Events Search
  Summary & Check Out (0)
Thursday, December 7, 2023 Live Webcast

Hot IRS Tax Examination Issues for Individuals and Businesses (E2312191)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST


Vendor Platform

8 CPE Credits in TX


Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, Accounting and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS has currently increased its audit coverage and is examining more taxpayers than in the recent past.

This course features a live instructor and has been specifically designed for the NJCPA.


CPAs in public practice who prepare tax returns and represent their clients on IRS examinations.


  • Understand what the IRS is focusing on in auditing individuals and selected businesses
  • Help clients reduce their exposure to additional tax assessments
  • Determine strategies for dealing with IRS examiners and presenting your clients’ tax positions in the best light possible


  • Prepare now and protect yourself from new audit examinations, and what to do when there is identity theft
  • Understanding substantiation requirements for travel, charitable contributions, vehicles, meals, and virtual currency considerations
  • Gain an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate
  • Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty
  • Understanding IRS Audit Techniques Guides and Compliance Campaigns
  • Recognizing the 30-day letter and the 90-day letter, including what the taxpayer’s responsibilities are




Experience in preparing individual and business tax returns




  • Qualifies for IRS credit


Deborah Phillips

Deborah A. Phillips, CPA, MST

Surgent Professional Education

Debbie operates her own tax controversy practice, specializing in partnership and S corporation tax law as well as IRS audits and procedures. She has been successful petitioning and resolving tax issues under the jurisdiction of the United States Tax Court. She is proficient in Section 199A provisions and computations as well as the Tax Cuts and Jobs Act. She prepares all types of tax returns and utilizes her forensic accounting skills for potential IRS criminal prosecution. Having spent more than 32 years at the IRS, Debbie retired from its Large Business and International Division, where she was a senior manager in the Flow-Through Issue Practice Group, which specialized in S corporation and partnership tax. She was the operations and technical assistant to the Deputy Commissioner International; the technical assistant to the Director of PFTG; a territory manager in the retail, food and pharmaceuticals industries; a team manager in the heavy manufacturing industry; and the IRC Section 263A Technical Advisor. Debbie taught accounting and taxation as an adjunct at Delaware State University, Wilmington College and Goldey-Beacom College. She has been a seminar presenter for over 24 years and a textbook author. She regularly receives the Surgent Outstanding Discussion Leader Award.


$289.00 - Member

$439.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.


Print a registration form