This course offers students a unique opportunity to learn from two tax professionals as they share their expertise in a myriad of IRS practice and procedure subjects. Both Stuart Sobel and Steven Mopsick retired from high-level positions with the Internal Revenue Service. Since their retirement, they have practiced extensively in the private sector. Between them they have 90+ years of tax wisdom to share.
This course focuses on the challenging subject of IRS examination procedures. Stuart and Steven’s wisdom can help you find answers to tax dilemmas when you are dealing with IRS collection.
Topics covered:
• IRS examination rates
• Large corporate examination de-emphasis – Issues not considered
• Development of IRS examination plan
• IRS examination selection process
• Representation before a revenue agent
• IRS exam techniques
• How to protect a client from improper IRS actions
• Techniques IRS uses to determine unreported income
• C Corporation income issues – preferential dividends, expansion of investigations
• IRS improper use of evidence to sustain a position
• IRS document requests and summons
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Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
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Understand representation of a client before an IRS examination official
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Attain improved knowledge of IRS areas of emphasis
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Have improved knowledge of IRS examination and return selection techniques
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Avoid tax malpractice mistakes in client representation
- CPAacademy self-study courses are online.
- The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
- Per NASBA guidelines, you have one year from date of purchase to complete each program.
- Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
- Print your own certificate of completion on the spot upon passing the exam.
- Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
- Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
Stuart Sobel
Stuart Sobel Consulting Inc
President
sobel@taxmedianetwork.com
(317) 581-1827
Stuart “Stu” Sobel combines an in-depth knowledge of taxation and nonprofits with an ability to communicate clearly. A dynamic speaker, Stu seeks to help people understand the very complex world of taxation in every day terms. And he’s just the person to do it — Stu has been in the industry for 48 years. He worked in examination and high level positions at the IRS for 30 years. Following that, Stu spent nine years as the producer and host of his own nationally syndicated radio program called Wise Choices: Taxes and Charity Today. He also ran his own tax and nonprofit consulting firm for 12 years (Stuart Sobel Consulting, Inc.). He has helped create over 2,500 nonprofit organizations worldwide. His expertise on the topic of nonprofit taxation has earned him the title “The Guru of Giving.”
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