Webcast
Basic
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, and 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 |
Revision Date March 20, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02114-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02114-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1107
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1107
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
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 contributions, 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 …
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.
Webcast
Basic
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, and 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 |
Revision Date March 20, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02114-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02114-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1107
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1107
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
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 contributions, 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 …
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