…prepared and signed after December 31, 2015. PTIN holders without an AFSP – Record of Completion or without other professional credentials will not be able to represent clients before the IRS in any matters for returns prepared and signed after December 31, 2015. Attorneys, CPAs, and EAs will continue to have unlimited representation rights and can represent clients before any office of the IRS.From the IRS website: https://www.irs.gov/tax-professionals/frequently-asked-questions-annual-filing-season-programOnce you’ve gathered all of your information, you can create an account on…

…Protection Program (PPP) as the number one topic for which they feel the need for additional guidance. Respondents also identified the Family First Coronavirus Response Act as second and the CARES Act as third. Outlook Ahead Members were asked what they perceived to be the biggest challenges for the 2020 filing season and to rank each item in order of importance. Both IRS operations (37 percent) and tax code and regulation changes due to COVID-19 (35 percent) were closely ranked…

…things like race, religion, culture, sexual orientation, gender, or identity will not be tolerated. Respect intellectual property. Post content that you have personally created or have permission to use and have properly attributed to the content creator. When posting items in our collaborative environment, please indicate if the item is not available for reuse. It’s also advisable to contact the owner of any material if you would like to reuse it. Post your message or documents only to the most…

…Collections 2 Grad Level Clarice Landreth, EA §6751(b) Essentials 1 Grad Level Tom Gorczynski, EA Capstone Course 1 Grad Level Clarice Landreth, EA   Digital Forum September Course Name CE Hours NTPI Equivalent Speaker September 29, 2020 Essential (Beginner) Opening Keynote Judge Mark Holmes Intro to Collections- Part 1 2 Level 1 Jon Hargis, EA Statute of Limitations (SOLs) 2 Level 1 Tom Gorczynski, EA Case Study: IRS Dirty Dozen 1 Level 1 David Gannaway, EA September 29, 2020 Pro…

…able to file a power of attorney in order to speak with the IRS or obtain a tax transcript. We assume this will include assisting a taxpayer for filing a tax return in the case of a substitute-for-return as well. How does the law potential conflict with the Internal Revenue Code and circular 230? The Debt Settlement Services Act requires enrolled agents to provide the state Department of Commerce with detailed taxpayer information contrary to circular 230 and the Internal…

…with the IRS 2 L1.03.21 – IRS Exam Process 2 Intro to Collections – Part 1 2 L1.04.21 – The IRS Collection Process 2 Transcripts + Introduction to Appeals 2 L1.05.21 – IRS Transcript Analysis 2 Assisting NonFilers + Case Study: IRS Dirty Dozen 2 L1.06.21 – NonFilers & SFR Assessment 2 Intro to Collections- Part 2 2 L1.08.21 – Overview of Collection Alternatives and L1.09.21 – Basic Installment Agreements 2 Introduction to Audit – Part 1 + 2 4…

…to the event to the Education Department staff. It will be approved on a case-by-case basis. Requests should be sent to education@naea.org. If the refund is approved by Education Department staff, then the purchase will be refunded by original payment method. No refund will be granted under 30 days prior to the event. Speakers Michael R. Miranda CPA Bringing 45 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is…

…Chapter 4: Medicare Module III: Comprehensive Retirement Planning Chapter 1: The Big Picture Chapter 2: Taxation of Retirement Income Chapter 3: Social Security & Retirement Case Studies Chapter 4: The Future of Social Security Module IV: Working with Clients Chapter 1: Social Security Income Planning Chapter 2: Introduction to Working with Clients Chapter 3: Self-Employed Business Owners Chapter 4: Working with Self-Employed Clients Module V: Social Security Software Case Studies Chapter 1: RSSA Roadmap Software Walkthrough Chapter 2: Pete Walker,…