IRS Examination Planning & Initial Contacts

This is a 2 hour CE/CPE webinar for CPAs and EAs presented live on November 25, 2024, 2-4pm ET (11-1pm PT)

Revised and updated for 2024!
This course reviews the responsbilities of IRS exam personnel in the early analysis of a case in the areas of Initial Return Screening, Pre-Contact Analysis, and Pre-Contact Planning. We also discuss the tax practictioner's requirements and response to the initial days of an IRS audit.

Note: This class is conducted via Zoom. You will receive the Zoom link immediately upon checkout and in several reminder emails from Eventbrite.

• Review the responsibilities of IRS Exam personnel for the following early case analysis:​
• Initial Return Screening​
• Pre-Contact Analysis​
• Pre-Contact Planning​

• Delivery Method: Group-Internet
• Credit: 2.0 CE/CPE hours
• CPE Subject Area: Taxes (IRS: Federal Tax Law)
• Prerequisite: Basic knowledge of IRS Exam procedures.
• Program Level: Basic.
• Advance Preparation: None required
• IRS Program Number: CBBHU-T-00029-23-O
• NASBA Registry ID: 149009
• Texas State Board of Public Accountancy CPE Sponsor ID 010661

Tax Pro Academy, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, "41 Dangerous IRS Tax Red Flags", and "Hidden Profits for Your Tax Practice" and former tax columnist with the Florida Today. With over two decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes and IRS Collection cases.

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"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

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