LG is an expert in representing exam cases and you will receive the benefits of his intimate knowledge of this practice area.
Change of Focus: The Exam Side of Taxpayer Representation–
LG is an expert in representing exam cases and you will receive the benefits of his intimate knowledge of this practice area
Taxpayer Representatives often become locked into thinking of all taxpayer representation as a collection issue.
Neglecting the exam side of representation work results in the missed opportunity to help clients and earn substantial
fees. Taxpayers find the examination of their returns highly stressful and are willing to engage a professional to
avoid meeting with IRS face-to-face. Representing exam cases often results in a larger engagement because any
balance due after exam may spawn a collection case. He will discuss the red flags and recommended
approach to audit problem areas in correspondence audits, office audits, and field audits including:
- Auditor requests for excessive numbers of copies
- Dealing with an unreasonable auditor
- Mysterious disappearance of an auditor after getting into the audit
- Dealing with an auditor expanding the scope of the audit
- How-to handle the fledgling and old pro auditors
- Implication of an auditor’s supervisor becoming involved in the examination
Speaker: L. G. Brooks, EA, CTRS, NTPI Fellow
Approximately 3 Hours
Audio CDs of recorded live presentation, printed course materials + presentation slides
Continuing Professional Education credits are NOT awarded for recorded self-study seminars.
If, for any reason, you are not satisfied with your purchase, just contact us within 30 days. With the return of all materials in sell-able condition, ASTPS will give you credit toward another seminar of comparable price or will refund your fee. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can.
L. G. Brooks,EA, CTRS, NTPI Fellow
L. G. is the CEO and Senior Consultant of U.S. Tax & Consulting Group. LG is a member of several tax-related organizations and his tax practice includes Tax Representation, Tax Consulting, Tax Preparation and Pre-Tax Court Litigation Support Services. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI) and is currently a faculty member of the National Tax Practice Institute (NTPI) administered by NAEA.
LG has been in the field of taxation for more than 20 years and has been in practice full time since 1990.