“I’m From the Government” …Dealing with a Tax Audit
Tuesday, May 13, 2025 · 2:00 – 3:40 PM ET
You have one year from airing date to use this course as credit.
Continuing Education
CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0172
IRS/RPO Approved Program
#7ZBUJ-T-00129-25-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00129-25-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)
Program Content
This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page.
The program, through a lively round-table discussion and real time interaction with the audience, looks at the how and why of when the IRS will conduct an office or field audit of a taxpayer's return. The program will focus on how and why returns are selected for audit. Panelists will also examine the procedures IRS follows when conducting an office or field audit and the taxpayer's rights during the examination. The panel also will explore the manner in which a field audit is concluded and the taxpayer's rights at the conclusion of the audit.
By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of how and why the IRS selects returns for audit and the procedures revenue agents follow during an office or field audit.
Program Learning Objectives
- Identify how IRS processes tax returns and selects certain returns to undergo an audit.
- Identify the procedures IRS agents will follow in the conduct of an office audit.
- Identify the procedures IRS agents will follow in the conduct of a field audit.
- Identify the rights to which a taxpayer undergoing an audit is entitled.
Program Outline
Return Processing
- Mathematical Errors
- Selection of Returns for Audit
Office Examination
- How Returns Are Selected
- Nonbusiness Returns
- Some Business Returns
- Representation
- Raising Issues Not on Return
- Step-up to Field Examination
Field Examination
- What Takes Place
- Representation
- Investigation by Special Agent
Negotiation With Agent
- Agreed Cases
- Unagreed Cases
- Case Review
- Reopening Closed Cases
- 30-Day Letter
Appeals
- IRS Office of Appeals
- Initiating an Appeal
- Appeals Conference
- Settlement and Arbitration
- Appeals Outside the IRS
Panelists
Moderator
Alan Pinck, EA
A. Pinck & Associates
Alan Pinck is an Enrolled Agent with over 30 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. You have seen Alan presenting at NTPI events, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.
IRS Panelists
Coming soon...
Industry Panelists
Coming soon...
Content Consultant
David F. Windish, J.D., LL.M
Content Consultant
David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.
Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.
Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.