Advanced Tools for Representing Clients in IRS Audits

Identifying Critical IRS Red Flags, Preparing for Audit Processes, and Maximizing Recovery on Appeal

Recording of a 110-minute CPE webinar with Q&A

Conducted on Wednesday, December 18, 2013

Recorded event now available

or call 1-800-926-7926
Course Materials

This course will prepare enrolled agents and CPAs to handle any level of IRS inquiry into a client's tax reporting. The panel will offer approaches for different types of IRS inquiries—from simple questions to a full audit and beyond. The panel will outline best practices to negotiate settlements or prepare to appeal an IRS ruling.


In tax controversies, prepared and knowledgeable representation are the keys to achieving the best outcomes from an IRS inquiry or audit. Our panel of experts will provide the valuable lessons you need, based on their real world experiences, to guide you to successfully and confidently representing your clients.

Anytime your client receives a notice from the IRS, skilled enrolled agents and advisors must be ready to respond, depending on the type of audit: correspondence, office or field. You can prepare by learning from audit veterans what typically arises in an audit and techniques to avoid prolonged examinations.

A seemingly minor misstep in an IRS review process can subject your client to harsh penalties or outright denial of the position you represent on the client's behalf. Enrolled agents and CPAs with an understanding of advanced concepts for handling IRS inquiries will also avoid or minimize malpractice claims.

Listen as our panel of tax advisors, all with extensive experience in IRS inquiries and audits, explores and explains steps and challenges in the IRS processes. The panel will offer their practical experiences to deftly handle issues to the benefit of enrolled agents and advisors.



  1. IRS audit process
  2. Key mistakes
  3. Appeal


The panel will identify and address these key issues:

  • Knowing the key first steps to respond to an IRS inquiry for your client.
  • Identifying the severity of the clients' potential problem and where it is in the IRS process.
  • Preparing for your client's correspondence, office or field audit.
  • Negotiating settlements with the IRS and knowing when and what to expect when appealing.

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.


Kelly Politte, JD, MBA, L.L.M.
Kelly Politte, JD, MBA, L.L.M.
Tax Atty.
Joseph H. Thibodeau

Ms. Politte represents taxpayers and accounting professionals in various aspects of civil tax controversy. She is...  |  Read More

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CPE credit is not available on downloads.