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CSTC Academy - Audit Reconsideration
Tuesday, July 07, 2020, 8:30 AM - 10:10 AM PDT
Category: CSTC Academy

Tuesday, July 7, 2020
8:30 AM to 10:10 AM

Topic: Audit Reconsideration
Speaker: LG Brooks, EA, CTRS
2 Federal Tax Law Hours
IRS: 18QC1-T-01351-20-O
CTEC: 1000-CE-4745

Course Description:
Subsequent to an "un-agreed" or non-productive tax audit or examination (whether federal or state), usually taxpayers are left with few choices or options to challenge the results of their case. Although taxpayers usually have a "right" to file an Appeal regarding a post-audit issue, some taxpayers, as well as practitioners, are intimated by this formal process. However, taxpayers, as well as practitioners, should be aware that a "second chance" option exists which avoids the preparation of a formal Appeal which is known as the request for an "Audit Reconsideration".This presentation is designed to discuss & explain the "audit reconsideration" process and to provide suggested guidance concerning the proper preparation of an "audit reconsideration" request which can be very effective and which usually prevents the preparation of a formal Appeal.

Knowledge Level: Intermediate

Learning Objectives:

#1: Benefit #1 will be the knowledge of how an audit reconsideration should be prepared and more importantly why the taxpayer or practitioner should consider such action.

#2: Benefit #2 provides the attendees the legal and administrative guidelines required regarding the preparation and submission of an audit reconsideration.

#3: Benefit #3 will outline the various approaches & formats that should be considered with respect to drafting the audit reconsideration and the explanation of what types of documentation and information that should be provided with an audit reconsideration to validate the taxpayers' position.

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.


Contact: [email protected] or 949-715-4192