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Wednesday, November 5, 2025 Live Webcast

IRS Tax Examinations and Hot Issues (E2511122)

9:00 AM - 12:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

The Inflation Reduction Act increased the IRS budget. As a result, the IRS continues to replenish its audit workforce. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. Now, more than ever, Accounting, Tax 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, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.

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

DESIGNED FOR

Accounting and Finance Professionals in public practice who prepare tax returns and represent their clients on IRS examinations

BENEFITS

  • Understand the IRS process for selecting returns for examination
  • Identify the types of returns the IRS is examining
  • Understand the hot examination issues that the IRS is focusing on to help clients reduce their exposure to additional tax assessments
  • Determine if your client is a victim of tax-related identity theft and the procedures to use to resolve strategies for dealing with IRS examiners and presenting your clients’ tax positions in the best light possible

HIGHLIGHTS

  • Criteria that the IRS uses to select returns for examination
  • Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft
  • Worker classification determinations on who is an employee and who is an independent contractor
  • S corporation officer's reasonable compensation issues
  • How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty
  • Tax-related identity theft procedures

TAKE THEIR WORD FOR IT…

Past attendees say:
  • I found the speaker to be very experienced and knowledgeable
  • Excellent presentation

COURSE LEVEL

Intermediate

PREREQUISITES

Experience in preparing individual and business tax returns

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

Gregory Carnes

Gregory A. Carnes

Dr. Gregory Carnes serves as Raburn Eminent Scholar of Accounting at the University of North Alabama (UNA) and previously served as Dean of the Sanders College of Business and Technology (COBT) for 11 years. Dr. Carnes is well known nationally as an academic leader, having served as President of the Accounting Program Leadership Group, President-Elect of the Federation of Schools of Accountancy, and Secretary of the American Taxation Association. He began a three-year term as a board member of the Southern Business Administrators Association in 2022. He has served as Chair of the Education Committee of the Alabama Society of CPAs and as President of the North Alabama ASCPA chapter. He has also had significant service roles in the past with the Illinois CPA Society and the American Accounting Association. Dr. Carnes has authored tax material for Wiley/CPA Excel and UWorld for the last 20 years. Dr. Carnes also has co-authored two tax textbooks for Wiley, the first of which, Fundamentals of Taxation of Individuals, was published in fall 2023. The second book, Taxation of Business Entities, will be available in fall 2025. He has also delivered tax training for national accounting firms and approximately 25 accounting state societies. Dr. Carnes has published approximately 30 articles in leading academic and professional journals. He is a leader in the local business community, serving as Chair of the Shoals Chamber of Commerce Board of Directors for 2017-2018. He served as Chair of the Board of the Shoals Business Incubator in 2019 and continues to serve on its board. Dr. Carnes served as President of the Rotary International chapter in Florence, AL in 2023-2024.

PRICING

$199.00 - Member

$274.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 5 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

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