…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,…

1. SERVICES PROVIDED 2. PROPERTY RIGHTS ON THE SITE AND IN USER-SUBMITTED DATA 2.1 Property Rights on the Site 2.2 Property Rights in User Submitted Data 3. DISCLAIMER OF WARRANTIES AND LIMITATION OF LIABILITY 4. YOUR INFORMATION 4.1 You warrant that 4.2 Contributions 5. CONFIDENTIALITY 6. TERMINATION 7. INDEMNIFICATION 8. COMPLIANCE WITH LAWS 9. GENERAL The www.NAEA.org Web site (“Site”) is made available by the National Association of Enrolled Agents and that National Association of Enrolled Agents Educational Foundation (collectively…

…before the IRS. 1966 The Treasury Department began using the Enrolled Agent (Enrolled to Practice before the IRS) title for the professionals it licensed.   California Society of Enrolled Agents. (n.d.). The history of enrolled agents and CSEA. History. Retrieved December 15, 2021, from https://csea.org/CSEA/Your_CSEA/About_Us/History/CSEA/Your_CSEA/History.aspx?hkey=bcd7a01d-b74c-4099-bc5c-bbae0df4a98c 1972 NAEA was founded as the Association of Enrolled Agents (AEA) in 1972 in Hawthorne, California. Through the pioneering efforts of David Smollan, EA, the Founding Chapter of an organization dedicated to Enrolled Agents was…