myCPE
myCPE

Representation – Protecting and Providing Remedies for Business Clients 2 Credits

Dec 12, 2023, 11:30 AM ET

Representation – Protecting and Providing Remedies for Business Clients 2 Credits

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Dec 12, 2023, 11:30 AM ET

Learning Objective

  • To define compliance requirements for each entity type.
  • To describe the different resolutions available for BMF taxpayers (ACS vs. RO).
  • To analyze how to use business records to prepare a comprehensive CIS 433-B or 433-A.
  • To differentiate between business expenses the IRS allows and the arguments in favor of client expenses.
  • To advise business clients to ensure current and future compliance and profitability.

Course Overview

The speaker of this CE/CPE webinar will provide instructions for tax professionals representing business taxpayers. It will outline the necessary compliance for each entity type. Participants will know which resolutions are available for BMF cases and which IRS office has jurisdiction.

The Internal Revenue Service has many forms and schedules including Form 433-A and Form 433-B. Form 433-A is an individual collection statement and can be considered an individual financial statement. The IRS requires individuals to complete this statement if the individual is requesting an installment agreement, and owes over a certain amount of money or the taxpayer wishes to pay a certain amount. Whereas Form 433B is a collection of information statements for a business. The IRS would require that a business complete Form 433B if the business owes taxes and is requesting an installment agreement. 

This CE/CPE tax course will cover the preparation of forms 433-A and 433-B for active and dissolved entities.

Specific ordinary and necessary business expenses will be defined for proper classification on financial statements, i.e. depreciation, loans, owner compensation, loans to shareholders, etc. Advocate for no TFRP or no enforcement of TFRP on IMF accounts.

Attendees in this Online CPE course will learn how to portray a business client’s income, assets, and liabilities to ensure a formal resolution to pay back taxes is feasible for ongoing operations and profitability.

This course covers the following Major Topics: 

  • Compliance Requirements For BMF Accounts
  • Filing Requirements by Entity
  • Payroll Filing Requirements
  • Federal Tax Deposits (FTDs)
  • What Is The “TFRP"
  • Who is subject To TFRP Assessments

Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent. 

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Jessie Seaman
Jessie Seaman

Vice President (VP), Community Tax, LLC

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Jessie Seaman, Esq & EA, is a licensed Florida attorney and IRS Enrolled Agent. Jessie brings over ten years of state and federal tax controversy and representation to Community Tax clients. Prior to joining Community Tax, she spent over seven years with a leading national tax resolution firm. She has overseen tens of thousands of tax resolution cases from the simplest financial privacy plans to the to the most complex business cases and high-profile celebrity clients.

Jessie is a Florida Native, growing up Boca Raton and moving to Tampa in 2000 for her undergraduate studies. While attending the University of South Florida, Jessie studied abroad in Costa Rica and eventually graduated with a double major: B.A. in Philosophy & B.A. in Political Science. In 2006, she was offered a scholarship from Florida Coastal School of Law in Jacksonville, FL, where she graduated with a Juris Doctorate in 2009. During law school, Jessie interned with the ACLU, worked at Learn to Read, a local non-profit advocating for adult literacy, and was chosen by the Florida Coastal Academic Success Department to mentor incoming students on how to be successful in law school.


Jessie is a member of the Florida Bar, Tax Section, National Association of Enrolled Agents (NAEA), CERCA, and National Tax Practice Institute Fellowship. She is a leading voice within the tax resolution community.  Most recently she was asked to teach continuing education courses for the National Association of Accountancy (NSA) and be a lead Instructor at both national conferences for NAEA. She has also served as an adjunct professor teaching various courses including Business Law, State and Local Taxation, Contemporary Business Ethics, and an exam preparation class for the Enrolled Agents Examination. Jessie truly has a passion for tax controversy work and found her passion in this niche field because it is ever-evolving, applicable to all, and in many cases unfairly enforced. As the daughter of small business owners, she is especially passionate about helping business owners understand and overcome their tax challenges. Jessie even helped form and operate a pro bono tax resolution clinic in North Florida to assist those taxpayers who simply could not afford to hire professional representation for IRS and state tax issues.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

DC

Derek Copp, Tax Professional

The presenter did an awesome job with the presentation, the presenter made it easy to follow along and understand what was being talked about even on the more complicated issues wrll done

MO

Michelle Oesterling, EA

Jessie is clear, concise, and engaging. She actually manages to make otherwise dry topics interesting. I really enjoy any webinar that she teaches, and I've learned a lot from her.

Recommended Courses

Fraud Technical Advisors: An End-Run Around the Case of Tweel?

Dec 12, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA/CFF
  • CFE
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
QuickBooks Online Payroll Tax: Simplified and Efficient

Dec 12, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Converting IRAs to Indexed Universal Life Pros and Cons

Dec 12, 10:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
IRC Section 121 and the Primary Residence

Dec 12, 10:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Federal Tax Update – Individual & Business Current Developments

Dec 12, 11:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Dec 12, 11:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Quincy purchased a subscription.
Subscribed
Bernadette purchased a subscription.
Subscribed
Steve purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Chassity purchased a subscription.
Subscribed
Beena purchased a subscription.
Subscribed
Ally purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Hyunsoo purchased a subscription.
Subscribed
Kristina purchased a subscription.
Subscribed
Rustam purchased a subscription.
Subscribed
Vincent purchased a subscription.
Subscribed
Dariusz purchased a subscription.
Subscribed
JAY purchased a subscription.
Subscribed
Valerie purchased a subscription.
Subscribed
Commonwealth purchased a subscription.
Subscribed
Lynn purchased a subscription.
Subscribed
Ashley purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Naum purchased a subscription.
Subscribed
kami purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
CAROL purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Pamela purchased a subscription.
Subscribed
Sean purchased a subscription.
Subscribed
priya purchased a subscription.
Subscribed
VIVIENNE purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Tugba purchased a subscription.
Subscribed
Jack purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Danica purchased a subscription.
Subscribed
Garron purchased a subscription.
Subscribed
Luis purchased a subscription.
Subscribed
Glenn purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Dawn purchased a subscription.
Subscribed
TERRI purchased a subscription.
Subscribed
Lizzie Schaeffer purchased a subscription.
Subscribed
david purchased a subscription.
Subscribed
Chris purchased a subscription.
Subscribed
Nurain purchased a subscription.
Subscribed
Zachary purchased a subscription.
Subscribed
Frederick purchased a subscription.
Subscribed
AUDRY purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Wayne purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Rafael purchased a subscription.
Subscribed
pamela purchased a subscription.
Subscribed
Aurelie purchased a subscription.
Subscribed
Sophia purchased a subscription.
Subscribed
June purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
Nathan purchased a subscription.
Subscribed
Ashley purchased a subscription.
Subscribed
Russell purchased a subscription.
Subscribed
Keyur purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
AUGUSTINE purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Emily purchased a subscription.
Subscribed
Jackie purchased a subscription.
Subscribed
Alexander purchased a subscription.
Subscribed
Kathy purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Matt purchased a subscription.
Subscribed
Maxim purchased a subscription.
Subscribed
Jean purchased a subscription.
Subscribed
KIMBERLEY purchased a subscription.
Subscribed
Trevor purchased a subscription.
Subscribed
Irene purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
Bourk purchased a subscription.
Subscribed
Bethel purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Marion purchased a subscription.
Subscribed
Walter purchased a subscription.
Subscribed
deborah purchased a subscription.
Subscribed
Dave purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Sebastian purchased a subscription.
Subscribed
Sylvia purchased a subscription.
Subscribed
Quinn purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Connie purchased a subscription.
Subscribed
Derek purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Todd purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Zamig purchased a subscription.
Subscribed
Maksim Lipkin purchased a subscription.