Gain real-world IRS audit strategies, Circular 230 tips, and insights to protect clients and your practice.
A diverse and wide range of professionals represent clients before the IRS, resulting in varying approaches to different topics and issues. This presentation offers practical, real-world guidance for professionals navigating the complexities of IRS field audits. Attendees will walk away with a clearer understanding of what it means to ‘practice’ before the IRS, how to stay compliant with Circular 230, and how to recognize situations that may require outside support for non-attorney representatives. You’ll also gain valuable insights into managing all stages of a field audit—from properly executing Form 2848 to handling IDRs, taxpayer interviews, and even summons enforcement. The presentation also offers special insights into BBA partnership audits to help you better assist individual clients caught up in a centralized-partnership audit. This session will leave you better equipped to protect your clients and your practice by discussing oft-overlooked procedural pitfalls. Whether you’re new to IRS representation or a seasoned practitioner, the strategies discussed will help you manage risk and maximize audit outcomes.
Learning Objectives
- You will be able to explain to taxpayers under audit the process of the audit from beginning to end and assist them in defending themselves in interviews, physical inspections, and IRS information gathering.
- You will be able to identify privileged information and understand how to deal with the same.
- You will be able to describe to a client involved in a BBA centralized partnership audit their rights, obligations, and what to expect from such audit.
- You will be able to recognize ethical limitations on non-attorney representation of clients in IRS Field audits.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
| Ethical Considerations When Practicing Before the IRS | |
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| Field Audit Early Stages | |
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| Field Audit Information Gathering (Middle Stages) | |
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| BBA Specific Topics | |
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| Other Field Audit Considerations | |
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- AK CLE 1.5
- Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.7
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.7 hours credit.
- AR CLE 1.5
- This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.5
- The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- HI CLE 1.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
- IL CLE 1.5
- This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
- IN CLE 1.7 (Pending)
- This program has been submitted to the Indiana Commission for Continuing Legal Education for Distance Education for participating attorneys. Application Pending.
- MO CLE 2.0
- This program has been approved by the Missouri Bar for 2.0 hours of CLE.
- NH MCLE 1.6
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 95 Minutes.
- NJ CLE 2.0
- This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit.
- NM CLE 1.6
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.6 hours of credit.
- NV CLE 1.5
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
- NY CLE 2.0 including Areas of Professional Practice 2
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 2.0 credit hours in the area(s) of Areas of Professional Practice for 2.00 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Education- Noggin Guru, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- OH CLE 1.75 (Pending)
- This course has been submitted to the Supreme Court of Ohio Commission on Continuing Legal Education for 1.75 CLE hours. Approval pending.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- RI CLE 2.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
- VT CLE 1.5
- This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
- WI CLE 2.0
- This program has been approved by the Board of Bar Examiners for 2.0 hours for use toward the Wisconsin Mandatory CLE requirement.
- WV MCLE 2.0
- This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
Enrolled Agents 2.0
- In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour. This program qualifies for 2.0 Continuing Education Credit(s) for enrolled agents.
CPE 2.0 including Taxes 2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for accountants, CPAs, tax managers, tax preparers, CFOs, controllers, enrolled agents, business managers and owners, presidents, vice presidents, CEOs, executives, bookkeepers, and attorneys.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Sidney W. Jackson, IV
Dentons Sirote
Sidney Jackson
- Senior Managing Associate – Tax Controversy Attorney
- Practice focuses on all phases of federal and state tax controversies, including IRS audit, administrative appeals, and court proceedings in the U.S. Tax Court, the United States Court of Federal Claims, the United States Court of Appeals for the 11th Circuit, federal district courts, and state tax tribunals.
- Spoken at various events including the following: An annual Speaker on ‘Tax Practitioner Ethics and Responsibilities’ for local accounting firms in Birmingham, AL, A Lorman presenter for the ‘Reducing IRS Tax Penalties’ course, a panelist for the ‘2023 Updates on Legal, Appraisal, Accounting and Ethical Issues seminar for the Georgia Alabama Land Trust 2023 Conservation Easement, and co-speaker on ‘How Circular 230, Preparer Penalties & Professional Responsibilities Shape Tax Practice’ course for the Alabama Federal & State Tax Institute in 2024
- Alabama State Bar; Freshwater Land Trust Junior Board (2025).
- J.D., Cumberland School of Law (Samford University); LLM, New York University
- Can be contacted at Sidney.jackson@dentons.com; 205-930-5208
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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