Strategies In Representing Clients Before The IRS

Webinar: ID# 1023579
Recorded CD
About This Course:
This webinar focuses on important strategies to keep in mind when representing clients before the Internal Revenue Service. How to properly prepare for an audit; steps to an office audit and/or field audit meeting; and appropriate follow-up will be discussed.

While tax exams are an everyday occurrence, it is important to conduct them professionally and efficiently while at the same time presenting the taxpayer's position in the best possible way.


Preparing for Audit
  • Obtain All Copies of Correspondence From IRS
  • Review of Tax Return and Supporting Documentation
  • Power of Attorneys
  • Transcript of Taxpayer's Account
  • Filing an Amended Tax Return
  • Addressing All Areas Under Audit in a Timely Manner
  • How Did It Happen?
  • Discussing Controversial Issues With Taxpayer
  • Keeping Taxpayer Informed
  • Office Audit
  • Field Audit
  • Determine If Additional Meetings Necessary With Agent's Supervisor
  • Gray Areas? -Technical Advice Referral
  • Appellate Level
About The Presenter

Dean M. Hottle, II, CPA, M.S.T.
  • Tax partner with PKF O’Connor Davies, LLP, a full-service certified public accounting and advisory firm
  • 32 years of public accounting experience
  • Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the New York, Connecticut and Pennsylvania State Societies of CPAs
  • Specializes in consulting to multi-national corporate groups on a variety of tax matters
  • Experienced in handling federal and state tax controversies at all levels - regularly communicating with the IRS and the New York State, Connecticut State and New York City Departments of Revenue and Finance
  • A frequent presenter to various professional groups
  • M.S. degree, Pace University, Pleasantville, New York; B.S. degree, Franklin & Marshall College, Lancaster, Pennsylvania
Strategies In Representing Clients Before The IRS
Available on CD format
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