IRS Collection Division Representation (May 22, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) During the past couple of years there has been a dramatic jump in IRS enforced collection actions. This class will discuss the methods the IRS is using in this new enforcement environment. CPE: 2 Hours/Taxes
Successful Financial and Estate Planning in 2012 - Essential Estate Planning Considerations (June 5, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) Despite the generous transfer tax exemption we have today, it is essential to plan now for a potential reduced opportunity in the future. CPE: 2 Hours/Taxes
Specific Estate Planning Techniques to Consider in 2012 (June 7, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) Take advantage of gifting opportunities with the increased transfer tax exemption afforded by: outright gifts, gifts in trust, gifts to education and medical care providers, generation-skipping gifts, and spousal estate reduction trusts. CPE: 2 Hours/Taxes
2012 Representation Update (June 12, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) Over the past several years the IRS has dramatically increased its enforcement efforts. This class will discuss the methods the IRS is using in this new enforcement environment. CPE: 2 Hours/Taxes
Penalty Games: Reducing IRS Penalties (June 26, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) Each day the Internal Revenue Service asserts millions of dollars in tax penalties against taxpayers. Many of those penalties are subsequently abated because of quality representation by experienced practitioners. This class will cover the basics of supporting reduction of IRS tax penalties. CPE: 2 Hours/Taxes
Money Laundering and Foreign Bank Accounts (July 11, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) Many of our client's may be engaged in either cash transactions or have opened foreign bank accounts to avoid IRS scrutiny. This class will alert you to IRS enforcement efforts and the compliance requirements for both cash transactions and foreign accounts. CPE: 2 Hours/Taxes
How to be More Appealing to the IRS: Appeals Representation (July 26, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) As IRS enforcement efforts have increased dramatically over the past three years, taxpayers have increasingly needed to seek the assistance of the IRS Appeals Division. Taxpayers who are audited usually have a right to appeal any determination by an agent. CPE: 2 Hours/Taxes
Avoiding Ethical Violations (August 9, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) During 2011 the IRS announced major revisions to Circular 230. We all try to the right thing but many of us have busy practices and those pressures may cause us to inadvertently face an ethical problem. CPE: 2 Hours/Ethics
Family Business Succession Planning Issues (August 14, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) This session will address the difficulty of getting clients to do business succession planning and how to overcome their reluctance. CPE: 2 Hours/Taxes
Cancellation of Debt: Foreclosures (September 20, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) A financially troubled taxpayer suddenly faces substantial tax problems upon the foreclosure of his or her property. The Internal Revenue Code imposes taxes upon the cancellation of debt. CPE: 2 Hours/Taxes
Employment Tax Issue: Employee vs. Independent Contractor (September 27, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) During 2011 the IRS announced a new program to resolve independent contractor employee issues. Improper classification of employees as independent contractors, innocent or otherwise, can lead to liabilities exceeding 50% of the workers' annual wages. CPE: 2 Hours/Taxes
Advanced Examination Techniques and the Practitioner's Role in Protecting Taxpayer's Rights (October 23, 2012 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT) Although the IRS audits about 1.4 million taxpayers each year the vast majority are correspondence audits. This class will cover the minority of audits where the IRS personally contacts the taxpayer and ask to conduct an exam at her home or business. CPE: 2 Hours/Taxes
Audit Reconsideration (November 6, 2012 at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST, 11:00 AM PST) Sometimes our clients fail to timely respond to IRS examination notices. As a result the IRS makes an assessment and issues collection notices. This class will cover the option to seek audit reconsideration. CPE: 2 Hours/Taxes
Non-Filer Representation (November 13, 2012 at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST, 11:00 AM PST) This presentation will cover the best methods to represent your non-filing clients. CPE: 2 Hours/Taxes
IRS Correspondence Audits (November 27, 2012 at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST, 11:00 AM PST) The IRS has more than doubled its level of examinations over the last several years. Many more taxpayers are becoming subject to correspondence audits. CPE: 2 Hours/Taxes
Successfully Negotiating Offers in Compromise (December 11, 2012 at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST, 11:00 AM PST) Over the past several years, the Internal Revenue Service has totally revised its system of offers in compromise. Practitioners must comply with increasingly complex rules for settlement of outstanding tax obligations. CPE: 2 Hours/Taxes
