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Innocent Spouse Relief

  • Accountant
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • MRTP
  • FSCP
  • MAFF
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFIRS
  • CWS

Published: July, 2020

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is Innocent Spouse Relief?
    2 mins
  • 3 Types of Relief
    4 mins
  • Innocent Spouse Relief
    11 mins
  • Separation of Liability Relief
    26 mins
  • Equitable Relief
    33 mins
  • Other Elements
    35 mins
  • IRS Notice 2011-70
    42 mins
  • Sample 8857 Form
    44 mins

Course Description

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 means 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.

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. 

This Online CPE webinar on Taxes covers the following Key Topics:

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

You may be interested in the Certified Specialization Series in Tax Representation

Learning Objectives

  • To identify the cause of Innocent Spouse Relief
  • To recognize when clients are not entitled to Innocent Spouse Relief
  • To identify qualifying factors for equitable relief conditions
  • To recognize when and how the IRS contacts the spouse
  • To identify conditions that allow a taxpayer to qualify for Innocent Spouse Relief

Recommended For

  • This Online CPE Webinar on Taxes is recommended for CPA, CGFM, CASL, and Other Accounting and Tax professionals who desire to help their clients with special tax situations. 
  • This Online CE webinar on Taxes is recommended for EA, MRTP, CRTP, ORTP, and Other Professionals who desire to help their clients with tax services for individuals.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • CEO
    • CPA (Industry)
    • CPA - Large Firm
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Entrepreneurial CPA
    • Tax Accountant (Industry)
    • Tax Attorney
    • Tax Director (Industry)
    • Tax Firm
    • Tax Managers
    • Tax Practitioners
    • Tax Preparer
    • Tax Professionals
    • Tax Pros
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
    • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0179)
    • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00167-20-S)
    • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00167-20-S)
    • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00167-20-S)
    • 1 CPD Credit of Special situations (Housing, Divorce, Household employees) for Personal Financial Specialist (PFS)
    • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 1 CE Credit for Certified Wealth Strategist (CWS)
    • 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
    • 1 CPE Credit of Taxation for Master Analyst In Financial Forensics (MAFF)
    • 1 CPE Credit of Taxes for Certified Government Financial Manager (CGFM)
    • 1 CPE Credit of Taxes for Chartered Financial Consultant (ChFC)
    • 1 CPE Credit of Taxes for Financial Services Certified Professional (FSCP)
    • 1 CPE Credit of Taxes for Chartered Advisor in Senior Living (CASL)
    • 1 CPE Credit of Taxes for Chartered Special Needs Consultant (ChSNC)
    • 1 CPE Credit of Taxes for Retirement Income Certified Professional (RICP)
    • 1 CPE Credit of Taxes for Wealth Management Certified Professional (WMCP)

    Additional details

    • Course Level :
      Basic
    • Credits :
      1
    • Instructional Method :
      QAS Self Study
    • 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 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

    Venar Ayar, JD

    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.

    About Company

    Ayar Law

    ayarlaw.com/

    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

    FAQs content

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    • 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.
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    • 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

    4.6

    199 Ratings

    Excellent

    142

    Very Good

    39

    Average

    16

    Poor

    2

    Terrible

    0

    VM

    Vicki Mclellan, CFP (US), EA

    Jul 28th, 2020

    Excellent, thank you. Really clarified the difference between the three forms, which was not so clear to me in my prior reading. Great webinar!

    TB

    Tom Bowman, EA

    Jul 22nd, 2020

    good review of subject not often covered in other tax instructions

    PA

    Pamellia Anthony

    Sep 1st, 2020

    Learned a lot about innocent spouse relief and on my own time!

    RB

    Ryan Becker, CPA (US)

    Aug 21st, 2020

    He was very knowledgeable and gave a great presentation.

    JMG

    James Mc Guire, EA

    Aug 28th, 2020

    Excellent presentation. I am going to review it again.

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