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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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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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