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2021 Seminars

Advocating for Taxpayers in Order to Avoid Abusive Tax Schemes
Be Tax Ready – Understanding Rules for Due Diligence and the Child Tax Credit and Earned Income Tax Credit
Charities & Tax-Exempt Organizations Update
Closer Look at the IRS Independent Office of Appeals
Collection Flexibilities During Difficult Economic Times
Common Issues Presented to OPR and Best Practices to Address Them
Determining an Individual’s Tax Residency Status
e-Services and You
Gig Economy
Helping You and Your Clients Steer Clear of Fraud and Scams
Key Enforcement Issues
Keynote Address
Keys to Mastering Due Diligence Requirements and What to Expect During a Due Diligence Audit
Overview of Taxpayer Civil Rights
Professional Responsibility Obligations when Practicing before the IRS: OPR and Circular 230
Retirement Plans - IRS Compliance Initiatives
Tax Law Changes from a Forms Perspective
Virtual Currency

2020 Seminars

Advocating for Immigrant Taxpayers
Advocating for Taxpayers with Collection Information Statements
Be Tax Ready – Understanding Eligibility Rules for EITC, AOTC, CTC and Head of Household Filing Status
Diligence in Practice before the IRS: Record-Keeping
Federal Ethics for the Tax Professionals: Office of Professional Responsibility (OPR) and Circular 230
Keys to Mastering Due Diligence Requirements and Audits
Preparation of Form 1040-NR, U.S. Nonresident Alien Income Tax Return
Tax Cuts and Jobs Act (TCJA) Update: Opportunity Zones
Tax Cuts and Jobs Act (TCJA) Update: Qualified Business Income Deduction
Update from the IRS Independent Office of Appeals

2019 Seminars

Diligence in Practice before the IRS: Conducting it Timely and Consistently
Understanding the Circular 230 Disciplinary Process

2018 Seminars

Choosing the Right Retirement Plan
Circular 230: Diligence in Tax Practice
Enhancing the Tax Pro Experience: Navigating the IRS with Communications and Liaison
Highlights of Tax Changes from a Tax Forms Perspective
What is your Authority for That?

2017 Seminars

Business Use of Home; including the Shared Economy
ITIN Program Changes – Implementation of the PATH Act

2016 Seminars

Material Participation, Re-characterization and Activity Based reporting under IRC 469

2015 Seminars

CDP Balancing Test: Advocating for your client before the IRS Office of Appeals in Collection Due Process Hearings

2014 Seminars

Passive Activity Loss Rules for Flow-Through Entities

2020 Audit-Only Seminars

Charities & Tax-Exempt Organizations Update
Créditos Reembolsables
IRS Key Enforcement Issues
Keynote Address
Retirement Plan Distributions, Loans and More
Tax Changes from a Forms Perspective
The Bipartisan Budget Act of 2015’s Centralized Partnership Audit Regime

2019 Audit-Only Seminars

2019 Tax Changes
Advocating for Clients Who Need to Correct Errors on Returns or Request Audit Reconsideration
Advocating for Taxpayers – How the Taxpayer Advocate Service Can Help You and Your Clients
Backup Withholding/Employment Tax Implications
Collection Update
Dealing with Disasters
e-file Identification Number (EFIN) Security Responsibilities
Helping You and Your Clients Steer Clear of the Latest Frauds and Swindles
Learn the Facts about IRS Due Diligence Contacts!
One Year Later…Tax Cuts and Jobs Act (TCJA) Due Diligence Update
Tax Cuts and Jobs Act Update: Qualified Business Income Deduction and Opportunity Zones

2018 Audit-Only Seminars

Advocating for Your Uniformed Client - Military Tax Issues
Get Ready for the Tax Cuts and Jobs Act New Due Diligence Requirements
S Corporation Shareholder Basis
Security and e-services - How to Protect Your EFIN, PTIN, and CAF Number

2017 Audit-Only Seminars

F1042/F1042S compliance
Highlights of 2017 Tax Law Changes
IRS and Security Summit Updates: Making Progress Against Identity Theft
IRS Future State: Working with You to Transform a Vision into Action
IRS Notices Issued after Filing Information Returns (CP2100 or Notice 972CG): What to Do and How to Respond

2016 Audit-Only Seminars

Advocating for your Client Using the Taxpayer Bill of Rights
Affordable Care Act (ACA) Employer and Coverage Provider Information Reporting Requirements
Affordable Care Act (ACA) Employer Provisions
Emerging Issues in Tax Practice Due Diligence
Foreign Tax Credit for Individuals
Highlights of 2016 Income Tax Changes
Identity Theft – The Security Summit Initiative
Knowing Collection in 2016
Recent Developments in Estate and Gift Tax
Refundable Credits – New Rules, New Laws - Learn What’s Changed for your Client
S Corporation Shareholder Stock Basis & Bonafide Shareholder Debt
The Health Care Law and Taxes for Individuals and Families
Your Due Diligence Requirements: What’s New for You in 2017

2015 Audit-Only Seminars

Advocating for Innocent Spouse Relief and Injured Spouse Relief
Appeals: Navigating Collection Cases through the Appeals Process
Appeals: Navigating Examination Cases through the Appeals Process
Common Foreclosure and Cancellation of Debt Issues for Real Property
Helping the Identity Theft Victim
Highlights of 2015 Income Tax Changes
Offers in Compromise: Advocating for Victims of Payroll Service Provider Failures
What to Know When You Owe

Archive

2008 Income Tax Law Changes
2013 New Roth Conversion Opportunitites & Other Retirement Curveballs
A Day in the Life of an Exempt Organization's Audit
A Taxing Matter - Retirement
ABCs of the Premium Tax Credit
Advocating for Levy Release and Return of Levy Proceeds
Advocating for Your Client in Innocent Spouse Cases
Advocating for your Client in issues flowing from the Foreign Account Tax Compliance Act (FATCA)
An Overview of Circular 230 and the Office of Professional Responsibility (OPR) for New Tax Professionals
An Overview of Tax Practice Ethical Rules and the Office of Professional Responsibility (OPR)
Appeals - Effectively Representing Your Client - Collection Issues
Appeals - Effectively Representing Your Client - Examination Issues
Appeals - Our Role in Resolving Penalty Issues
Appeals Independence (Part 1): What Recent Policy Changes Mean for Examination-Sourced Cases
Appeals – Our Role in Resolving Offers in Compromise
Auction and Consignment Sales
Automated Under Reporter (AUR) and Correspondence Exam Audits (CCS)
Automated Underreporter
Automated Underreporter (AUR) and Correspondence Examinations
Automated Underreporter and Correspondence Exam
Basics of New Estate Tax Law
Be an Educated Preparer on Education Credits
Changes to the Innocent Spouse Relief Program
Changes to the ITIN Acceptance Program
Charities and Their Volunteers
Choosing the Right Retirement Plan
Circular 230 - 2009 Style
Circular 230 - A Primer
Collection Alternatives for your Small Business Clients
Current Estate and Gift Tax Issues
Debt Cancellation
Don’t Flunk Out on Education Credits
e-file 101: It's Not Too Soon to Prepare for the e-file Mandate
Earned Income Tax Credit: Due Diligence for Preparers
EITC Due Diligence Requirements
EITC Due Diligence – It’s Everyone’s Business
EITC Tips and Tools
Employee Plans-Retirement Plan Distributions and Related Taxes
Employment Tax Updates
Estate and Gift Tax Law - What to Expect for 2010 Returns
Extra! Extra! Hear the Latest Retirement News and Hot Topics
Filing W-2
First-Time Homebuyer Credit
Form 2555 and the Foreign Earned Income Exclusion
Form 990, Information Return Workshop
Getting the Most Out of Child-Related Tax Benefits
Goldilocks and Retirement Plan Contibutions
Grab the Money and Run? Retirement Plan Loans and Harship Distributions
Heads Up! Keeping Current on Exempt Organizations
Helping Your Clients Understand their Rights
Highlights of 2011 Tax Law Changes - Individual and Business
Highlights of 2014 Income Tax Changes
Individual Shared Responsibility Provision - What You Need To Know
Information Return Penalties
International Issues for Individuals
ITINs and Filing a Tax Return: Advocating for your Client during the ITIN Application Process
Keeping Current with IRS Collection
Key Circular 230 Provisions - What Every Tax Return Preparer Needs to Know
Key Circular 230 Provisions: What Every Tax Return Preparer Needs to Know
Let EITC Due Dilligence Work for You
Major Changes to Improve the ITIN W-7 Process to Secure an ITIN
Meeting Your EITC Due Diligence
New Information Reporting Requirements for TY 2011 and 2012
Overview of 2010 Tax Law Changes
Overview of 2012 Income Tax Law Changes
Overview of 2013 Income Tax Changes
Overview of Circular 230 and the Office of Professional Responsibility for the Newly (or Aspiring) Registered/Enrolled Practitioner
Post Appeals Mediation (PAM): Do you know what to expect during PAM?
Power of Attorney and Other Third Party Authorizations
Preventing and Detecting Identity Theft: Partnering with the IRS to Meet the Challenge
Real Estate Concerns for Individuals
Recent Developments in Estate and Gift Tax
Refund Offset, Injured Spouse and Manual Refunds
Refundable Credit Hot Topics!
Reporting and Withholding on Payments to Foreign Persons - A Broader Perspective
Retirement Plans for the Self-Employed
Return Preparer Fraud: Remedies for the Taxpayer
Roth Conversions/Retirement Planning for Life Events
SEP and SIMPLE IRA Plans – Avoiding Pitfalls
SEP Plan Pitfalls: User the IRS SEP Plan Fix-It Guide to Keep Your Clients Out of Trouble
Small Business Health Care Tax Credit
Staying Focused on the Basics: A Guide to the Collection Process
The Collection Appeal Program (CAP): Do you know what to expect during a CAP Appeal?
The Collection Process Balancing Customer Service and Compliance
The Foreign Tax Credit for Individuals
The Health Insurance Premium Tax Credit for Tax Year 2014 - What You Need to Know
The Lien Process - Your Options
The New Form 706
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
Update from the IRS Return Preparer Office 2012
Weathering the Storm: Helping Exempt Organizations in Troubled Times
What Every Tax Return Preparer Needs to Know: Key Circular 230 Provisions
Withholding on Foreign Athletics and Entertainers - Special Withholding Rules
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