Senior Stakeholder Liaison, Internal Revenue Service
Currently I’m responsible for doing outreach messaging and presentation to industry, association, and our tax pro partners regarding resources, guidance, authoritative information available at IRS. During my last 13 of my 14 years with IRS l served as a Tax Law Specialist in Exempt Org (EO). I’m classified as a SME in Tax Exempt Org, specifically 501(c)(7) and Unrelated Business Income Tax (UBIT). I also served as a legacy core member of the UBIT Knowledge Management (K-Net) team. l developed and co-presented many training modules for the K-Net. l also assisted agents with field issues via the K-Net’s Ask A Question (AAQ) feature and presentations regarding EO UBIT and other technical issues. As a member of the then former Rulings & Agreement I prepared many recommendations for a variety of tax-exempt applications and was the primary initiator on several Private Letter Rulings, Technical Assistance Memorandum (TAM’s) and Technical Assistance (TA’s) requests. l also prepared a training manual for the field for Change in Accounting Method and Change in Accounting Periods for EO’s. l detailed in Customer Education & Outreach (now Communications & Liaison) and helped create many of the phone forums for the EO Tax Pro community and Revenue field agents.
l served as a full-time and an Adjunct Accounting and Para-legal Professor for over 27 years at various colleges in MD. l also served in various accounting and tax mgmt. and executive positions in non-profits and private financial industries. I’m a CPA with the State of Maryland and litigated a variety of legal and tax issues. I have a JD and Master of Science in Finance from University of Baltimore and a BS in accounting from Towson University.
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Pre-requisites
Advance Preparation
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#: 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# : 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.
156 Ratings
JM
Jun 29th, 2022
Great resource for contact numbers and website links to IRS
DJ
Jun 29th, 2022
Very good information provided.
BK
Jul 5th, 2022
Good Learning Experience
MC
Jun 29th, 2022
Excellent job.
AT
Jul 11th, 2022
Nice class
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