Currently, all CPE and networking events are offered virtually only. Visit our updated catalog »

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

Description

The Global High Wealth Group is an industry group created by the IRS LB&I in 2009. The purpose of the Global High Wealth Group (also known as the “Wealth Squad”) is to bring together an IRS team of specialists to conduct detailed examinations of complex returns of high wealth individuals and their related entities. The IRS recently updated the Internal Revenue Manual governing high wealth audits and is poised to start the examination of hundreds of high net worth taxpayers this year. These examinations will typically involve pass-through businesses, related trusts, foreign holdings, tiered partnerships, and related tax-exempt organizations.

Learning Objectives

• To understand the Global High Wealth Group audit program,
• Learn strategies to minimize risk from Global High Wealth Group audits, and
• Master 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.

Provider
California CPA Education Foundation
Course Level
Overview
CPE Field of Study
Tax
1
Who Should Attend

Accountant/CPA Lawyers Financial Advisors

Instructor(s)
Steven Toscher Cory Stigile Michel Stein
Prerequisites

None

Advanced Preparation

This webinar is produced by AICPA. 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.

Location
Webinar
Event Information
When
Jun 29, 2021
10:00 am - 11:00 am MDT
Location
Webinar
Total CPE Credits
1
Format
Webinar

MEMBER


$ (% off)
$39.00

NON-MEMBER


$ (% off)
$49.00
Become A Member

Register for this Event

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


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×