November 14, 2023


Webinar


1 CPE

Webinar (CA): Handling the New IRS Global High Wealth Examinations 2023

November 14, 2023
Webinar
1 CPE

Webinar (CA): Handling the New IRS Global High Wealth Examinations 2023

  • Instructor

    Steven
    Toscher

  • Instructor

    Cory
    Stigile

  • Instructor

    Michel
    Stein

Learning Objectives

Determine the Global High Wealth Group audit program, Identify strategies to minimize risk from Global High Wealth Group audits, and Recognize techniques in handling and advising clients examined by the Global High Wealth Group

Major Topics

• Better understand the "Wealth Squad" examination process
• Know what foreign and domestic audits issues will be scrutinized during a "Wealth Squad" examination
• Decipher "Wealth Squad" document requests and summonses, and
• More easily identify key strategies to minimize exposure from a "Wealth Squad" examination.

CPE Credits Available

1 CPE
1
Taxes

Things to Know About This Course

Course Level

  • Update

Prerequisites

None

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial advisors, and lawyers

Provider

California CPA Education Foundation

This event has ended.