How to Successfully Defend a Client in an IRS Audit

$60 – Members (with member discount code)
$75 – Non-Members
(Join VASEA for $90 to get member rates on webinars & more! Copy/paste this link in your browser: https://vasea.wildapricot.org/join-us )
NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. A $25 administrative fee will be deducted in those cases.

PROGRAM DESCRIPTION: How to Successfully Defend a Client in an IRS Audit
IRS Program: QSRNU-T-00609-23-O
Meeting with an IRS agent can be stressful to a taxpayer who doesn’t not understand tax law. In this seminar, we will embark on a case study of an IRS audit from start to finish. You will learn how to communicate with the IRS Audit and be prepared to successfully defend your client and reduce or eliminate their IRS liability.

Learning Objectives:
- How and when to communicate with the IRS Auditor from the beginning of the issuance
of the Audit Letter to the completion.
- Learn how to read an Information Document Request and the tools needed to prepare
the taxpayer for the interview.
- Learn how to use the IRS Audit Technique guides to defend your client.
- Learn how to read the examination report and check for miscalculations.
- Learn the other alternative options your client has if there’s a balance due upon
completion of the audit.

Prerequisites: Basic knowledge of federal taxation in the U.S.
Program Level: Basic/Intermediate


ABOUT THE PRESENTER
Ericka S. Williams, EA NTPIF is the founder of Trinity Global Financial Group, PLLC, in Tallahassee, FL. Her firm provides bookkeeping, tax preparation, IRS representation, QuickBooks Training, and tax seminars. She has over 16 years of experience in IRS audits, appeals, installment agreements, innocent spouse cases, Offer in Compromise, and Liens and Levy removals. She also teaches individual and corporate taxation at Florida A&M University.

REFUND POLICY
Refunds will be honored if written notification is received at the Administrative Office within 5 business days of the webinar. A processing fee of $25 will be deducted from the refund. Cancellations within 5 business days of the webinar will not be accepted. Substitutions are allowed if received 48-hours prior to the start of the webinar. "No shows" forfeit their fees.

CANCELLATION
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

COMPLAINT RESOLUTION
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Virginia Society of Enrolled Agents 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.

Questions
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.