Conferences Presenting

Scottsdale Conference
October 24, 2018
7:30AM - 1:00PM
Robert (Bob) E. McKenzie, EA, Esq.
Live Event
There are no prerequisites for this course

Course Description

Although the IRS audits about 1.2 million taxpayers each year, the vast majority are correspondence audits. This class will cover the minority of audits where the IRS personally contacts the taxpayer and asks to conduct an exam at his or her home or business. When a taxpayer is in a cash-intensive business, the IRS uses special techniques to find unreported income. A practitioner must be cognizant of each of these methods in order to best advise their clients. After taking this course, you will be poised to offer the most effective and up-to-date strategies when representing clients to the IRS in face-to-face audits.

Course Specifics

There are no prerequisites for this course

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01295-18-I
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1159
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

After completing this course, you will be able to:

  • Identify IRS audit-selection techniques
  • Apply the Audit Technique Guides to cash-intensive businesses
  • Apply the bank deposits method, the cash disbursements method, Cash-T analysis, and the net-worth method
  • Define the practitioner role in the field exam process
  • Recognize how to protect your client's rights during an exam

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