…in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege. Continuing Education The IRS requires 72 hours of continuing education every three years in order to maintain an active license and practice rights. NAEA members are held to a higher standard than the IRS’ minimum 72 hour continuing education requirement. NAEA members…

…former NYSSEA president Frank Degen—as a constant companion in interpreting the tax code and in letting me (and others in Washington) know how people in the “real world” behave. I am asked for EA input on a variety of topics. Within the past several months, IRS has reached out and asked about: a proposal to institute a criminal background check for EAs, enrolled actuaries, and ERPAs; a query from IRS’ Office of Burden Reduction on letters and CP notices (namely,…

…nationally recognized presenter at National Tax Practice Institute™ (NTPI®) events, the moderator of Tax Talk Today, California Society of Enrolled Agents Super Seminar, and Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!…