The filing deadline may be over, but IRS notices, audit concerns, and unresolved client issues often continue long after tax season ends.
This course, presented on May 19, 2026, focuses on helping professionals navigate extension penalties, IRS correspondence, audit preparation, amended returns, and compliance risks that frequently arise after April filing deadlines.
Doug Stives, CPA, MBA, provides practical guidance on how to respond to IRS notices, communicate effectively with the IRS, avoid common extension payment errors, and help clients navigate post-filing tax challenges.
Additional coverage includes Required Minimum Distributions, charitable contribution rule changes, statute of limitations issues, and emerging planning opportunities involving Trump Accounts.
This course is designed to help professionals reduce risk while managing complex client situations with greater confidence.
Learning Objectives
After completing this course, participants will be able to:
- Respond appropriately to IRS notices
- Identify common audit triggers
- Evaluate amended return situations
- Avoid extension payment penalties
- Explain statute limitations rules
- Apply RMD rules
- Review charitable contribution changes
- Understand Trump Accounts
FAQ Section
Does this course cover audits?
Yes. The course discusses audit preparation and common audit triggers.
Will IRS notices be covered?
Yes. IRS correspondence is a major focus.
Does this include post-filing strategy?
Yes. The course focuses heavily on post-filing responsibilities.
Are amended returns discussed?
Yes.
This course counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
About the Presenter:
Doug Stives is considered a worldwide leader in public and management accounting by AICPA & CIMA. He is a CPA, MBA, and recently retired professor of Accounting at Monmouth University and a professional speaker at many organizations and conferences. Doug was honored as Monmouth's Outstanding Business Professor of the Year in 2009, 2016, and 2024 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. Frequent media exposure includes The Wall Street Journal and other national publications and television, including CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug was once dubbed as the "Most Tax Efficient Man in America" by the Wall Street Journal.
