Be an Educated Preparer on Education Credits

$0.00

Target Audience:  CPAs, EAs, RTRPs 

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

Seminar Level: Beginner

 


 

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM PARTICIPANTS. IF YOU ARE NOT AN ENROLLED AGENT OR AN ANNUAL FILING SEASON PROGRAM PARTICIPANT, 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 Atlanta, georgia, ON JULY 11, 2012, 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 July 2012.

Higher education credits can be confusing. Educate yourself and your clients on the ins and outs of the American Opportunity Tax Credit and the Lifetime Learning Credit. Learn the eligibility requirements, how to claim the credits and what documentation is needed, including Form
1098-T.

By the end of this presentation you will:

  • Learn about the different types of education tax benefits available, how to calculate these benefits, and what is new for the 2012 filing season
  • Understand who does and does not qualify for the education credits
  • Know the basic qualifying education expense requirements and learn which expenses do not qualify
  • Test your knowledge of the American Opportunity Tax Credit and the Lifetime Learning Credit by playing “Are You Smarter Than a College Freshman?”

No prerequisites or advanced preparation are required for this seminar.

A Taxing Matter - Retirement

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Target Audience:  CPAs, EAs, RTRPs 

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

Seminar Level: Beginner

 


 

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM PARTICIPANTS. IF YOU ARE NOT AN ENROLLED AGENT OR AN ANNUAL FILING SEASON PROGRAM PARTICIPANT, 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 Atlanta, georgia, ON JULY 11, 2012, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The Employee Plans office of the Tax Exempt and Government Entities division delivered this seminar at the IRS Nationwide Tax Forum in July 2012.

Learn about the taxable issues that may affect your clients at retirement, including: types of distributions; working after retirement; how distributions may affect the taxability of your Social Security; special situations – Roth, required minimum distributions; and 1099-Rs and what all those codes mean.

By the end of this presentation you will:

  • Know the specifics of hardship distributions and loan taxation
  • Learn how new guidance makes it easier to offer a combination of lump-sum and annuity retirement distributions, as well as longevity annuities
  • Understand the requirements for contributing to a retirement plan or IRA after retirement
  • Learn the common Form 1099-R Box 7 codes

No prerequisites or advanced preparation are required for this seminar.

Appeals - Our Role in Resolving Penalty Issues

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Target Audience:  CPAs, EAs, RTRPs 

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

Seminar Level: Beginner

 

 


 

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM PARTICIPANTS. IF YOU ARE NOT AN ENROLLED AGENT OR AN ANNUAL FILING SEASON PROGRAM PARTICIPANT, 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 12, 2011, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Appeals organization delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2011.

This presentation offers an insider’s tour of the process beginning with the request for Appeals consideration of a proposed or an assessed penalty and ending with the case closing from Appeals. Using case studies taken from today’s hottest penalties, this presentation provides tools and strategies you can use now to represent your client effectively through the Appeals process. The session explores reasonable cause, hazards of litigation, and when to use an alternative dispute resolution strategy (subject to geographic availability), as well as explain the role of case law, Counsel, Appeals Technical Guidance and Tax Policy & Procedure, and more.

 

By the end of this presentation you will:

  • Understand the primary role of Appeals in resolving penalty issues you or your clients face
  • Gain tools and strategies you can use now to represent your client effectively through the Appeals process
  • Know about reasonable cause and hazards of litigation
  • Learn about three Alternative Dispute Resolution programs

No prerequisites or advanced preparation are required for this seminar.

A Day in the Life of an Exempt Organization's Audit

$0.00

Target Audience:  CPAs, EAs, RTRPs 

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

Seminar Level: Beginner

 


 

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM PARTICIPANTS. IF YOU ARE NOT AN ENROLLED AGENT OR AN ANNUAL FILING SEASON PROGRAM PARTICIPANT, 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 12, 2011, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Exempt Organizations office of the Tax Exempt and Government Entities division delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2011.

Did you know that section 501(a) of the Internal Revenue Code exempts certain types of organizations from paying federal income tax? Did you also know that the IRS maintains a robust audit (examination) program of these organizations? Attend this seminar to learn all about the particulars of audits conducted by the IRS office of Exempt Organizations, including answers to questions like these:  What makes them different from "regular" IRS audits?  How can I best prepare myself and my exempt organization clients if they are notified that an IRS examiner is coming? As a bonus, this session will profile the Tax Exempt and Government Entities (TE/GE) operating division.  In addition to Exempt Organizations, TE/GE's other four offices serve unique sets of customers. Learn about these TE/GE offices and how and when you might engage with them in your practice.

 

By the end of this presentation you will:

  • Learn all about the particulars of audits conducted by the IRS office of Exempt Organizations
  • Know how to best prepare yourself and your exempt organization client if it is audited
  • Learn the difference between correspondence examination and field examination
  • Understand the field examination process

No prerequisites or advanced preparation are required for this seminar.

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