Course Description
Scroll Down to Register
This is a Beacon Hill Course-in-a-Book® –CE courses based on popular industry books written specifically for financial advisors.
Drawing on material pulled directly from IRS training manuals, this course provides an overview of the IRS tax-audit process. It enables advisors to guide clients on how to prepare for an audit, what to expect, how to limit the scope of an IRS investigation, how to prepare and prove a solid case, how to interact with agents, and options for appeal.
Course Information
Open link above to view Table of Contents and Learning Objectives.
Program Delivery Method: Self-study
Course Text: Surviving an IRS Audit by Frederick W. Daily (218 pages, 3rd Ed., 2013, Nolo).
This course includes a printed book and study guide, which we mail to you.
If you already own the book, or you obtain the e-Book from the publisher,
you may purchase the study guide and exam only. Choose "Exam Only" below.
Course Exam: Included in price (including retakes).
Exam questions are online and may be printed
A copy of the exam questions is included with all print (mailed) courses
Course Exam: Included in price (including retakes)
Exam questions are online and may be printed
A copy of the exam questions is included with all print (mailed) courses
Taking Exam: Take exam online from your "My Courses" page
Exam may be started, stopped, & resumed
Results and certificate available immediately
Subject Codes/Fields of Study: Taxes
Program Level of Complexity: Overview
Course Prerequisites: None
Advance Preparation: None
CE Credit Information
This course is registered with the CFP Board (Course ID #198554)
CFP® CE credit available in all states
Program Sponsor Information
CFP Board: #1008. CFP Board credits are reported weekly
