November 14, 2023


1 Total CPE Credits


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

Total CPE

Things to Know About This Course

Course Level

  • Update



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


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 49 49
  • COCPA Non-Member

    $ 59 59
    Your Price

Please login to register.