Working with the IRS Office of Appeals-What to Expect in Examination Appeals

$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 IN Dallas, Texas, ON July 26, 2017, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

Seminar Level: Beginner

The IRS Office of Appeals Division presented this seminar at the 2017 IRS Nationwide Tax Forum.

This seminar presents information that taxpayers and tax professionals should know when working with the IRS Office of Appeals. It provides an overview of Appeals policies and procedures and discusses what you can expect. The seminar specifically outlines Appeals' case procedures for examination cases, how you appeal an IRS decision and what point in the process your case can come to Appeals.

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

  • Determine when Ex Parte Communications are appropriate
  • Determine what is involved in the Appeals Process
  • Differentiate between Corroborating and New Information
  • Identify when an Appeals Officer can make an Examination Request
  • List Alternative Dispute Resolution Methods

No prerequisites or advanced preparation are required for this seminar.

Working with the IRS Office of Appeals-What to Expect in Collection Appeals

$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 IN Dallas, Texas, ON July 26, 2017, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

Seminar Level: Beginner

The IRS Office of Appeals Division presented this seminar at the 2017 IRS Nationwide Tax Forum.

This presentation presents information that taxpayers and tax professionals should know when working with the IRS Office of Appeals. It provides an overview of Appeals policies and procedures and discusses what you can expect. The seminar specifically outlines Appeals' case procedures for collection cases, how you appeal an IRS decision and what point in the process your case can come to Appeals.

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

  • Determine what an Ex Parte Communication is
  • Determine under what circumstances you may request going to Appeals
  • Differentiate between Appeals and Taxpayer responsibilities
  • Identify the various voluntary Mediation Programs
  • List ways in which you can help your client

No prerequisites or advanced preparation are required for this seminar.

Understanding Collection

$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 IN Dallas, Texas, ON July 27, 2017, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

Seminar Level: Beginner

The IRS Small Business & Self Employed Division presented this seminar at the 2017 IRS Nationwide Tax Forum.

This seminar will provide information on various programs currently available to taxpayers in SB/SE including:

  • passport revocation;
  • private debt collection;
  • installment agreements;
  • Online Payment Agreements;
  • offers in compromise;
  • Notice of Federal Tax Lien; and
  • IRS revenue officers working with the IRS in the field.

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

  • Determine which programs are mandated by the FAST Act
  • Identify options available for resolving collection cases
  • List ways in which employers become non-compliant with Employment Taxes
  • Differentiate between a Private Debt Collection Agency and an IRS Agent
  • List the ways a Lien can be released

No prerequisites or advanced preparation are required for this seminar.

Employee Plans-Retirement Plan Distributions and Related Taxes

$49.00

Target Audience: CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax Update (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 IN Dallas, Texas, ON July 27, 2017, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

Seminar Level: Beginner

The IRS Tax Exempt Government Entities/ Employee Plans (TEGE/EP) Division presented this seminar at the 2017 IRS Nationwide Tax Forum.

This session discusses distribution rules for 401(k) and IRA-based SEP and SIMPLE retirement plans and how payments are taxed to recipients. The seminar will cover distributions made before retirement, at retirement and to beneficiaries. Learn about:

  • pre-retirement distributions due to loans, financial hardship and divorce;
  • 10 percent additional tax on early distributions;
  • distributions at separation from service;
  • rollover rules for transferring money between plans and IRAs;
  • required minimum distributions at age 70 1/2;
  • distributions to spouse and non-spouse beneficiaries;
  • reporting requirements for plans and recipients; and
  • how to find, fix and avoid distribution mistakes in plans.

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

  • Identify the distribution methods available in SEP’s, SIMPLE’s, and 401(k) plans
  • Differentiate between spouse and non-spouse beneficiary rules
  • Determine which Publication to research to calculate estimated tax payments on distributions
  • List employee benefits to establishing or enrolling in a retirement plan
  • Identify when a Loan can become a distribution

No prerequisites or advanced preparation are required for this seminar.

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