Tax Procedure
Total Credits: 2 including 2 Taxes - Technical
- Average Rating:
- 10
- Categories:
- ACPEN Industry Institute | ACPEN Tax Institute | Tax | IRS Approved
- Faculty:
- Allison M. McLeod, LL.M., CPA
- Course Levels:
- Basic
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Basic Course Information
Learning Objectives- Describe the audit process from the initial filing of the return to collections.
- Determine the options available to taxpayers at each stage of the audit process.
- Ascertain risk factors to consider in determining the best course of action for the client.
- Apply the soft skills needed when interfacing with the IRS audit team to achieve the best possible result.
Major Subjects
- Filing a tax return
- IRS audit
- RS Appeals
- Collections and litigation at courts of original jurisdiction
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Tax Procedure Handout (653.8 KB) | Available after Purchase |
IRS Credit Request (136.5 KB) | Available after Purchase |
Faculty

Allison M. McLeod, LL.M., CPA Related Seminars and Products
Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas. She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England.
Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.
Professor McLeod has taught at the university level graduate classes on Ethics, Tax Research, Multi-jurisdictional Taxation and Corporate Income Tax. She also lectures in Financial Accounting and Individual Taxation on an undergraduate level. She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC. Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation. She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses. Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty. She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.
Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.
Dates
Wed, Apr 23, 2025 - 05:00pm to 06:54pm EDT
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Thu, May 01, 2025 - 10:00am to 11:54am EDT
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Tue, May 20, 2025 - 12:00pm to 01:54pm EDT
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Mon, Jun 02, 2025 - 02:00pm to 03:54pm EDT
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Wed, Jun 18, 2025 - 12:00pm to 01:54pm EDT
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Wed, Jul 16, 2025 - 12:00pm to 01:54pm EDT
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Mon, Jul 21, 2025 - 09:00am to 10:54am EDT
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Sat, Aug 02, 2025 - 02:00pm to 03:54pm EDT
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Wed, Aug 20, 2025 - 12:00pm to 01:54pm EDT
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Wed, Sep 17, 2025 - 12:00pm to 01:54pm EDT
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Mon, Sep 22, 2025 - 09:00am to 10:54am EDT
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Thu, Oct 02, 2025 - 02:00pm to 03:54pm EDT
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Wed, Oct 15, 2025 - 12:00pm to 01:54pm EDT
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Wed, Nov 19, 2025 - 12:00pm to 01:54pm EST
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Fri, Nov 21, 2025 - 09:00am to 10:54am EST
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Tue, Dec 02, 2025 - 02:00pm to 03:54pm EST
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Wed, Dec 17, 2025 - 12:00pm to 01:54pm EST
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Wed, Jan 21, 2026 - 09:00am to 10:54am EST
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Wed, Jan 21, 2026 - 12:00pm to 01:54pm EST
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Mon, Feb 02, 2026 - 02:00pm to 03:54pm EST
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Wed, Feb 18, 2026 - 12:00pm to 01:54pm EST
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Wed, Mar 18, 2026 - 12:00pm to 01:54pm EDT
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Sat, Mar 21, 2026 - 09:00am to 10:54am EDT
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Thu, Apr 02, 2026 - 02:00pm to 03:54pm EDT
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Wed, Apr 15, 2026 - 12:00pm to 01:54pm EDT
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Wed, May 20, 2026 - 12:00pm to 01:54pm EDT
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Thu, May 21, 2026 - 09:00am to 10:54am EDT
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Tue, Jun 02, 2026 - 02:00pm to 03:54pm EDT
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Wed, Jun 17, 2026 - 12:00pm to 01:54pm EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For This course is ideal for CPAs, EAs, or other tax professionals.
Original Recording Date 06/2022
Course Developer Allison M. McLeod
Date Added to Catalog 05/17/2022
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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