IRS Audits and Taxpayer Defense: Analysis for Tax Representatives (IATD)

Claudia Hill, EA, Alan L. Pinck, EA, Deborah A. Phillips, CPA, Michael J. Tucker, J.D., CPA
  • 3
  • Intermediate
  • Taxes

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
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As the country tries to return to normal following the COVID-19 pandemic, tax practitioners should be aware of IRS initiatives that could result in more of their clients undergoing audits. This program features experienced tax practitioners explaining the current status of IRS audits, what entities and transactions are specifically targeted for audit and how tax practitioners should manage an audit when a client receives a notice from the IRS.

Major Topics:

  • Overview of IRS audits
  • Common issues in IRS audits
  • How the IRS conducts and concludes an audit
  • Which taxpayers have a greater chance of audit
  • Potential IRS audit outcomes and penalties
  • Taxpayer rights during an audit
  • Information document requests
  • What happens when a client agrees or disagrees with the IRS’ findings
  • Audit reconsideration and audit appeal

Learning Objectives

  • Be familiar with the current state of IRS audits
  • Understand how to present an effective defense against an IRS audit

Any tax practitioner advising clients with respect to an IRS audit

Basic knowledge of individual income tax rules




Varies by state. Check back soon for details