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ADDITIONAL DATES

Dec 09, 2020 | 10:00 AM EST Register
Dec 16, 2020 | 10:00 AM EST Register

Course Description

In the past, it was difficult to get into tax resolution. You pretty much had to be an expert on the intimidatingly thick IRS manual. However, now that tax resolution services are growing in popularity, there are tons of resources available that make breaking into the business easier than ever. Tax resolution includes many services and goes by different names (IRS representation, tax relief, tax problem recovery, tax resolution, tax controversy) but in summary, tax resolution is a service in which you help a client resolve their open debt with the IRS in a way that minimizes the debt as much as possible.

The IRS issues over 220 million notices each year to taxpayers. The IRS also asserts millions of dollars of penalties against taxpayers daily. Many of those penalties are abated due to quality representation.If a tax client receives an IRS notice, they expect their tax professional to be able to work effectively with the IRS to identify and resolve their issue. Penalties from the IRS come in all shapes and sizes. There are over a thousand different types of IRS notices – but fortunately, most taxpayers receive many of the same types of notices that require action. This webinar will help you to serve better to your client.

Session 1- HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)

In this webinar, the presenter will provide an overview of the IRS administrative appeal process. The IRS appeals process also can provide a more beneficial and cost-effective means of resolving an adverse audit finding. Because appeals officers must consider the "hazards of litigation" when reviewing a taxpayer's appeal, taxpayers often have a greater chance at achieving a favorable settlement in an IRS appeal due to the appeals officer's mandate to consider the assessment's defensibility in court.

This webinar will give you a walk through of the process from filing a tax return to the IRS audit, IRS Appeals, Collections, and litigation at courts of original jurisdiction.  We will also discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches.

Session 2- HOW TO ANALYZE YOUR CLIENT’S TAX SITUATION COURSE INFORMATION

This webinar will provide you the guideline to solve the majority of tax problem resolutions. Before you directly jump in and start solving cases it's important to have a clear understanding of the client’s tax and financial situation so that you are able to recommend the best resolution. You will know how to access your client’s information from the IRS, and know-how and when to use form 2848 and form 8821. 

This webinar will cover the following 4 steps : 

  • Basic Analysis
  • The possible resolutions that might follow
  • What you’ll need from your client to complete the analysis.
  • What you'll need from the IRS to complete the analysis.

Major Topics Covered in Session 2 : 

  • Know the basics of Analysis.
  • How to meet with the client to talk about their tax problems.
  • How to use a Form 2848? What to do with Power of Attorney?
  • Understand the financial analysis and different parts of financial.
  • Learn different types of IRS Transcripts.
  • Know different ways to get an IRS Transcript / Compliance Check.
  • How to create your e-Services Account.
  • Know how the financial analysis reviewed.

Session 3- IRS AUDIT PROCESS & DEFENSE PRESENTATION

The Internal Revenue Service is increasing the number of individuals that will be selected for an audit this year and into the foreseeable future. IRS audits create anxiety and stress for both taxpayers and practitioners.

When dealing with the IRS, it’s not enough to be technically proficient and up-to-date on tax laws, regulations, rulings, and court decisions. The IRS has had to change its approach to auditing due to budget cuts and retirements. Examinations of individuals, small businesses, and large corporations are more focused on high-risk issues. As a result, tax and financial professionals need to understand the impact of the IRS shift in strategy and be prepared to effectively manage an IRS audit.

Major Topics Covered in Session 3 : 

  • Overview of IRS Audits
  • How the IRS Conducts an Audit 
  • Audit Outcomes
  • Taxpayer Right’s During an Audit
  • Information Document Request (IDR)
  • Examining Internal Controls
  • Audit Reconsideration
  • Audit Appeal

Session 4- THE IRS OFFER IN COMPROMISE PROGRAM

An offer in compromise (OIC) is an application to settle an IRS tax liability for less than the full amount of tax and penalties that are due for a period or periods.

This webinar provides a rapid-fire overview of the Offer in Compromise program for tax professionals representing taxpayers with unpaid federal tax obligations and discusses the pros and cons of the Offer program, And briefly cover IRS rules for processing Offer applications, how the Offer investigation process works, and some helpful tips for writing better Offers.The purpose of the Offer in Compromise Program, types of Offers in Compromise, Offer Qualifications and Financial Analysis, how the IRS processes Offers, and potential outcomes.

This webinar will discuss the IRS’ Offer in Compromise program. We will be covering the program’s objectives and what’s new with the Offer program. We will also briefly discuss the Offer in Compromise Pre-Qualifier Tool. An offer in compromise (OIC) is an application to settle an IRS tax liability for less than the full amount of tax and penalties that are due for a period or periods.

Major Topics Covered in Session 4:

  • Know the IRS offer in compromise program
  • Learn how the OIC program works
  • What makes these offers acceptable (DATC)?
  • Learn effective tax administration
  • Clear your doubts as to liability offers

Session 5- INNOCENT SPOUSE RELIEF

Innocent Spouse Relief is an application (Form 8857) by an “innocent” spouse for relief from the tax liabilities of the other spouse that arise as a result of filing a joint federal income tax return. Innocent spouse relief has been around for a long time, but in 2013 the IRS issued Rev. Proc. 2013-34, an extremely sophisticated and detailed procedure for applying for relief in a variety of circumstances, including circumstances where there has been coercion, intimidation, or abuse.

Many married taxpayers choose to file a joint tax return because of certain benefits this filing status allows them. When filing jointly, both taxpayers are jointly and severally liable for the tax and any additions to tax, interest, or penalties that arise from the joint return even if they later divorce. Joint and several liability mean that each taxpayer is legally responsible for the entire liability. Thus, both spouses on a married filing jointly return are generally held responsible for all the tax due even if one spouse earned all the income or claimed improper deductions or credits. In some cases, however, a spouse can get relief from being jointly and severally liable.

Major Topics Covered in Session 5 : 

  • Various types of Relief
  • Claiming Innocent Spouse Relief
  • Disqualifying Situations
  • Innocent Spouse Relief
  • Common Issues With Time Limit
  • Separation of Liability Relief
  • Equitable Relief

Session 6- IRS PENALTIES, ABATEMENT'S, AND REASONABLE CAUSE

Save your clients money on IRS penalties! There are many types of penalties the IRS can impose on taxpayers: failure-to-file, failure-to-pay, failure-to-deposit, estimated tax and accuracy-related are some of the most common ones. But the full list includes many more. Join us as we sift through IRS penalty types and explore ways for you to provide excellent representation for your clients with IRS penalty issues.

This webinar will identify the most common, actionable IRS notices, and the solutions available to resolve the tax problems related to the notice. In this webinar, participants will learn about the most common penalties that can be assessed against a taxpayer as well as how to abate them, including First-Time Abatement, Reasonable Cause, and Form 843: Claim for Refund and Request for Abatement. This webinar will explain the many types of notices issued by the IRS, including how to appropriately respond to each, how to properly request abatement of penalties charged, current IRS responses to abatement requests and focus on how to reduce or remove these penalties.

This webinar guides you through what to expect during the IRS penalty process and reveal specific how-to methods using relevant court cases and Internal Revenue Manual (IRM) guidelines.

Major Topics Covered in Session 6 : 

  • Different types of IRS Penalties
  • "First Time Abatement (FTA)"
  • What is Reasonable Cause?
  • How to Write a Reasonable Cause Letter
  • Know the process of Penalty Abatement

This webinar is useful for any proactive, current or prospective, Circular 230 practitioner that understands the IRS is ramping up the "close the tax gap". Tax practitioners who want to protect their existing clients from IRS' predatory collections action and grow their business into this rapidly expanding market.

This webinar will help to the tax practitioners at all levels regardless of tax practice and Business Owners.

Webinar Qualifies for

  • 8 CPE credit of Taxes for all CPAs
  • 8 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )
  • 8 CE credit of Federal Tax for Oregon Tax Preparers
  • 8 CE credit of Federal Tax for Maryland Tax Preparers
  • 8 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)
  • 8 General Educational credit for Tax Professionals/Bookkeepers/Accountants

Learning objectives

  • Apply the soft skills needed when interfacing with the IRS audit team to achieve the best possible result.
  • To Identify the four parts of an analysis and have an in-depth understanding.
  • To Recall the different types of IRS transcripts.
  • To identify the questions you should ask the IRS about the audit
  • Determine the best method to get a copy of the IRS auditor's work papers

About Presenter

Venar Ayar, JD

Principal, Ayar Law

Venar@ayarlaw.com

Venar Ayar is the principal and founder of Ayar Law and focuses his legal practice on IRS and Michigan tax resolution for both businesses and individuals. He has personally handled a multitude of cases including defending tax audits, negotiating favorable settlements for back taxes, setting up tax payment plans, arranging release of tax liens and levies, defending criminal tax fraud cases and advising those with foreign bank accounts who have not complied with reporting requirements. He represents clients with multi-million dollar assets at stake as well as those with only thousands in assets.

Born and raised in metro Detroit, Michigan, Venar returned to open a tax problem resolution practice when he saw the alarming number of taxpayers struggling due to the downturn in the local economy. He saw there were few qualified and ethical Michigan tax resolution lawyers, but an abundance of scam artists who were taking advantage of taxpayers who needed help.

Prior to opening his Michigan practice, Venar was a tax attorney at RJS Law, southern California’s largest tax law firm. Before working there, Venar worked for several years in metro Detroit as a busy and successful solo tax law practitioner.

In addition to years of experience practicing as a Michigan tax attorney, Venar has owned or operated several small businesses, including an accounting and tax preparation business, supermarkets and a hotel. His business background gives him a solid understanding of the challenges facing small businesses today.

Venar is an award-winning tax attorney ranked as a Top Lawyer in the field of Tax Law. Mr. Ayar has a Master of Laws in Taxation – the highest degree available in tax, held by only a small number of the country’s attorneys. Venar Ayar and his firm are truly competent and ethical Tax Lawyers who will vigorously defend taxpayer rights. We know how to…

  • Protect your bank accounts and property
  • Stop the IRS from harassing you
  • Negotiate settlements for a fraction of the amount

Tax Law is all we do, and we know how things actually work at the IRS. We can favorably resolve your Federal or State, personal or business tax problems – anything from unfiled tax returns to foreign bank account issues.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

5
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  • LQ
    Louis Quan , CPA
    Aug 31st 2020
    The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar

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 through its website: www.NASBARegistry.org.

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 maintenance 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

CTEC Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

upcoming Live CPE Webinars

REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Friday, December 04, 2020 | 09:00 AM EST View Details/Register
Excel Accountant: Dashboards Part 1
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Comprehensive Guide to Identity Theft with case studies
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Fundamentals Concept of Trusts & Estates for Planning & Compliance
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Employment Law in a Nutshell – Guidance for your Business
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
QBO for Accountants -Tips and Tricks Course
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
ADVANCED CASH FLOW ANALYSIS
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S) - 2020 Updates
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Performance Measurement
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS
Friday, December 04, 2020 | 12:00 PM EST View Details/Register
How the IRS Analyzes Taxpayer Finances to Determine Ability to Pay
Friday, December 04, 2020 | 12:30 PM EST View Details/Register
Asset Protection Legal and Financial Planning Strategies
Friday, December 04, 2020 | 01:00 PM EST View Details/Register
  • Cost $80
  • CPE Credits 8
  • CE Credits 8
  • IRS Course ID GEHNZ-T-00267-20-O
  • CTEC Course ID 6273-CE-0276
  • Subject Area Taxes
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Tax Attorney Tax Practitioners Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Tax Director (Industry) Cloud Accountants Entrepreneurial Accountant Tax Managers Accounting Managers Tax Preparer Staff of Accounting Firm
  • Handout Material Download
  • handout Download

upcoming Live CPE Webinars

REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Friday, December 04, 2020 | 09:00 AM EST View Details/Register
Excel Accountant: Dashboards Part 1
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Comprehensive Guide to Identity Theft with case studies
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Fundamentals Concept of Trusts & Estates for Planning & Compliance
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Employment Law in a Nutshell – Guidance for your Business
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
QBO for Accountants -Tips and Tricks Course
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
ADVANCED CASH FLOW ANALYSIS
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S) - 2020 Updates
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Performance Measurement
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS
Friday, December 04, 2020 | 12:00 PM EST View Details/Register
How the IRS Analyzes Taxpayer Finances to Determine Ability to Pay
Friday, December 04, 2020 | 12:30 PM EST View Details/Register
Asset Protection Legal and Financial Planning Strategies
Friday, December 04, 2020 | 01:00 PM EST View Details/Register