Intro to Tax Resolution: IRS Personnel & Access to Information

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

This beginner-level live online webinar taught by Lawrence Lawler, CPA, EA, CTRS from the American Society of Tax Problem Solvers will serve as a first step into the world of tax problem resolution. Before you jump in and start solving cases it's important to have a clear understanding of who you'll be working with at the IRS, and how to get basic information on your client. After attending this continuing education (CE) course you will have a clear understanding of the job functions of Revenue Officers, Revenue Agents, and Offer Examiners. 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 online CPE webinar covers following key topics:

  • Understanding the job functions of Revenue Officers, Revenue Agents, and Offer Examiners
  • How to access your client’s information from the IRS 
  • How and when to use form 2848 and form 8821.

Learning Objectives

  • To summarize the key tax resolution reference sources.
  • To examine the differences between and the functions of Revenue Officers, Revenue Agents, and Offer Examiners.
  • To discuss best practices on how to access your client’s information from the IRS.
  • To discuss how and when to use form 2848 and form 8821.
  • To summarize critical questions to ask the client when you agree to take their case.

Recommended For

  • This CE webinar is recommended for EAs, Tax Attorneys, CPAs and other tax professionals who represent their clients before the IRS

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0476)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00476-21-O)
  • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00476-21-O)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00476-21-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    Basic Knowledge Of Federal And State Taxes
  • 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 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.

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.

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.

Presenter

About Presenter

Lawrence Lawler, CPA (US), EA, CPA, EA, CTRS, NTPI Fellow

National Director & Founding Member, American Society of Tax Problem Solvers

Larry is the National Director of the American Society of Tax Problem Solvers (ASTPS). He has represented literally thousands of taxpayers before the Internal Revenue Service and is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide. He is a dynamic and knowledgeable speaker who offers a mix of information, personality and humor in his presentations and interviews. He has become nationally recognized for his skills in solving tax problems, his marketing expertise, and exceptional practice management abilities. He has been a New York Certified Public Accountant since 1973, and is also a fellow of the National Tax Practice Institute. Larry is an active practitioner and is the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973.

About Company

American Society of Tax Problem Solvers

www.astps.org/

The American Society of Tax Problem Solvers (ASTPS) is a national, non-profit organization of professionals who specialize in representing taxpayers before the IRS.

Established in 2003, ASTPS was created to address the needs of a special group of professionals. The Society is comprised of Attorneys, CPAs, and Enrolled Agents who regularly deal with clients suffering from IRS problems.

ASTPS provides continuing education regarding changes in IRS laws, and new strategies in dealing with the IRS. ASTPS members are continuously kept up to date with the newest and best ways to represent their clients.

ASTPS offers the opportunity for each member to sit for a certification examination. Professionals who pass this comprehensive test earn the Certified Tax Resolution Specialist (CTRS) designation. Professionals with this designation are required to meet minimum continuing education and ethical requirements in order to retain their CTRS designation.We train rescue squads for troubled taxpayers.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be 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
  • 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 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
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

156 Ratings

Excellent

93

Very Good

49

Average

14

Poor

0

Terrible

0

SR

Stephanie Roesler, Accountant

Apr 28th, 2021

I own my own tax prep and bookkeeping business. I tend to help others with issues all of the time throughout the entire year not just during tax season... even though I've done this line of work for the last 18 years this will be an extremely valuable tool and extended knowledge to have. The free hour from myCPE alone was very helpful I'm super excited to see what comes along in the whole course!

AS

Aaron Spechler, Accountant, CPA (US)

Apr 29th, 2021

Very good solutions for problems but not sure the problems discussed in this module exist, at least for me. However referral to enQ looks interesting.

DA

Dawnice Anglin

Apr 29th, 2021

I thought the training was very informative. My goal is to become certified and shift my business to IRS problem solving.

JS

Jerry Smith, Accountant

Apr 29th, 2021

Excellent presentation. Very informative and helpful.

MS

Melvin Smith, AFSP

Apr 28th, 2021

Keep up the good work. It was a well spent hour plus.

Intro to Tax Resolution: IRS Personnel & Access to Information

FREE

1 Credit

Subject Area

Taxes

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