IRS Audit Preparation: Interacting with the Revenue Agent – 5/20/25

About the Webinar:

Date: Tuesday, May 20, 2025

Time: 12 – 1 PM | Eastern

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

What You’ll Learn:

• 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

Who Should Attend:

• CPAs and tax professionals
• CFOs and controllers
• Legal advisors and consultants
• Anyone facing or advising on IRS audits