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Session details
- Instructor
- Kathy Morgan, EA, USTCP
- Duration
- 100 minutes
- Advanced preparation
- None
- Delivery method
- Group Live
- Instructor
- Kathy Morgan, EA, USTCP
- Duration
- 100 minutes
- Delivery method
- Group Live
- Instructor
- Kathy Morgan, EA, USTCP
- Duration
- 100 minutes
- Delivery method
- Group Live
- Instructor
- Kathy Morgan, EA, USTCP
- Duration
- 100 minutes
- Delivery method
- Group Live
Description
How to research tax citations, use the research effectively on the return and in correspondence with the IRS. How to reconstruct basis on items in an audit.
Details
CPE
| Governing body: IRS | CPE credits: 2 | Designation: AFSP | Field of study: Federal Tax Law Topic |
| Governing body: IRS | CPE credits: 2 | Designation: EA | Field of study: Federal Tax Law Topic |
Description
A detailed dive into due diligence from the tax professionals' side of the desk including items needing due diligence, case studies and preparer penalties and preparer audits.
Details
CPE
| Governing body: IRS | CPE credits: 2 | Designation: AFSP | Field of study: Ethics |
| Governing body: IRS | CPE credits: 2 | Designation: EA | Field of study: Ethics |
Description
Deep dive into the differences between Injured and Innocent spouses and all three types of Innocent spouse and how to file for each.
Details
CPE
| Governing body: IRS | CPE credits: 2 | Designation: AFSP | Field of study: Federal Tax Law Topic |
| Governing body: IRS | CPE credits: 2 | Designation: EA | Field of study: Federal Tax Law Topic |
Description
A review of recent tax court cases with a broad scope of interest in the tax preparers practice. We will take a dive into the world of the tax court and their decisions on cases involving items that we see regularly in the preparation of tax returns. The ever-evolving world of precedence set by tax court and other court rulings on tax related matters make this course essential knowledge in the sustainable positions on tax returns for not only the client but to protect the preparer from penalties as well.
Details
CPE
| Governing body: IRS | CPE credits: 2 | Designation: AFSP | Field of study: Federal Tax Law Topic |
| Governing body: IRS | CPE credits: 2 | Designation: EA | Field of study: Federal Tax Law Topic |
CPE sponsor disclosure
The CPE associated with this education is provided by the New Hampshire/Maine NATP Chapter and is independent of national NATP sponsorship.
IRS sponsor number: TFWN3
See our CPE sponsor page for more information on reporting.