1. Are your providing Online Continuing Education Credits?
We are approved to provide CPE/CE credits to Tax Professionals
- IRS
- NASBA
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IRS Tax Audit: Your Client Is Facing An IRS Tax Audit And How To Prepare
- May 06, 2020 Wednesday | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
- Credit: IRS Credits: 2.0 | QAS: 2.0 |
Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
IRS Tax audits often happen year long. That can make for a messy situation, If you are having a hard time preparing for a tax audit. Are you ready if one of your clients’ receives an audit letter and expects your help?
The IRS audits taxpayers to determine the accuracy of tax-related financial records, If you are being audited, the IRS will contact you by mail or telephone. Included in the notice will be the specific information that is to be examined and what supplementary documents you may need to present.
Join this informative and insightful webinar with expert speaker Daniel J. Pilla. Daniel will provide you with some insider tips, practical steps and effective approaches to confidently represent your client and instill further confidence in your practice.
Session Highlights:
- Exactly how the IRS selects returns for audit
- The 3 key steps to controlling a face-to-face audit
- 4 grounds rules to set with an auditor
- What constitutes adequate proof of a deduction
- Dealing with the 4 most common unreasonable IRS demands
- 5 key negotiate strategies
- How to calculated the Assessment Statute Expiration date
- How to evaluate whether to sign a collection statute waiver
- How to reconstruct lost records
- Using affidavits to prove deductions
- The Cohan rule and how to use it
- Using your client’s own testimony to prove deductions
- When the IRS uses its summons power and how to avoid it
- How to read an examination report
- How to write a Protest Letter to appeal an audit decision
- What every tax pro needs to know about a Notice of Deficiency
Learning objectives::
- Learn how to preserve your clients’ rights in an audit
- Prevent audit abuse and preserve all legitimate deductions
- Put your client in the strongest possible position to negotiate the best possible resolution
Also Includes:
- Live Q&A session with speaker
- PowerPoint presentation for reference
Who Will Benefit:
- CPA
- Enrolled Agents (EAs)
- Tax Professionals
- Attorneys
- Other Tax Preparers
- Finance professionals
- Financial planners
IRS Credits
QAS
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
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The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.
- If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
- If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT
4. How can I view /access the courses that I have registered for?
When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.
5. How can I cancel my registration?
You can cancel your registration to by email at support@pro2learn.com. If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.
6. How can I download the learning materials/Handouts available for the webinars/Seminar?
The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.
7. What are the system requirements to attend a live webinar?
Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :
- An internet connection – broadband wired or wireless
- Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth
8. What are CPE Package Courses?
Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
9. What is web download and transcript?
- The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
- The transcript is the detailed written material presented during the webinar.
10. What is an On demand session?
On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
11. How do I access a previously purchased webinar, self-study course, Web Download, or package?
To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.
12. I took a webinar, where is my certificate?
We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.
Daniel J. Pilla
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