WAATP IRS Audits and Appeals: A Practical and Technical Approach

Date : June 20, 2024

Time : 10:00 am - 12:00 pm

Location : Residence Inn, 1229 Walla Walla Ave, Wenatchee, WA 98801, as well as Live Streamed

Room Block : $179/night+ taxes

• Call into the Residence Inn Hotel ( 509 - 470 - 3145 ) and say you are booking a room for our WAATP event they will get you our room rate
• Room rate will be available 3 days prior and 3 days following Annual Meeting and Educational Opportunity events 
• Bring the family and make it a fun family vacation to start the summer!

Presenter :

  Greg White, CPA

Greg White, CPA, taught for 14 years as an adjunct professor for Golden Gate University. He’s admitted to practice before the United States Tax Court. He is a founder and shareholder, in WGN PS in Seattle, WA. He has been named a Top 50 IRS Representation Practitioner in the U.S. by CPA Magazine and has taught for a number of professional organizations. Greg enjoys the technical side of tax, but also likes to have fun in class.

Description : 

When your client receives that dreaded letter notifying that the IRS is auditing their tax return, don't panic! Join expert Greg White, CPA, as he walks you through the audit process step-by-step, including discussions of how you can get a copy of the auditor's workpapers. We'll cover how to formulate succinct, successful arguments to prevail in audits, and administrative appeals.

Designed For :
CPAs and in public practice and tax staff in private practice who have some experience with federal taxes.

Topics Covered :

• Establishing rapport with the auditor
• IRS audit statistics, appeals statistics, and other statistics
• Preparing for the audit
• Preparing for an appeal
• Questions to ask the auditor
• Getting copies of the auditor's workpaper file

Learning Objectives :

• Recognize how to prepare for an audit
• Recognize how to draft an administrative appeal (we'll provide a sample IRS appeal)
• Identify and apply strategies involved in the appeals process
• Recognize how to reduce anxiety about the audit process
• Identify the questions you should ask the IRS about the audit
• Recognize and apply IRS audit statistics to pick the proper time to settle an audit
• Describe the best method to get a copy of the IRS auditor's work papers
• Recognize how to utilize the most effective method to present your case

Level :
Intermediate

Registration :

Members :  $140           

Non-Members : $170 

* includes lunch

Updated : February 22, 2024