Audits - Before & After/Settlement Options
San Francisco Bay Chapter Virtual Meeting

Date and Time:

Wednesday, May 8, 2024
6:00 PM - 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

This presentation is designed to discuss, explore, demonstrate and explain proper audit representation procedures and guidelines to be prepared for audits & examinations of corporate & individual taxpayers before Federal & State taxing authorities. Additionally, “Open Audit” settlement or negotiation tactics as well as “Post Audit” settlement options (to include Appeals) will be addressed during this presentation.

Presenter:

LG Brooks, EA, CTRS
LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. However, LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs and EAs which is headquartered in Buffalo, NY. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax-Court Litigation Support Services. LG continues to provide tax presentations for numerous tax and accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI). He is currently a faculty member of the National Tax Practice Institute (NTPI) and he is extremely proud and honored to be an Enrolled Agent. 

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-01970-24-O
CTEC: 1000-CE-5413

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $30
Non-Members: $60

Cancellation and Refund Policy for Webinar Purchase: 
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.