- Free Sign up
4.7 (24)
Thursday, February 11, 2021 | 08:00 AM PST
8 CPE credit of Taxes for all CPAs
8 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )
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 Subjects for California Tax Professionals (CTEC Approved - 6273)
8 CE credit of Federal Tax for Maryland Tax Preparers
8 General Educational credit for Tax Professionals / Bookkeepers / Accountants
email extinguisher: simple steps to shrink the inbox
Dec 31, 2020 | 02:30 PM EST View Details
executive overview of repatriation of foreign earnings (topic 606)
Feb 01, 2021 | 10:00 AM EST View Details
excel accountant: taming large spreadsheets
Feb 04, 2021 | 10:00 AM EST View Details
kpi’s (key performance indicators): how to implement them and achieve success through them
Feb 09, 2021 | 10:30 AM EST View Details
dealing with irs collections division (part i)
Feb 18, 2021 | 01:30 PM EST View Details
introduction to excel pivottables
Feb 22, 2021 | 10:30 AM EST View Details
tax practitioners ethics - latest
Mar 01, 2021 | 12:30 PM EST View Details
qbo running reports - information, analysis & better decision
Mar 05, 2021 | 09:30 AM EST View Details
partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis
Mar 05, 2021 | 10:00 AM EST View Details
form w-4 and other payroll updates
Mar 05, 2021 | 10:00 AM EST View Details
guide to depreciation under the tcja (latest)
Mar 05, 2021 | 10:00 AM EST View Details
undoing joint liability- no longer married, innocent spouse relief (isr)
Mar 05, 2021 | 10:00 AM EST View Details
annual federal tax update - individuals (form 1040)
Mar 05, 2021 | 10:00 AM EST View Details
yellow book boot camp - nfp and governmental accounting & auditing update
Mar 05, 2021 | 10:00 AM EST View Details
financial statement audit best practices
Mar 05, 2021 | 10:00 AM EST View Details
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 - THE STRUCTURE AND ORGANIZATION OF THE IRS
Session 2 - 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 session will give you a walkthrough 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 3- HOW TO ANALYZE YOUR CLIENT’S TAX SITUATION COURSE INFORMATION
This session 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 session will cover the following 4 steps :
Major Topics Covered in Session 3 :
Session 4- 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 4 :
Session 5- 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 session 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 5:
Session 6- 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 liabilities 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 6 :
Session 7 - 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 session 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 session 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 7 :
This session 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.
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.
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
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.
Principal, Ayar Law
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…
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.
NE
Nnamdi EZERUO ,
Sep 30th 2020
This was an excellent webinar but as usual too much information for the allotted time. I gained some good knowledge to use in my practice as I deal with the IRS frequently. I enjoyed the webinar immensely. I could have listened to a couple more hours of those audit "horror" stories!
DS
Dino Semon ,
Nov 19th, 2020
Excellent presentation. If my client base was larger, I would jump on his offer of purchasing his software program, however in the past 5 years, I've only ordered 2 transcripts. Very good presentation on audits and how the IRS goes about setting them up. Thanks very much
LS
Lauren Schallhorn ,
Nov 18th, 2020
Presented many technical products to assist clients in maintaining records in an organized manner for the preparation of tax returns and possible IRs audits, overall it was an awesome presentation! The material was very informative and suggestions made will serve my business and clients well. Thank you!"
CE
Cynthia Edwards ,
Nov 18th, 2020
The webinar is very useful to CPA working with small businesses. Small business usually does not have complete polices on backup all business related expenses and revenues support. When being audited by IRS, that would be a problem! Presenter was very knowledgeable on apps to help clients. I will try some of them myself
LC
Levi Carter ,
Nov 12th, 2020
An associate had noted their earlier presentation with Stratford and recommended if the opportunity became available to participate in a future session. Pleased that I did a vg review of the audit/dispute/settlement process. Also appreciated commentary on the LBI reorganization, had been on the back burner to check out.
RT
Ruth Trilli ,
Nov 12th, 2020
Certainly, this short course is much needed for any CPA whether in public practice or not, but I would tend to think important to any of us in private industry that deal with diverse businesses that have many different partnership or LLC branches. Thank you for sharing a great overview!
© 2020 - www.my-cpe.com All rights reserved