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L1.03.21 - IRS Exam Process - (2 CE)

The IRS Examination Process

IRS Program #: XQQU-T-00738-21-O/S
CE: 2
Speaker: Alan Pinck, EA

This course provides a broad overview of the IRS examination process, beginning with return selection through resolution of the examination. Participants will understand the options available for challenging an adverse examination result.

Learning Objectives:

  • Learn the difference between different types of examination employees and the types of cases those employees handle.
  • Describe the lifecycle of an examination case from selection to completion.
  • Understand the role of Appeals and the U.S. Tax Court in resolving examination controversies.

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.