Responding to audits in the private client sector: Recent lessons and observations

This paper sets out some lessons and observations on recent private client audits by federal and state tax authorities, in particular in relation to what clients can expect, understanding their audit risk, and knowing what steps are important in an audit to prepare for a later tax dispute. Presented on 19 March 2025 To access this paper, please click: Responding to audits in the private client sector: Recent lessons and observations ...