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Strategies in Representing Clients Before the IRS

Date: Tuesday, February 20, 2018
Time: 1:00 - 2:40 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $219.00

Registration - Live Webinar Plus CD Recording: $288.00


Learn best practices for preparation and representation of your client before the IRS.

This topic focuses on important strategies to keep in mind when representing clients before the Internal Revenue Service. How to properly prepare for an audit; steps to an office audit and/or field audit meeting; and appropriate follow-up will be discussed.

While tax exams are an everyday occurrence, it is important to conduct them professionally and efficiently while at the same time presenting the taxpayer's position in the best possible way.

Learning Objectives:

  • You will be able to review how to prepare for an audit.
  • You will be able to describe how to file an amended tax return.
  • You will be able to discuss an office and field audit.
  • You will be able to recognize if additional meetings are necessary with the agent's supervisor.

This Live Webinar Covers These Hot Issues:

Preparing for Audit

  • Obtain All Copies of Correspondence From IRS
  • Review of Tax Return and Supporting Documentation
  • Power of Attorneys
  • Transcript of Taxpayer's Account
  • Filing an Amended Tax Return
  • Addressing All Areas Under Audit in a Timely Manner
  • How Did It Happen?
  • Discussing Controversial Issues With Taxpayer
  • Keeping Taxpayer Informed


  • Office Audit
  • Field Audit


  • Determine If Additional Meetings Necessary With Agent's Supervisor
  • Gray Areas? -Technical Advice Referral
  • Appellate Level

Credit Information (Sponsored by Lorman Education Services):

  • CLE
  • CPE
  • Enrolled Agents

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Dean M. Hottle, II, CPA, M.S.T., PKF O'Connor Davies, LLP

  • Tax partner with PKF O’Connor Davies, LLP, a full-service certified public accounting and advisory firm
  • 32 years of public accounting experience
  • Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the New York, Connecticut and Pennsylvania State Societies of CPAs
  • Specializes in consulting to multi-national corporate groups on a variety of tax matters
  • Experienced in handling federal and state tax controversies at all levels - regularly communicating with the IRS and the New York State, Connecticut State and New York City Departments of Revenue and Finance
  • A frequent presenter to various professional groups
  • M.S. degree, Pace University, Pleasantville, New York; B.S. degree, Franklin & Marshall College, Lancaster, Pennsylvania
  • Can be contacted at 914-421-5635 or

(Not available outside the US)