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Former IRS agent James Pickett and tax controversy expert Chris Stephens break down the IRS audit process and share practical strategies for navigating interactions with Revenue Agents in both SB/SE and LBI audits.

Topics Covered:

• Understanding the IRS examination process
• Key differences: SB/SE vs. LBI audits
• The Information Document Request (IDR) process
• Responding to a Notice of Proposed Adjustment (NOPA)
• Reviewing Revenue Agent Reports (RARs)
• Managerial conferences & appeals
• Tips to influence and negotiate with Revenue Agents