Examining IRS Examinations and Enforcement: How to Get out of an IRS Plan Audit Alive

Presented by Ilene H. Ferenczy, CPC, and Michael Julianelle, IRS

> LIVE Register online for live webcast [CLOSED]
> RECORDED Register online for recorded webcast
> Download registration form [PDF: 165K]

What's the Topic?

As the IRS continues to step up its examination activity, it is increasingly important that practitioners approach IRS audits with acumen.  From the mundane (how should we present the material requested?) to the strategic (how do we negotiate in CAP?), this webcast will provide important information for anyone who represents clients during these examinations.

Join Michael Julianelle, Director, Employee Plans Examinations, and Ilene Ferenczy, CPC, Esq. in a discussion of such issues as:

• What are the current and new directions of IRS reviews, and what is a focused examination?
• Place of audit:  what is really going on?
• Powers of attorney and who can properly represent a client in an IRS examination.
• What is the proper format for providing information to the IRS in an examination?
• How should self-corrections, both completed and in process, be presented to the IRS reviewer?
• What to do if there is a uncorrected problem that is discovered on the eve of the audit?
• How to negotiate with the reviewer in CAP
• What is the MPA and why is it important?
• If the audit doesn’t produce agreement, what is the next step?

ASPPA Members and Continuing Education

Be a part of the seminar and earn two ASPPA continuing education credits while getting answers to your tough questions without leaving your office! Check the CE section of the website to learn how to use this program for in-house training. ASPPA will not issue any certification of attendance.

Open Registration

To register via fax, download the registration form (PDF: 173K), complete it, and fax it to ASPPA at 703.516.9308. The webcast presentation costs $150 for ASPPA members and $250 for nonmembers.

How Do I Participate?

Test your system's capabilities by completing the Browser Check - click on Attendee Login and use 'demo' as the Show Code, and complete the rest of the fields. If you do not pass, follow the instructions online or call 303.499.6645 for assistance. If you do pass, you are all set. The webcast recording is conducted completely via the Internet. Recordings are usually available one week after the original presentation, and are available for one year. The recording can be viewed once.

All you then need to do is complete the registration form (PDF: 173K) or register online. Registrants receive confirmation and detailed instructions via e-mail. Please note that confirmation will be sent to the registered attendee's e-mail address. No other notification will be sent. The ASPPA staff cannot confirm the receipt of registrations over the phone.

Please Note

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content of the statements and materials presented by speakers during ASPPA's webcasts.

Need More Information?

Contact ASPPA at 703.516.9300 or e-mail us at webcast@asppa.org.