CFO Solutions to IRS Problems

CPE Credits: 4 Credits Program Level: Basic

Course Description

Many CPAs are becoming full-time or fractional CFOs for small businesses. In that role they are the resident expert in finances, cash flow planning, and budgeting, but what about dealing with the IRS? The IRS has broad powers to assess and collect taxes. From removing penalties to criminal prosecutions, this course focuses on how CFOs can prevent problems with the IRS and develop winning strategies if the IRS comes knocking.

Program Content

  • The authority of the IRS in assessing and collecting taxes
  • Common misconceptions when dealing with the IRS
  • Common questionable actions by taxpayers
  • How to prepare for an IRS audit
  • The seven options in IRS collections
  • Possible criminal tax violations by CFOs and small business owners

Learning Objectives

After completing this course, participants will be able to:
  • Identify the authority and regulations of the IRS
  • Develop a plan of action to prepare for an audit
  • Recognize questionable tax strategies by owners
  • Develop a plan for unpaid taxes
  • Recognize possible criminal tax violations

Who Should Attend

CPAs and finance professionals.
About Your Instructor - Robert Nordlander

Investigations, not just theory

For two decades, Robert Nordlander worked inside IRS Criminal Investigation, uncovering complex cases involving tax evasion, money laundering, embezzlement, and fraud. Today, as a CPA and Certified Fraud Examiner, he brings that same investigative discipline to forensic accounting and tax resolution. His experience has shaped bestselling books, national training programs, and the Fraud Fighter podcast — and now, this self-study library. Real federal experience, distilled into practical knowledge for CPAs and attorneys.

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ForensicsCPE is where you learn about Robert Nordlander's forensic accounting courses. When you enroll, you're directed to our authorized third-party CPE partner's site, which is a NASBA-registered sponsor on the National Registry of CPE Sponsors. That partner handles secure checkout, course delivery, final exams, CPE reporting, and issuing your completion certificate.

Courses are offered as NASBA QAS Self-Study through our CPE partner. State boards of accountancy have final authority on the acceptance of any individual course for CPE credit, so verify the course meets your specific state's requirements before enrolling.

Self-study access windows are set by our CPE partner and are noted at checkout (typically valid for a set period from your purchase date). You can start, stop, and resume within that window.

Refund and complaint resolution requests are handled by our CPE partner in line with their published policies, which are shown at checkout. Complaints about a registered sponsor can also be submitted directly to NASBA's National Registry of CPE Sponsors at nasbaregistry.org.

The courses are written for CPAs, CFEs, and other accounting professionals who want practical forensic accounting skills — whether you're building a forensic accounting practice area or handling an occasional litigation or divorce engagement.

Yes. Robert speaks and presents live CPE sessions for firms, state societies, and organizations. For live or custom training, contact [email protected].