So, you may have handled an IRS audit, or maybe just a state sales tax audit. This workshop will walk attendees through how sales tax audits are done and do so by comparing and contrasting these techniques with IRS examination techniques for both income tax and Federal Excise Tax. We will review the techniques used by the various states and how practitioners can help protect their client from the overzealous state auditor. The program will compare the state audit techniques used by the IRS auditors, so practitioners get a well-rounded review and comparison between the two approaches and what they need to know to help their client handle each type of audit. In particular, we will focus on dealing with the State of California.
This special workshop will include the following:
A review both federal and state audit techniques
A review of the different approaches taken by states than that of the IRS
A discussion of alifornia sales tax issues and audit techniques in particular
A detailed discussion of preparing for the audit
Dealing with the auditor, the request for interview and the Quickbooks file
What to do if the client’s records are less than stellar
Issues surrounding cash intensive businesses
The income tax impact of the bad sales tax audit
Preparing and handling the appeal
The workshop will include detailed exhibits, forms, and reviews of actual cases to illustrate the good and bad that can go on, and what to do when the audit starts to go off the rails. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Explain both the IRS and state audit selection process
Identify similarities and differences in the approach to testing for federal and state audits
Describe how the audit process is different from the state testing techniques and the federal testing techniques
Explain issues surrounding cash-intensive businesses
Describe how the approach to Appeals is different with various states vs the IRS
Due to the in-depth nature of this workshop, attendance is limited, so all attendee questions can be answered.
ABOUT THE SPEAKERS
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped hundreds of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.
Mrs. Nickle is a California licensed CPA with a forensic accounting and tax practice in Rancho Cucamonga, California. Leighanne has over 20 years working in both public accounting and private industry. Mrs. Nickle owns and operates a California CPA firm, where the focus of her practice is representing taxpayers before the Internal Revenue Service, California Franchise Tax Board, the California Department of Tax and Fee (CDTFA), the California Employment Development Department (EDD), and California Child Support offices in Orange County, CA. In addition, she has served as an expert witness for civil and criminal court proceedings regarding forensic accounting, tax, payroll issues, and child support payments.
Leighanne currently serves as the Vice-President for the Inland Empire Chapter of the California Society of Tax Consultants, where she oversees continuing education and work as the liaison between the chapter and the IRS Stakeholders Liaison.
Mrs. Nickle also serves on the Committee on Tax (COT) with CalCPA (California CPA). As a member of the COT, she works directly with the California Franchise Tax Board (FTB) on tax matters and acts as a liaison between the local and state chapter and the California Franchise Tax Board.
- Explain both the IRS and state audit selection process
- Identify similarities and differences in the approach to testing for federal and state audits
- Describe how the audit process is different from the state testing techniques and the federal testing techniques
- Explain the issues surrounding cash intensive businesses
- Describe how the approach to Appeals is different with various states vs the IRS
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 3 hours
IRS CE: 3 hours
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-T-00248-22-O
Title: The Sales Tax Exam vs. the Federal IRS Exam
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (firstname.lastname@example.org) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to email@example.com.
CPE Credits & Field of Study: Recommended 3 CPE Credit Hours in the Field of Taxes. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.