Course · 7 lessons · 32 min · Working

Audit Defense & Documentation

Building claims that survive contact with an examiner.

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Syllabus

Audit-ready documentation: what holds up and what does notBrief · 3 min The R&D credit documentation playbook: what to capture, when, and whyGuide · 10 min Reading a cost segregation study the way an IRS examiner wouldGuide · 7 min Anatomy of an IRS exam: from first letter to 30-day letterBrief · 3 min The IRS Independent Office of Appeals: protests, hazards, and when to use itBrief · 3 min The Section 6662 accuracy-related penalty, and how specialty credits trigger itBrief · 3 min Statutes of limitations: assessment, refunds, and why timing kills late claimsBrief · 3 min

What you’ll be able to do

Build contemporaneous files that map evidence to legal tests
Anticipate the specific challenges examiners raise on specialty claims
Navigate IDRs, 30-day letters, and the exam timeline
Decide when Appeals is the right forum
Assert reasonable-cause and disclosure defenses correctly

About this course

Specialty tax positions are won or lost on the file. This track covers contemporaneous documentation as a discipline, what IRS examiners are instructed to challenge, the exam process itself, Appeals, and the penalty rules that decide how expensive being wrong turns out to be.

Progress is stored only in your browser. Lessons are ordinary articles — every one stands alone, and the sequence is the curriculum.

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