IRS Examination or DOL Investigation: How to Win!

Tuesday, May 15, 2018 - 1:00pm2:15pm

Can you really “win” a DOL investigation or IRS audit? Yes, it is possible to successfully conclude an examination or investigation by incorporating very simple planning and procedural techniques. This session will provide insight on how to engage with an IRS agent or DOL investigator to reach a positive outcome.

By attending the session you will:
- Recall how the IRS and DOL enforcement processes generally work.
- Identify tips for successfully engaging with the DOL and IRS.

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CPE Credit: 
Advanced Preparation: 
Speaker(s) Speaker Details Session(s)
Lisa Germano CPA, CGMA, JD , President, Actuarial Benefits & Design Company, Midlothian, Virginia EP, 9
David Levine JD, Principal, Groom Law Group, Washington, District of Columbia 9, 43, 63
Klaus Placke Acting Regi, Employee Benefits Security Administration - San Francisco Regional Office, San Francisco, California 9, 35, 53, 204, 71