What Happens in an Examination 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.

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

$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 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.

S Corporation Shareholder Basis

$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 19, 2018, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The IRS Large Business and International Division presented this seminar at the 2018 IRS Nationwide Tax Forum.

This session discusses the new stock and debt basis worksheet included in the 2017 Shareholder’s Instructions for Schedule K-1 (Form 1120S) and when it is required to be attached to the shareholder’s federal income tax return.  In addition, it will discuss how to estimate a shareholder’s beginning basis when historical records are not available to re-compute basis.

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

• Determine the authority to “Track Basis”
• Identify the changes to schedule K-1
• Differentiate when one must attach the stock & debt basis worksheet to a return
• Identify what is needed to compute basis
• List and Identify other options when historical records are not available for determining basis

No prerequisites or advanced preparation are required for this seminar.

Highlights of Tax Changes from a Tax Forms Perspective

$0.00

Target Audience:  CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax Law 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 AT NATIONAL HARBOR, MARYLAND, ON JULY 18, 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.

This seminar will discuss the major tax changes for tax year 2018, including how they affect tax forms and publications

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

• Determine which forms are available at IRS.GOV/draftforms
• Identify what has changed on the form W-4
• Differentiate between current and retired forms
• List the major changes to form 1040

No prerequisites or advanced preparation are required for this seminar.

Get Ready for the Tax Cuts and Jobs Act New Due Diligence Requirements

$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.

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

This session will discuss new head-of-household requirements, the expansion of due diligence to returns claiming head-of-household filing status, changes to child tax credit, including the increase of the credit amount and the Social Security number requirement, and the repeal of personal and dependent exemptions.

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

• Determine the meaning of a “Refundable Credit”
• Identify eligibility requirements for the Credit for Other Dependents
• Differentiate between CTC, ACTC and ODC
• Identify Common errors in complying with due diligence
• List the resources available in the IRS.GOV Tax Preparer Tool Kit

No prerequisites or advanced preparation are required for this seminar.

Enhancing the Tax Pro Experience: Navigating the IRS with Communications and Liaison

$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 17, 2018, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The IRS Communication and Liaison Division presented this seminar at the 2018 IRS Nationwide Tax Forum.
Working with tax professionals is key for the IRS in facing and overcoming tax administrative challenges and improving IRS policies, practices and procedures. During this discussion, you’ll learn about IRS’ Communications and Liaison office, who we are, what we do and why it matters to you, your practice and your clients. Attend this session to discover the resources and tools you need to enhance your engagement efforts.

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

• Determine the role of “Communication & Liaison”
• Identify when a practitioner can help improve IRS policies, practices & procedures
• Differentiate between IRS News Releases
• Identify resources available through Social Media
• List Advisory groups in which a tax practitioners may participate

No prerequisites or advanced preparation are required for this seminar.

Collection Issues

$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 19, 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 looks at collection issues for the taxpayer who has a business (e.g., Trust Fund Recovery Penalty, federal tax deposits, employment taxes). This session will also provide an overview on liens and address issues such as: when the lien arises, filing of the notice of federal tax lien, lien subordination, lien discharge, lien release and lien withdrawal.

By the end of this presentation, you will be able to:
• Determine the meaning of “Third Party Payor”
• Identify when a Trust Fund Recovery Penalty is appropriate
• Differentiate between a release of tax lien and a subordination of lien
• Identify when cases have been referred to a private debt collect agency
• List benefits of FTD Alert Program

No prerequisites or advanced preparation are required for this seminar.

Circular 230: Diligence in Tax Practice

$0.00

Target Audience:  CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Ethics (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. 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 overview of Treasury Circular 230 diligence rules, reliance on information provided by clients and others, and potential pitfalls.

By the end of this presentation, you will be able to:
• Determine the meaning of “Practice”
• Identify the standards for Tax Returns
• Differentiate between standards of documents and client reliance
• Identify aspects of due diligence for written advice
• List and Identify the competence requirements

No prerequisites or advanced preparation are required for this seminar.

Choosing the Right Retirement Plan

$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 19, 2018, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The IRS Tax Exempt Government Entities Division presented this seminar at the 2018 IRS Nationwide Tax Forum.

Learn how to match the right plan with the right employer and why that’s important. This presentation will discuss the features and benefits offered in each type of plan, including:
• which employers are eligible to adopt each type of plan;
• which employees must be included;
• contribution and deduction limits;
• who contributes and when are contributions due to the plan;
• filing requirements; and
• pros and cons, plus common mistakes for each type of plan.

By the end of this presentation, you will be able to:
• Determine which retirement plans are affected by recent tax law changes
• Identify who can adopt a retirement plan
• Differentiate between and IRA-based plan and a qualified plan
• Identify the pros and cons for each type of employer
• List the filing requirements for each type of plan

No prerequisites or advanced preparation are required for this seminar.

Automated Underreporter

$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 19, 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 presentation will provide an overview of the Automated Underreporter (AUR) process and the revised AUR notices CP2000 and CP3219-A. It will also include a discussion on how to avoid receiving a notice and the steps to take if your client receives a notice. 

By the end of this presentation, you will be able to:
• Determine which information return causes the largest rate of mismatch
• Identify the Automated Underreporter process
• Differentiate between the old and new notices
• Identify substantial changes to the CP2000 Notice
• List the Automated Underreporter Key Points

No prerequisites or advanced preparation are required for this seminar.

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