Exam Appeals
This comprehensive program covers advanced strategies for managing IRS audits and appeals. Participants will explore the intricacies of the audit process, from initial receipt of an audit letter to the completion of appeals. The course will delve into the rights of taxpayers, the different types of audits, common issues that trigger audits, and effective pre-audit preparation. Additionally, it will cover audit reconsideration, mediation, and the use of tax court as a last resort. Practical examples, including day care business audits, will be provided to illustrate key concepts.
Learning Objectives:
Identify key steps in the IRS audit process and taxpayer rights.
Explain the different types of IRS audits and the criteria for audit selection.
Analyze common issues that arise during audits and effective pre-audit strategies.
Evaluate the process and requirements for audit reconsideration and mediation.
Apply knowledge of appeals and tax court procedures to real-world scenarios.
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*Self-Study recording not available for NASBA CPE credit.
Allan J. "A.J." Reynolds
,
EA
A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.
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