2010 Seminars

The Collection Process Balancing Customer Service and Compliance

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Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 29, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Small Business/Self-Employed operating division delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

This seminar will explore the IRS collection process focusing on basic Collection practices and initiatives. The session will highlight IRS efforts to improve service so that voluntary compliance is easier and to enforce the law to ensure all taxpayers meet their obligation to pay taxes. IRS speakers will discuss the expectation to work through each case in a timely manner and address how using the appropriate actions and tools helps the IRS better serve the public.

 

Price: $49.00

Refund Offset, Injured Spouse and Manual Refunds

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Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner


 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 29, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Wage and Investment operating division delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

This presentation addresses Form 8379, Injured Spouse Allocation. The seminar will provide eligibility requirements on how to make an allocation, most common mistakes and an overview of the refund offset process.

 

By the end of this presentation you will:

Price: $49.00

Circular 230 - A Primer

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Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Ethics (NASBA and IRS)

Seminar Level: Beginner

 

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 28, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Office of Professional Responsibility (OPR) delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

This presentation is an introduction to Treasury Circular 230 for those unfamiliar with these regulations and for those who will be registering as paid tax return preparers for the 2011 tax season.

 

By the end of this presentation you will:

Price: $49.00

What's New for Return Preparers

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Target Audience: CPAs

Field of Study: Taxation (NASBA)

Seminar Level: Beginner

 

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

THIS SEMINAR IS NOT AN APPROVED CONTINUING EDUCATION COURSE BY THE IRS RETURN PREPARER OFFICE.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 27, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The IRS Return Preparer Office delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

In January 2010, the IRS announced multiple proposals to increase oversight of federal tax return preparers. Attend this session to find out how you will be affected and what steps you need to take before next filing season. This presentation will address registration, preparer tax identification numbers, user fees, competency testing, continuing education, and more. In addition, learn about the new legislative mandate requiring certain return preparers to file returns electronically beginning in 2011.

 

By the end of this presentation you will:

Price: $49.00

Information Return Penalties

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Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner

 

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 27, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Small Business/Self-Employed operating division delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

Financial institutions must file information returns to report certain types of payments. This session will focus on the ways to avoid information return penalties including ensuring the accuracy of filed documents. It will also address using the Filing Information Returns Electronically (FIRE) system to file information return forms.

 

By the end of this presentation you will:

Price: $49.00

Roth Conversions/Retirement Planning for Life Events

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Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner

 

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 27, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Employee Plans (EP) unit of the Tax Exempt and Government Entities division delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

"Life events" affect your retirement plans. Learn how job termination, hardship and retirement, to name a few, can impact retirement savings. This session will also provide information on the new 2010 Roth conversion rules and other hot retirement plan topics.

 

By the end of this presentation you will:

Price: $49.00

The Lien Process - Your Options

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Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner

 

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 27, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Taxpayer Advocate Service (TAS) delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

Price: $49.00

First-Time Homebuyer Credit

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Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner

 

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 28, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Taxpayer Advocate Service (TAS) and the Wage and Investment operating division jointly delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

Price: $49.00

Form 2555 and the Foreign Earned Income Exclusion

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Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 29, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Large Business and International operating division delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

Susie, a US citizen, is starting a new career in Rome, Italy, and may be eligible for some special tax benefits. Learn the rules for obtaining these benefits, including the foreign earned income exclusion, the foreign housing exclusion, and the concepts of tax home, physical presence test, and bona fide resident test. In addition, learn how Susie should complete her Form 2555. Grab a cappuccino, hop on your Vespa, and join us for a trip to Italy!

Price: $49.00

Withholding on Foreign Athletes and Entertainers - Special Withholding Rules

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Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner

 

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

IRS COMMUNICATIONS AND LIAISON 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.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON July 28, 2010, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Large Business and International operating division delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2010.

Price: $49.00
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