Stuart Sobel

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Stu Sobel is the consummate Instructor with 30 years IRS experience; co-authored the IRS Examination Standards Manual; taught at major universities; had a nationally syndicated radio program and published four books on taxation. Stu has provided continuing education to more than 25,000 CPAs, Attorneys, Enrolled Agents and Non-Profits Members/Directors.

Take This Education Course

Purchase This Without CPE Credit For $39.00

Take Course With CPE Credit

Purchase This With CPE Credit For $79.00

Course Description

In January of 2012 the IRS announced that it had closed 1,504,690 audits of individual income tax returns in FY 2011. Seventy-five percent of those "audits" were conducted through correspondence rather than in face-to-face confrontation. The audits, which are automated and centralized, are conducted using standardized and extremely inflexible procedures. Although it would seem that this type of audit would be less burdensome, in a majority of situations it amounts to trying to establish a pen pal relationship with a pre-programmed computer.

This course is led by IRS expert, Stu Sobel, whose 45 years in practice include 30 years as an IRS employee. During those 30 years, he held a number of positions in examination functions including high-level management. By making the IRS correspondence and matching programs more understandable, Stu will lessen the stress for you and your clients and will make these audits less "taxing."

Topics Covered

• In-depth analysis of IRS audit selection process — which issues generate an IRS correspondence audit?
• The IRS return classification process
• Identification of the types of tax returns (i.e., 1040, 1120, 1065) selected for correspondence examination
• Tips to avoid a return being selected unnecessarily
• Proper techniques for answering inquiries by mail or telephone
• How to save time unless you enjoy listening to the IRS's music while you wait for someone to answer
• How to request a field examination
• Delays of tax refunds
• Earned income credit inquiries
• Appealing a correspondence audit's negative findings
• How to avoid penalties
• Overview of 1099 reporting
• Researching the IRS Manual

Learning Objectives

• Understand the IRS audit selection criteria.
• Understand the IRS audit selection criteria.
• Learn how to eliminate unagreed cases that require resolution by the IRS appeals function.

Table of Contents

Welcome CPE

  1. Mission Completed  1. IRS Correspondence and Matching Programs (107 minutes)


NASBA field of study: 2 hours CPE Credit


Trainer: Stuart P Sobel

Type: OnDemand

Level: Beginner

Subject: IRS

Duration: 1 Hour 47 Mintues

Released: June 27, 2014

Register Price: $39.00

Register With NASBA: $79.00


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