Coming soon! Strafford will move to BARBRI Professional Education >

The Audit Process: Types of Examinations, IRS Representatives, Appeals, and Tax Court Petitions

Note: CLE credit is not offered on this program

A live 110-minute CPE webinar with interactive Q&A

This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Wednesday, November 12, 2025

12:00pm-1:50pm EST, 9:00am-10:50am PST

Early Registration Discount Deadline, Friday, October 17, 2025

or call 1-800-926-7926
Add to your calendar

This webinar will discuss the IRS examination process. Our notable expert will identify the types of audits and IRS representatives and offer insights into handling the examination process, as well as appealing examination findings and petitioning the Tax Court when warranted.

Description

The IRS defines an IRS audit as "a review/examination of an organization's or individual's books, accounts, and financial records to ensure information reported on their tax return is reported correctly according to the tax laws and to verify the reported amount of tax is correct." There are many facets of an IRS examination. The audit could be a correspondence, field, or office audit. The IRS personnel handling the audit will be a correspondence representative, a tax compliance officer, or a revenue agent. The type of audit and level of the IRS representative influence the audit process.

When there are unsettled issues, a taxpayer or representative may want to request a manager's conference to facilitate a resolution. If unresolved issues exist, the examinee can file an appeal or petition the Tax Court. Understanding when and how to appeal or petition the Tax Court is critical for taxpayers and their advisers.

Listen as our knowledgeable federal tax expert details each step of an IRS exam, focusing on appropriate responses to garner a favorable outcome.

READ MORE

Outline

  1. The IRS audit process: introduction
  2. Types of audits
    1. Correspondence
    2. Field
    3. Office
  3. IRS representatives
  4. Outcomes
  5. Requesting a manager's conference
  6. The appeals process
  7. Filing a Tax Court petition

Benefits

The panel will cover these and other critical issues:

  • Identifying IRS representatives
  • Requesting a manager's conference
  • When a taxpayer should appeal an audit determination
  • Steps and deadlines for filing Tax Court petitions

Faculty

Clayman, Jeffrey
Jeffrey Clayman, CPA, JD, LLM
Tax Senior Director
Alvarez & Marsal

Mr. Clayman has over 18 years of public accounting experience with a focus on for-profit businesses in many different...  |  Read More

Attend on November 12

Early Discount (through 10/17/25)

CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.

Cannot Attend November 12?

Early Discount (through 10/17/25)

CPE credit is not available on downloads.

CPE On-Demand

See NASBA details.

BARBRI | Strafford

Strafford is Now Part of BARBRI for Professionals!

The same expert-led professional development courses you know and love from Strafford are now part of BARBRI, the trusted global leader in legal education.

Please note that the Strafford website will soon be archived. All programming, account details, and certificates will soon be migrating to our new site at barbri.com/professional-development.

All customers will be notified once this migration has been completed.