Resolving audits with the IRS and state tax agencies requires an understanding of the process as well as strategic analysis.
Using a case study comprising recent client audit issues, our speakers will provide advice on managing client expectations and anxieties as well as offer insights on negotiating with federal and state authorities to settle the tax controversies favorably.
The speakers will also address best practices for avoiding costly federal and state audits.
Registration/Networking - 7:30 a.m.
Program - 8:00-9:00 a.m.
This event is being offered as a free education session. Space is limited, so register early.
300 TradeCentuer, Suite 7600
Woburn, MA 01801
About the Presenters
Audrey concentrates her practice on estate planning, representing business owners, family offices and corporate fiduciaries. She counsels business owners on tax, retirement and succession planning as well as trust and estate administration. Audrey also works with foundations and other charitable organizations on tax and administration matters. She resolves gift, estate and income tax return examinations at the state and federal levels and frequently represents clients at the IRS Office of Appeals. Audrey formerly worked as the Washington National Tax Director for private client services at an international accounting firm and at an AM 100 law firm.
Kolbie is an associate in the Tax Department. She advises individuals on income tax planning and entities on compliance with ERISA and the Internal Revenue Code. Kolbie received her B.A. from the University of Virginia and her J.D., from the University of New Hampshire Franklin Pierce School of Law.