Events

Date: Monday, December 12th 12:00 – 2:00 PM EST Speakers: Clarice Landreth, EA and Beth Logan, EA Price: Free for NAEA Members | $50 for nonmembers Many tax professionals are involved in representation without realizing it. We will discuss what is considered representation - whether it be exam or collection representation, ways to access IRS records, and what resources are available to explore representation. Identify the difference between a 2848 and 8821 Read More >

Basic Foreign Certificate Program LIVE IRS Program #: X9QQU-T-00914-22-O CTEC #: 6257-CE-0112 CE: 1 IRS credit & 1 CTEC credit Speaker: Fernando Juarez Hernandez, EA, LLM The Basic Foreign Taxes Certificate Program offers those that take it, a deep dive into the tax issues surrounding foreign tax topics for foreigners with US income and US residents with foreign income. Attendees will leave the program with a basic understanding of the issues surrounding foreign taxes Read More >

Basic Foreign Certificate Program LIVE: Introduction to Foreign Forms IRS Program #: X9QQU-T-00915-22-O CTEC #: 6257-CE-0113 CE: 2 IRS credits & 2 CTEC credits Speaker: Katrina Haynes, CPA, CAA International taxpayers are becoming more and more common especially since the pandemic. Understanding the different ways to identify and file these returns can save the taxpayer and preparer a lot of headaches. In this session, we will discuss the forms, filing requirements and more! Learning Read More >

Event Type: Virtual Webinar Speaker(s): Argi O'Leary, Former Deputy Commissioner at the New York State Department of Taxation and Finance Description: In this session, you will learn tips from a former deputy commissioner at the New York State Department of Taxation and Finance for how to best represent your clients when dealing with NYS auditors and enforcement agents. We will cover tools for representing your client through a NYS audit, Read More >

Basic Foreign Certificate Program LIVE: Non-residents with U.S. Income IRS Program #: X9QQU-T-00916-22-O CTEC #: 6257-CE-0116 CE: 1 IRS credit & 1 CTEC credit Speaker: Fernando Juarez Hernandez, EA, LLM From a tax perspective, a nonresident deriving income from the U.S., could be subject to different tax implications. The rules for Fixed, determinable, annual or periodical (FDAP) income are completely different from effectively connected income (ECI). This course will provide a high-level overview of Read More >

Basic Foreign Certificate Program LIVE: U.S. Residents with Foreign Income IRS Program #: X9QQU-T-00917-22-O CTEC #: 6257-CE-0115 CE: 2 IRS credits & 2 CTEC credits Speaker: Parag Patel, Esq. With the IRS aggressively targeting US taxpayers with foreign income and assets, tax professionals must know benefits and obligations. We will review the rules of foreign income and asset disclosure: who needs to file, assets that must be reported, noncompliance penalties, and the potential liability Read More >

Basic Foreign Certificate Program LIVE: Turning Theory to Practice - Basic Foreign Tax IRS Program #: X9QQU-T-00918-22-O CTEC #: 6257-CE-0117 CE: 2 IRS credits & 2 CTEC credits Speaker: Parag Patel, Esq. We will review and analyze case studies that apply the rules and principles learned. We will identify best practices for compliance and discuss the benefits and pitfalls of the various IRS voluntary disclosure programs for noncompliant taxpayers. This course is intended as Read More >