EBP2314. IRS Top Qualification Issues Identified on Exam

Come learn the new techniques IRS is using to identify plans to examine and how this process is data driven and fast paced. Using resources now available to them, IRS is data mining and using letters and specific questions for selected plans to use for a full examination.

Learning Objectives:

• Differentiate an examination letter compared to a letter of inquiry.
• Apply tools to understand how IRS looks for compliance areas to focus their resources.
• Identify options available for plans under examination to correct failures and how to report them.