The Sales Tax Exam vs. the Federal IRS Exam: What to Do When the Sales Tax Audit Becomes an IRS Audit
Inland Empire Chapter In-Person Meeting

Date/Time:

Wednesday, September 18, 2024
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Topic: 

So, you may have handled an IRS audit, or maybe just a state sales tax audit. This presentation will walk you through how sales tax audits are done and do so by comparing 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.

Presenter: 

Leighanne Lafrenz Nickle, CPA, MBA
Ms. Nickle is a California licensed CPA with 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 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. Ms. 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. She also is a Speaker/Trainer for Tax Rep Network, LLC where she speaks on and trains other tax professionals on IRS tax representation methods and strategies.

CPE Information:

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

IRS: 18QC1-T-02028-24-I
CTEC: 1000-CE-5484

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost: (online registration only accepted through Sunday, September 15, 2024 at 11:59 PM PST)
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Cost: (if registering after Sunday, September 15 at 11:59 PM PST)*
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

NOTE: Online registration only accepted through Sunday, September 15, 2024, 11:59 pm. Late registration can be made with the chapter after online reservations close. Late registration Members: $50.00, Non-Members: $80.00. For late registration please email [email protected] OR [email protected]. Provide name, PTIN, CTEC numbers and meal choice. We will respond within 24 hours. Pay on-site, check or cash only, no credit cards. Limited space will be available for Walk-Ins. Late registration applies.

Questions? Please contact Hilde Morrow, email: [email protected], phone 951.836.3006 or Chapter email: [email protected].

Cancellation and Refund Policy for Meeting Purchase: 
Written 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.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.