Careful Steps to Take When You Have an IRS Eggshell Audit

Date: Available 24/7 CLE Credits: 1 General

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Course Description

This program was recorded on December 17th, 2018

Course defines an eggshell audit and why an eggshell audit is extremely important when you have a potential client with criminal exposure. The course reviews various professional client privileges including the Kovel Accountant. It is important to understand how these privileges may impact an eggshell audit. Knowing the facts that could trigger an eggshell audit is critical. This course will prepare professionals on how to prepare for such a possibility. Professionals need to understand what a trained IRS Revenue Agent may see that could cause a criminal investigation referral.

The course will explain indicators that may tell you that a revenue agent may be looking to refer your client’s case to criminal investigation. Professionals will get tips on how to respond to IRS inquiries and what to do when IRS demands to directly interview your client or requests an extension of the statute of the limitations.

Besides learning how to represent your client when confronted with an eggshell audit, you will learn whether an immediate return amendment is in the best interest of your client where errors are uncovered. Just as important, you will learn how to protect yourself from any professional harm while representing this type of client.



  • Frank Rooney
    Mr. Rooney is a graduate of the George Washington University National Law Center with honors, has a Master's Degree in Taxation from Georgetown University Law Center, and is a former attorney with the IRS National Office in Washington, DC. Mr. Rooney also passed the CPA examination. He is an expert in relieving taxpayers from IRS problems. Besides his tax practice, Mr. Rooney has taught tax courses at George Washington University Business School, & the VPI School of Business. He also conducts lectures of tax matters for private & governmental agencies and professional groups. Mr. Rooney is licensed to practice law in Colorado, Virginia, Maryland and Washington, DC.

    Contact Frank Rooney
      • 1 General Credit
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      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. What is an Eggshell Audit
    2. Triggers to watch for
    3. How to respond properly to IRS inquiries
    4. Favorable Results

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