Taxpayer defense institute

A National Association of Tax Professionals
In Defense of Taxpayers’ Rights

Taxpayers Defense Institute logo

Tax Audits

“Preparing and Preventing”

2 Credit Webinar

Wednesday Mar 5th

1 pm- 3 pm ET

(start 12 pm CT/ 11 am MT/ 10 am PT)

Hosted By Pilla Tax Academy
Speaker Daniel J Pilla

Tax Audits: Preparing and Preventing

Be Ready!

If your client gets audited – where do they turn first?

2 credit webinar $189.00
Save $40 if register by 2/15/2025

Surviving the Tax Audit and Prevent Audits While Preparing Returns

As you prepare tax returns for your clients, are you confident in your ability to help them respond to the IRS if they get audited? IRS audits happen all year long, and with the increase in IRS funding, expect even more audits – especially for small business owners. By knowing the basics of audits, you can be confident and prepared when your client walks in with an IRS audit notice. 

This 2-hour course covers: 

  • Exactly how the IRS selects returns for audit
  • The 3 key steps to controlling a face-to-face audit
  • 4 grounds rules to set with an auditor
  • What constitutes adequate proof of a deduction
  • Dealing with the 4 most common unreasonable IRS demands
  • 5 key negotiate strategies
  • How to calculate the Assessment Statute Expiration Date
  • How to evaluate whether to sign a collection statute waiver
  • How to reconstruct lost records
  • Using affidavits to prove deductions
  • The Cohan rule and how to use it
  • Using your client’s own testimony to prove deductions
  • When the IRS uses its summons power and how to avoid it
  • How to read an examination report
  • How to write a Protest Letter to appeal an audit decision
  • What every tax pro needs to know about a Notice of Deficiency

Webinar time: 2 hours (100 minutes)
Course notes: 1 PDF (Emailed the day before the webinar)
Continuing Education: 2 Credit (requires submission of polling questions)

 

Missed the live webinar? 

SELF STUDY COURSE AVAILABLE AFTER LIVE WEBINAR
$189 2 credit course

Join Dan’s Email List

SELF STUDY COURSE
REGISTRATION
(Link will be live once available)

Make sure you are on our tax professional email list to know when the self study course is available 
JOIN  DAN’S TAX PROFESSIONAL EMAIL LIST

What We Have So You’re Always on Top

For over four decades, Dan Pilla has been the nation’s leader in taxpayers’ rights defense and IRS abuse prevention and cure.  Regarded as one of the country’s premiere experts in IRS procedures, he has not only helped thousands of citizens solve personal and business tax problems but also founded a national society of tax professionals, teaching them how to be successful in tax problem resolution.
We are an Approved Continuing Education Provider through the IRS with our conferences also approved by the Minnesota Board of  Legal education.  Our certificates of completion are accepted by organizations for Attorney’s, CPAs, and Enrolled Agents.

LIVE WEBINARS

Looking for useful educational credits?

Tired of boring presentations that put you to sleep?

Need a fresher course or one for your new associate?

Tired of dealing with off shore websites?

Click here for current schedule

Self Study Course with Dan Pilla

SELF STUDY COURSES

Timing wrong for the webinar you wished to attend?

Saw a webinar or prior Taxpayers Defense Conference course that you wanted to attend?

Check out our cutting edge courses that you take on your time schedule at your pace.

Go to Pilla Tax Academy 

ANNUAL CONFERENCE

Since 1993, Daniel J. Pilla has presented the nation’s leading conference for tax professionals in the tax resolution industry.  To serve your clients in the best possible way, you need to know how to protect and defend your clients. That’s where the Taxpayers Defense Conference comes in.

Details and Registration

Refund Policy: No refunds, however we will  get you credit towars another webinar or self study course.

Webinars: Unless you contact us otherwise,  if you miss your webinar we will register you for the corresponding self study course and notify you when it is available.
Other options include transfering registration to another webinar, self study, or towards the annual Taxpayers Defense Conference.  Contact us for assistance.

Share This