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2026 NH ME Chapter of NATP Spring Seminar Event - Concord, NH

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Session details

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

Instructor
Kathy Morgan, EA, USTCP
Duration
100 minutes
Advanced preparation
None
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 2Designation: AFSPField of study: Federal Tax Law Topic
Governing body: IRSCPE credits: 2Designation: EAField 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

Instructor
Kathy Morgan, EA, USTCP
Duration
100 minutes
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 2Designation: AFSPField of study: Ethics
Governing body: IRSCPE credits: 2Designation: EAField 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

Instructor
Kathy Morgan, EA, USTCP
Duration
100 minutes
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 2Designation: AFSPField of study: Federal Tax Law Topic
Governing body: IRSCPE credits: 2Designation: EAField 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

Instructor
Kathy Morgan, EA, USTCP
Duration
100 minutes
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 2Designation: AFSPField of study: Federal Tax Law Topic
Governing body: IRSCPE credits: 2Designation: EAField 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.