Massachusetts / Rhode Island NATP Chapter Annual Meeting & Educational Seminar October 27th 2015
Join the Massachusetts / Rhode Island NATP Chapter on Tuesday, October 27th, 2015 for our Annual Meeting & Educational Seminar. This all day event will be held at the Holiday Inn in Mansfield, MA. Registration details are below, and is handled online by National. Take a look at the details on our speaker and topics provided in this great 8 CE Hour opportunity including continental breakfast, snacks, lunch, vendors and great networking opportunities. This seminar is limited to the First 100 Registrants!
For registration info, please visit our chapter website - http://www.massrinatp.org/
Speaker - Kathryn M. Morgan, EA, Fellow NTPI
Tax Research Tips & Techniques for Citations, Court Cases & Basis Reconstruction
Good research is necessary to keep up with the ever-changing tax laws and practical procedures. This course will include research methodology, tips and techniques. Case studies will demonstrate research methods and locations as well as due diligence procedures for reconstructing basis in capital assets. Participants will learn the hierarchy of citation authority as well as the standards of reliance on opinions when working with tax positions. IRS #JSAQG-T-00016-15-I
Notice of Deficiency: It’s NOT The End Of The World! Judicial Review, Collections Appeals and Collections Due Process
This presentation will discuss the actions that need to be taken when a client receives a Statutory Notice of Deficiency from the IRS. A thorough review of the timing aspects of appeals and Tax Court filings will be covered as well as case reviews of each option. (IRC §6212) Participants will learn how to use the IRS Collections Appeal Program (CAP) or the Collection Due Process (CDP) program to their client’s benefit; the pros and cons of both programs; and Judicial Review procedures and restrictions. We will also briefly review the integration of the collections and exams sides of this topic. IRS #JSAQG-T-00017-15-I
Living Off The Grid: Bringing Your Client Back Into Compliance
In this course, we will tackle the long term non-filer, (I.R.M. Sec. 4.19.17) taxpayers who live by working in an “under the table” environment. We will learn the types of situations that make non-filers need to get compliant; what options for getting and remaining compliant the taxpayer has; how far back the taxpayer needs to go to get compliant; and review payment options for taxpayers who have large balances once the returns are filed. IRS #JSAQG-T-00018-15-I
Identity Theft: Everyone Can Become A Victim!
Identity Theft: It’s a worldwide crime wave and it can affect every aspect of a taxpayer’s life. We will discuss how to keep clients safe from this crime, what to do if they are a victim, steps the IRS is taking to help prevent identity theft, and ways to speed the process through the IRS Identity Protection Specialized Unit to get the clients back on track in a timely manner. IRS #JSAQG-T-00019-15-I
Special Offer for the January 7, 2016 State Update Seminar
Sign up on October 27, 2015 and pay by November 9, 2015 for ½ Price