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Course/Product Description
Title:

Strategies In Representing Clients Before The IRS

SKU:WC-1023579
Date / Time: Recorded
Format: Webinar
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Description:

This webinar focuses on important strategies to keep in mind when representing clients before the Internal Revenue Service. How to properly prepare for an audit; steps to an office audit and/or field audit meeting; and appropriate follow-up will be discussed.

While tax exams are an everyday occurrence, it is important to conduct them professionally and efficiently while at the same time presenting the taxpayer's position in the best possible way.

AGENDA

Preparing for Audit

  • Obtain All Copies of Correspondence From IRS
  • Review of Tax Return and Supporting Documentation
  • Power of Attorneys
  • Transcript of Taxpayer's Account
  • Filing an Amended Tax Return
  • Addressing All Areas Under Audit in a Timely Manner
  • How Did It Happen?
  • Discussing Controversial Issues With Taxpayer
  • Keeping Taxpayer Informed
Meeting
  • Office Audit
  • Field Audit
Follow-up
  • Determine If Additional Meetings Necessary With Agent's Supervisor
  • Gray Areas? -Technical Advice Referral
  • Appellate Level
About The Presenter

Dean M. Hottle, II, CPA, M.S.T.
  • Tax partner with PKF O’Connor Davies, LLP, a full-service certified public accounting and advisory firm
  • 32 years of public accounting experience
  • Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the New York, Connecticut and Pennsylvania State Societies of CPAs
  • Specializes in consulting to multi-national corporate groups on a variety of tax matters
  • Experienced in handling federal and state tax controversies at all levels - regularly communicating with the IRS and the New York State, Connecticut State and New York City Departments of Revenue and Finance
  • A frequent presenter to various professional groups
  • M.S. degree, Pace University, Pleasantville, New York; B.S. degree, Franklin & Marshall College, Lancaster, Pennsylvania


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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