Description: There is more to an audit than presenting documents; in this session you will learn how to best prepare yourself and your client for the appointment. Understanding the process is one thing; being ready is another. Over the course of this session you will gain an understanding on how to best prepare for the examination from the initial contact to the final folder.
S36-The Audit is Next Week: Are You Ready?
Friday, June 28 | 1:20 pm - 3:00 pm
2 hours Federal Tax Law (EA, CRTP, OTRP)
2 hours Taxes/Tax Planning (CPA, CFP)
1.75 hours Taxation Law (Attorney – CA Bar MCLE)
2 hours (CSEA/NAEA)
Speaker: Alan Pinck, EA
1. Learn how to prepare an audit review
2. Look at the entire return not just what is being asked for
3. See why and how to prepare a Cash-T Analysis
4. Learn how to prepare a bank deposit analysis (BDA)
Learning Level: Intermediate
Prerequisites: Some audit experience helpful
Advanced Preparation: None