What Happens in a Collection Appeals Hearing

$0.00

Target Audience:  CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax/Tax Related Matters (IRS)

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

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 AT NATIONAL HARBOR, MARYLAND, ON JULY 18, 2018, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

Audit this course (no cost and no credit)

The IRS Office of Appeals Division presented this seminar at the 2018 IRS Nationwide Tax Forum.

Appeals will walk practitioners through the roles, responsibilities and expectations for a hearing. Topics will include what happens once an Appeals Officer is assigned your case – initial contact and hearing options, how to prepare for the hearing, actions during the hearing and post-hearing activities and options. Collection Appeals topics will touch on collection due process, offer in compromise, collection appeals program and trust fund recovery penalty work streams.

What Happens in a Collection Appeals Hearing

$49.00

Target Audience:  CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax/Tax Related Matters (IRS)

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

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 AT NATIONAL HARBOR, MARYLAND, ON JULY 18, 2018, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The IRS Office of Appeals Division presented this seminar at the 2018 IRS Nationwide Tax Forum.

Appeals will walk practitioners through the roles, responsibilities and expectations for a hearing. Topics will include what happens once an Appeals Officer is assigned your case – initial contact and hearing options, how to prepare for the hearing, actions during the hearing and post-hearing activities and options. Collection Appeals topics will touch on collection due process, offer in compromise, collection appeals program and trust fund recovery penalty work streams.

By the end of this presentation, you will be able to:
• Determine the meaning of “Ex Parte” Communications
• Identify Appeals commitments to the taxpayer or representative
• Differentiate between Collection work streams that allow a taxpayer to go to tax court
• Identify when a request for appeal must be postmarked
• List voluntary Mediation Programs

No prerequisites or advanced preparation are required for this seminar.

Working with Collection - Balance Due Options

$49.00

Target Audience:  CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax/Tax Related Matters (IRS)

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

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 AT NATIONAL HARBOR, MARYLAND, ON JULY 17, 2018, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The IRS Small Business Self Employed Division presented this seminar at the 2018 IRS Nationwide Tax Forum.

This seminar will examine issues such as: when will the IRS consider an offer-in-compromise (OIC); an installment agreement; currently not collectible; alternatives to a federal tax lien; and potential consequences when taxpayers do not work with the agency. The session will focus on individuals versus businesses and include a discussion of how they can help the IRS secure accurate financial statements to facilitate resolution. It will also cover the OIC program and process, who is a potential candidate, what to expect and tips for submitting on OIC.

By the end of this presentation, you will be able to:

• Determine the available options for resolving tax debt
• Identify when collection actions when tax debt is not addressed
• Differentiate between the various payment methods
• Identify various collection information statements
• List and Identify facts about Currently Not Collectable Status

No prerequisites or advanced preparation are required for this seminar.

What is your Authority for That?

$49.00

Target Audience:  CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax/Tax Related Matters (IRS)

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

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 AT NATIONAL HARBOR, MARYLAND, ON JULY 17, 2018, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The IRS Office of Professional Responsibility Division presented this seminar at the 2018 IRS Nationwide Tax Forum.

An exploration of the rules in Treasury Circular 230 and the Internal Revenue Code regarding authority for positions taken on a tax return.

By the end of this presentation, you will be able to:

• Determine the meaning of “authority” and why it matters
• Identify examples of substantial authority on the Accuracy Related Penalty on underpayments
• Differentiate between an understatement and a substantial understatement
• Identify aspects of the Substantial Authority Standard
• List and Identify making adequate disclosure

No prerequisites or advanced preparation are required for this seminar.

What Happens in an Examination Appeals Hearing

$49.00

Target Audience:  CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax/Tax Related Matters (IRS)

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

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 AT NATIONAL HARBOR, MARYLAND, ON JULY 18, 2018, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The IRS Office of Appeals Division presented this seminar at the 2018 IRS Nationwide Tax Forum.

Appeals will walk practitioners through the roles, responsibilities and expectations for a hearing. Topics will include what happens once an Appeals Officer is assigned your case – initial contact and hearing options, how to prepare for the hearing, actions during the hearing and post-hearing activities and options. Examination Appeals topics will touch on innocent spouse, penalty appeals, international, and docketed and non-docketed cases.

By the end of this presentation, you will be able to:

• Determine the role of Appeals
• Identify cases that qualify to appeal
• Differentiate between practitioners that may provide taxpayer representation before appeals and those that may not
• Identify the hazards of litigation in an appeal
• List and Identify new information that may cause a case be returned to compliance

No prerequisites or advanced preparation are required for this seminar.

Security and e-services - How to Protect Your EFIN, PTIN, and CAF Number

$49.00

Target Audience:  CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax/Tax Related Matters (IRS)

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

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 AT NATIONAL HARBOR, MARYLAND, ON JULY 17, 2018, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The IRS Wage and Investment Division presented this seminar at the 2018 IRS Nationwide Tax Forum.

Identity thieves not only target taxpayer data for theft, they also target your identity as well, compromising your EFIN, PTIN and CAF. Receive the latest updates about security changes to e-Services, learn about your obligations to maintain, monitor and protect your EFIN, PTIN and CAF numbers as well as online resources that can help protect your clients and your business.

By the end of this presentation, you will be able to:

• Determine when E-File became mandatory
• Identify how secure access protects Tax Professional information
• Differentiate between a legitimate and illegitimate source for EFIN’s
• Identify when practitioners are required to review their EFIN activity
• List E-Services Best Practices

No prerequisites or advanced preparation are required for this seminar.

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