March 5, 2024


Webinar


2 CPE

Keeping your Clients out of IRS Jail

March 5, 2024
Webinar
2 CPE

Keeping your Clients out of IRS Jail

  • Instructor

    Dawn
    Brolin

Learning Objectives

After attending this presentation you will be able to...

  • Identify what areas the IRS is focusing on during audits
  • Start a conversation with your clients about the potential for missing deductions due to bad accounting records
  • Realize how technology is changing the way audits are conducted and how you can protect your clients from potential accuracy related penalties and other issues that may arise from not running their business properly
  • Recall the basic information that every single business owner MUST have on record in the event of an audit and how you can protect yourself
  • Prepare a technology recommendation package to your clients to track some of the more problematic IRS audit areas in a bundle and create new revenue for your firm

Major Topics

The major topics that will be covered in this class include:
  • Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues.
  • The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients.

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Fraud

Advanced Preparation

None

Intended Audience

CPAs and Accountants

Provider

CPA Crossings

This event has ended.