CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Advanced Examination Techniques and the Practitioner's Role in Protecting Taxpayer Rights

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Although the IRS audits about 1.1 million taxpayers each year, the vast majority are correspondence audits. During this course, instructor Robert McKenzie will cover the minority of audits where the IRS personally contacts taxpayers and asks to conduct exams at their homes or businesses. Topics covered in this class discuss the following: IRS audit selection techniques, current examination priorities and issues, the use of Audit Technique Guides in the exam process, limit issue focus exams, the practitioner role in the field exam process, an protecting your client’s rights during an exam.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify IRS audit selection techniques
  • Recognize how to become a stronger advocate for your client
  • Cite different types of audit exams
  • Identify your role as a practitioner in field exams
  • Recall techniques and sources related to Audit Technique Guides

Course Specifics

Course ID
WC18176150
Original Release Date
May 23, 2017
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01155-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1107
CTEC Federal Tax Law Credits: 2

Course Instructor

Robert (Bob) E. McKenzie Headshot
Robert (Bob) E. McKenzie, EA, Esq.

Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the IRS and state tax agencies. He has lectured extensively on the subject of taxation and has made numerous media appearances, including on Dateline NBC and ABC World News Tonight. Bob has been elected to the American College of Tax Counsel where he serves as secretary/treasurer of its board of regents. Prior to entering private practice, he was employed by the IRS Collection Division in Chicago, Illinois. From 2009–2011, Bob served as a member of the …

Robert (Bob) E. McKenzie, EA, Esq. Read More »

Advanced Examination Techniques and the Practitioner's Role in Protecting Taxpayer Rights

CPE CREDITS
2 Credits: Taxes

$98.00


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Although the IRS audits about 1.1 million taxpayers each year, the vast majority are correspondence audits. During this course, instructor Robert McKenzie will cover the minority of audits where the IRS personally contacts taxpayers and asks to conduct exams at their homes or businesses. Topics covered in this class discuss the following: IRS audit selection techniques, current examination priorities and issues, the use of Audit Technique Guides in the exam process, limit issue focus exams, the practitioner role in the field exam process, an protecting your client’s rights during an exam.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify IRS audit selection techniques
  • Recognize how to become a stronger advocate for your client
  • Cite different types of audit exams
  • Identify your role as a practitioner in field exams
  • Recall techniques and sources related to Audit Technique Guides

Course Specifics

Course ID
WC18176150
Original Release Date
May 23, 2017
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01155-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1107
CTEC Federal Tax Law Credits: 2

Course Instructor

Robert (Bob) E. McKenzie Headshot
Robert (Bob) E. McKenzie, EA, Esq.

Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the IRS and state tax agencies. He has lectured extensively on the subject of taxation and has made numerous media appearances, including on Dateline NBC and ABC World News Tonight. Bob has been elected to the American College of Tax Counsel where he serves as secretary/treasurer of its board of regents. Prior to entering private practice, he was employed by the IRS Collection Division in Chicago, Illinois. From 2009–2011, Bob served as a member of the …

Robert (Bob) E. McKenzie, EA, Esq. Read More »

Advanced Examination Techniques and the Practitioner's Role in Protecting Taxpayer Rights

CPE CREDITS
2 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

$98.00