL
"This was one of the best webinars I have watched in a very long time. I was super impressed by the presenters knowledge and their effective use of time and really pointing to the correct issues to cover. And the webinar was free! Fantastic webinar. Thank you"
Dan, GA
"The course was great. Jamie shared many great tax controversy concepts as well as legal premises to consist in an audit. The course benefited me by expanding my knowledge on this topic. Great Job! I am looking for future courses that Jamie may present."
Blake, NY
"The speakers were enjoyable to listen to. They clearly enjoy their craft, and people who enjoy what they do are usually good at it. I especially enjoyed examples from Susan (?). They helped to make a complex topic understandable to an outsider."
Joseph, FL
"This webinar was one of the best ! So much incite was gained on different avenues to deal with audits and exams. Wish I had another hour or two of this one. The mix of speakers added to the course. Thanks, Joe"
Michael, CO
"This was a really good CPE course. I loved the presenter Susan's use of personal stories to liven up the material. I would go with this firm if external counsel were ever needed to assist with an IRS audit."
Jamie Brown
Ivins, Phillips & Barker
Partner
jbrown@ipbtax.com
(202) 662-3418
Jamie Brown acts on tax-related matters, with a focus on federal tax controversies and litigation. Mr. Brown is a skilled tax litigator. From 2006 to 2013, he was a Trial Attorney with the Tax Division of the U.S. Department of Justice, where he acted as lead counsel for the government in over 100 civil tax cases. Mr. Brown took scores of depositions, and tried cases to judges and juries in U.S. district and bankruptcy courts. The Tax Division recognized Mr. Brown’s results with Outstanding Attorney awards in 2009 and 2012.
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