Tax Controversies often arise in the context of an examination. Examination-related tax disputes run the spectrum from simple arguments about the substantiation of a tax return deduction to lengthy disputes over complex tax positions taken on a return. Regardless of the complexity of an examination issue, understanding the examination procedures used by both the IRS and state revenue departments is key to successfully representing a taxpayer during an examination.
During this webinar, U.S. National Tax Resource Center approved provider James Pickett and his team will present on the following topics:
- IRS Field Examinations - SBSE and LBI Divisions
- IRS Correspondence and Automated Under Reporter Examinations
- State Revenue Dept. Examinations (Audits)
Watch the Webinar Recording
Representing Clients in IRS and State Examinations
Webinar Replay
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Please note: CPE is not available for webinar replays.
Download the slide deck here:
Representing Clients in IRS and State Examinations
CPE Information
Please note - CPE is not available for Webinar Replays.
Program Learning Objectives
- The key procedural differences between the two basic tax examination approaches used by IRS: field vs correspondence examinations
- A general understanding of tax examinations conducted by state revenue departments
- Some of the basic examination procedures in both IRS and state tax examinations
- Some key takeaways for successfully representing clients undergoing a tax examination
Target Audience: Tax Partners, Tax Managers, Tax Staff, and Business Development Leaders
CPE Credits: 1.0
Field(s) of Study:Taxes – Technical
Registration Fee: Free
Level: Basic
Delivery Method: Group Internet Based
Prerequisites: CPAs and tax advisors in pubic practice who prepare tax returns and represent clients on IRS examinations
Advance Preparation: None
CPE Sponsor Information
The Leading Edge Alliance, Inc. 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: https://www.nasbaregistry.org/cpas/complaints.
For information regarding refund, complaint and program cancellation policies, please contact Carla Blattenbauer at 612-249-0300 or [email protected].
The Leading Edge Alliance National Registry Sponsor Number: 10647
Tax Controversy Series Presented by the U.S. National Tax Resource Center
Webinar Series
Join us for this three-part series as U.S. National Tax Resource Center approved provider James Pickett and his team explore tax controversy issues impacting your clients.
- Watch the Part 1 Webinar Replay - Representing Clients in IRS and State Examinations
- Watch the Part 2 Webinar Replay – Representing Clients in IRS and State Collection Cases
- Part 3: October 19, 2023 – Understanding and Responding to IRS and State Tax Penalties
Bennett Thrasher Tax Controversy
Practice Overview
The tax controversy team represents clients in IRS, state, and local tax disputes involving audits, collection actions, penalties, and account management issues.
Practice Focus
We specialize in working with businesses of all sizes and individuals to satisfy unresolved tax disputes with federal, state, and local jurisdictions. Some of the tax controversy areas in which we specialize include audit representation, appeals, collection resolution, penalty mitigation, and accounts management resolutions. In our fiscal year ending June 2021, we resolved 116 tax controversies saving clients approximately $4.5 million in proposed tax assessments and penalties.
Team and Additional Qualifications
The tax controversy team consists of four professionals and two administrative support staff. Two of the professionals are tax attorneys; one with over twenty-five years of experience including employment early in his career as a tax policy lawyer with the Georgia Dept. of Revenue. The other attorney has several years of experience focusing primarily on SALT controversy resolutions and also holds an LLM in state and local tax. The team’s Director, a CPA, is a retired IRS manager who brings an IRS insider’s perspective to resolving IRS controversies. The team also has an Enrolled Agent with over a decade of tax experience including significant experience in handling both IRS and SALT controversy matters. Team members are also very active in speaking to audiences of tax professionals, business owners, and executives about emerging tax controversy matters.
James Pickett
