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2012 Seminars

  • A Taxing Matter - Retirement
  • Be an Educated Preparer on Education Credits
  • Changes to the Innocent Spouse Relief Program
  • Current Estate and Gift Tax Issues
  • Heads Up! Keeping Current on Exempt Organizations
  • Helping Your Client Understand their Rights
  • Key Circular 230 Provisions: What Every Tax Return Preparer Needs to Know
  • Meeting Your EITC Due Diligence
  • Overview of 2012 Income Tax Law Changes
  • Overview of Circular 230 and Office of Professional Responsibility for the Newly (or Aspiring) Registered/Enrolled Practitioner
  • Real Estate Concerns for Individuals
  • Trust Fund Recovery Penalty: Do You Know How to Navigate Appeals Collection When the Stakes are High? (Part 2)
  • Trust Fund Recovery Penalty: Do You Know How to Navigate Appeals Examination When the Stakes are High? (Part 1)
  • Understanding Payment Card, Third Party Network Payments and Basis Reporting
  • Update from the IRS Return Preparer Office (2012)

2011 Seminars

  • A Day in the Life of an Exempt Organization’s Audit
  • Advocating for Your Client in Innocent Spouse Cases
  • Appeals – Our Role in Resolving Offers in Compromise
  • Appeals – Our Role in Resolving Penalty Issues
  • Basics of New Estate Tax Law
  • Earned Income Tax Credit: Due Diligence for Preparers
  • Goldilocks and Retirement Plan Contributions
  • Highlights of 2011 Tax Law Changes—Individual and Business
  • Keeping Current with IRS Collection
  • New Information Reporting Requirements for TY 2011 and 2012
  • Power of Attorney and Other Third Party Authorizations
  • Small Business Health Care Tax Credit
  • The Foreign Tax Credit for Individuals
  • Update from the IRS Return Preparer Office

2010 Seminars

  • Circular 230 - A Primer
  • Estate and Gift Tax Law - What to Expect for 2010 Tax Returns
  • First-Time Homebuyer Credit
  • Form 2555 and the Foreign Earned Income Exclusion
  • Information Return Penalties
  • Refund Offset, Injured Spouse and Manual Refunds
  • Roth Conversions/Retirement Planning for Life Events
  • The Collection Process Balancing Customer Service and Compliance
  • The Lien Process - Your Options
  • What's New for Return Preparers
  • Withholding on Foreign Athletes and Entertainers - Special Withholding Rules

2009 Seminars

  • Appeals - Effectively Representing Your Client - Collection Issues
  • Appeals - Effectively Representing Your Client - Examination Issues
  • Automated Under Reporter (AUR) and Correspondence Exam Audits (CCS)
  • Reporting and Withholding on Payments to Foreign Persons - A Broader Perspective
  • SEP Plan Pitfalls: Use the IRS SEP Plan Fix-It Guide to Keep Your Clients Out of Trouble
  • Staying Focused on the Basics: A Guide to the Collection Process

Audit-Only Seminars

  • Auction and Consignment Sales
  • Changes to the ITIN Acceptance Program
  • Charities and Their Volunteers
  • Debt Cancellation
  • Filing W-2
  • Form 990, Information Return Workshop
  • International Issues for Individuals
  • Retirement Plans for the Self-Employed
  • Weathering the Storm: Helping Exempt Organizations in Troubled Times

Archive

  • 2008 Income Tax Law Changes
  • Circular 230: 2009 Style
  • e-file 101: It's Not Too Soon to Prepare for the e-file Mandate
  • EITC Due Diligence Requirements
  • EITC Tips and Tools
  • Overview of 2010 Tax Law Changes

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