TRN Special Fundraiser
[Fundraiser] Handling an IRS Office Audit
Wednesday, September 18, 2024 | 1pm – 3pm Eastern | via Live Webinar
2 Hours for EAs and CPAs
This program is a fundraiser with all proceeds going to the scholarship fund for Women, Words & Wisdom, a 501(c)(3) charity.
In this special program attorney Eric Green is joined by his Tax Rep Member and former IRS Audit Supervisor Jo-Ann Weiner to bring some clarity to tax professionals on how to handle an IRS office exam from initial notice to audit closing letter. Attendees will walk through the process from the IRS side and see what the IRS expects in terms of support and explanation, and how to handle missing documents and reconstruction issues. Get the inside scoop from the woman who managed both office audits and revenue agents in the field, and went on to handle all of the restitution based assessments from criminal tax cases on behalf of the IRS.
ABOUT THE SPEAKERS
Eric Green – Attorney and Founder, Tax Rep Network
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 thousands 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.
Jo-Ann Weiner, EA, CFE – Founder, J. L. Weiner & Associates, LLC
She has over 35 years of experience with the IRS as a Revenue Agent auditing federal tax returns and working as a special enforcement agent on civil cases, criminal cases, and grand jury cases. She has served as an expert witness testifying in court for the government. Jo-Ann worked for the IRS as an outside contractor teaching Corporate Taxation to IRS Revenue Agents.
As a Director and Board Member for the New Jersey Society of Enrolled Agents, she teaches technical tax topics to South Jersey accountants. In that capacity she taught a course on Indirect Methods of Proving Income and another course on Self-Rentals. Recently Jo-Ann was invited to teach Form 1099-MISC by Lorman Seminars. She serves as a guest lecturer at Rowan College at Burlington County.
Jo-Ann received NAACP’s Frances Hooks Award in 2014 for “showing courage in promoting diversity and building bridges across cultures.” Jo-Ann volunteers her time to the American Heart Association.
EDUCATION INFORMATION
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Taxation
CPE: 2 hours
IRS CE: 2 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-00375-24-O
Title: Handling an IRS Office Audit Like a Pro
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) 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 team@taxrepllc.com.
CPE Credits & Field of Study: Recommended 2 CPE Credit Hours in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour
