Learn what to expect from an IRS examination and the options for resolving or disputing the examination.
The IRS is one of the most intimidating and overwhelming government agencies for taxpayers and tax professionals. Therefore, it is important that a return preparer and other tax professionals understand how and when to respond to the IRS, whether in a civil examination or a criminal investigation. This material will discuss what to expect from an IRS examination and the options for resolving or disputing an IRS examination by working with the IRS Appeals Division or litigating a tax case in the U.S. Tax Court or in refund litigation. We will also discuss how to make a voluntary disclosure to the IRS and the basics of an IRS criminal investigation.
Learning Objectives
- You will be able to identify types of examinations.
- You will be able to describe how and when to respond to the IRS.
- You will be able to discuss what to expect from an IRS examination.
- You will be able to explain the basics of an IRS criminal investigation.
Agenda
Examination
- Type of Examinations
- Statute of Limitation
- Working With the Examiner
IRS Appeals
- How to Appeal an IRS Examination Determination
- The Contents of a Written Appeal
- Working With IRS Appeals
Tax Litigation
- What Forums Are Available
- Litigating in Tax Court
- Litigating Refund Cases
IRS Penalties
- Civil Penalties
- Foreign Related Penalties
- Penalty Defenses
Criminal Tax
- Criminal Investigations
- Defenses in Criminal Cases
- Statue of Limitations
Speakers
Joel N. Crouch,
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.- Partner at Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
- For more than 30 years, has counseled businesses and wealthy families and individuals about their most demanding tax planning, estate planning and IRS controversies
- Often works with tax professionals and financial advisors to help develop solutions for their clients
- Board certified in tax law by the Texas Board of Legal Specialization and has been recognized as one of the best in his field by Texas Monthly and Law and Politics Magazines by being named a Texas Super Lawyer from 2003 through 2021
- Named one of the Best Lawyers in Dallas by D Magazine for the year 2012-2021 and he has also been named to Best Lawyers in America for Tax Law
- Recognized as a Top-Rated Lawyer in White Collar Criminal Defense published in The American Lawyer, Corporate Counsel and The National Law Journal
- Frequent speaker on both substantive and procedural tax issues for both legal and accounting professionals, topics include tax shelter defense, IRS examinations, appeals, litigation and collection strategies, IRS criminal investigations, IRS offshore activities, IRS focus on tax professionals, employment classification, IRS penalties, and litigating partnership tax cases
- Published various articles regarding the IRS and tax procedures
Who Should Attend
This live webinar is designed for accountants, tax managers, tax preparers, presidents, vice presidents, bookkeepers, CFOs, controllers, business managers and owners, CEOs, collection professionals, and attorneys.
