Green & Sklarz LLC is proud to present “The 2022 Speaker Series.”
Be sure to join Eric Green of Green & Sklarz as he welcome various guests throughout the year via LIVE WEBCAST for a timely and informative series of webinars aimed at helping you – the tax practitioner – with the latest and best information, know-how, and tips and tricks of the industry.
- All Programs are FREE to Register!
- All Programs are 1pm – 2pm Eastern via LIVE WEBCAST *
- All Programs Earn 1 Credit CPE for EAs and CPAs *
(* August program is 2 hours!)
The 2022 Speaker Series Programs
Learn more about each incredible program:
The IRS has been pursuing non-filers and issuing Notices of Deficiency at a record pace. This program will explain the opportunities for practitioners to reopen assessed tax liabilities, including audit reconsideration, doubt-as-to-liability offers, amending tax returns, and challenging the assessment at a CDP hearing. The program will explain each option and when practitioners should consider utilizing each of them.
- Understand how to request audit reconsideration
- Identify when is it possible to use an amended return to reopen a bad assessment
- Explain how Doubt-as-to-Liability Offers work
- Understand how to utilize a CDP hearing to force a reconsideration of a tax liability
- Describe how to use refund requests to reopen a bad assessment
Program #: 15UFN-T-00210-22-O
IRS examiners have become very aggressive in pursuing preparer penalties and appraisal penalties when it believes the professional crossed the line. This can be for anything from disagreeing with the valuation you arrived at or even failing to file your own tax returns. These penalties, once paid, will lead to an automatic referral to the IRS Office of Professional Responsibility. We have defended several professionals lately before the Office and will update you on what the IRS is doing, what you can do to avoid the penalty, and if assessed what to do to avoid the OPR referral. If referred, we will explain what will happen and how best to defend yourself to avoid losing your license and ability to practice.
- Identify the penalties that create an OPR referral
- Explain how OPR operates
- Describe the process for defending a tax professional before the IRS OPR
Program #: 15UFN-T-00222-22-O
Those late-night commercials make it sound just so easy, but how do you get rid of tax penalties? This program will cover the various penalties applied by the IRS, and the various ways practitioners can seek to have them removed. The program will cover First Time Penalty Abatement, abatement for reasonable cause, and how to lay the groundwork for avoiding penalties during the audit.
- Understand the first-time abatement program and when it applies
- Describe reasonable cause for avoidance of penalties
- Identify opportunities to avoid penalties during an IRS examination
Program #: 15UFN-T-00212-22-O
The number one reason why small businesses get into tax trouble is due to the failure to report and pay payroll taxes. Payroll tax liabilities are such a large part of the Tax Gap that the IRS has started a number of initiatives to deal with the non-compliance by employers which rolled out this past January. This program will cover the current IRS initiatives to deal with payroll tax issues, including the Trust Fund Recovery penalty and how the IRS will pursue responsible owners and employees of the business it believes is responsible for the unpaid payroll taxes. The program will also review how practitioners can help their client’s either avoid the Trust Fund Recovery Penalty or resolve the personal liability issues.
- Understand how the IRS assesses the company and responsible individuals for the unpaid payroll taxes
- Identify who may be deemed personally responsible for the unpaid payroll taxes
- Explain the assessment procedures under IRC § 6672
Program #: 15UFN-T-00213-22-O
This program will review the pros and cons of the IRS offer in compromise program and compare it to utilizing bankruptcy as an option to resolve a taxpayer’s back tax debt as well as when one option should be considered over the other. The program will cover the basics of an offer in compromise and the various forms of offers, the RCP calculation, and factors to consider when filing an offer in compromise. The program will also explain how bankruptcy works, what taxes are and are not dischargeable, how bankruptcy can be used to force a repayment plan on an otherwise unwilling IRS, and when bankruptcy may be the best option to resolve back tax debts.
- Recall the pros and cons of the IRS offer in compromise program
- Recognize what factors to consider when filing an offer in compromise
- Identify when bankruptcy may be the best option to resolve back tax debts
Program #: 15UFN-T-00214-22-O
When dealing with a cash business the issues surrounding the examination magnify, as now the IRS will delve into what was reported but may have NOT been reported. This program will review what practitioners need to be considering when preparing for an examination of a cash intensive business.
- Identify how the IRS look’s into what was reported or NOT reported
- Recognize what practitioners need to be considering when preparing for an examination of a cash intensive business
- Identify those industries the IRS views as cash intensive
- Understand the various techniques utilized by the IRS to identify unreported income
Program #: 15UFN-T-00215-22-O
This program will explain the mechanics of the federal tax lien, when it is utilized and what practitioners can do to assist their client to deal with it. The program will cover discharging assets from the tax lien, subordinating the tax lien, and requesting the lien be withdrawn.
- Explain how the statutory lien works
- Explain the options for selling assets out from under a tax lien
- Identify when a taxpayer may request a lien be withdrawn
Program #: 15UFN-T-00216-22-O
This program will walk practitioners through the various options for payment plans with the IRS to resolve a back tax debt and how to select one type over another.
- Identify the collection alternatives with the IRS
- Understand the various types of installment agreements
- Explain when to select one type of agreement over the other
Program #: 15UFN-T-00217-22-O
This program will update you on where the IRS stands on voluntary disclosure for domestic and foreign issues and how best to use the program to save your client from their past misdeeds. They will also cover topics with the IRS disclosure form 14457 and issues you need to address with the client before filing!
- Determine where the IRS stands on voluntary disclosure for both domestic and foreign issues
- Identify how best to make use of the program to save your client from past misdeeds
- Review issues with the IRS disclosure form 14457 and issues that you need to address with the client before filing
THE 2022 SPEAKER SERIES IS CONCLUDED. USE THE LINKS ABOVE TO WATCH THE RECORDINGS FOR EACH PROGRAM.
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Tax
CPE: 1-2 hours
IRS CE: 1-2 hours
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by either email (firstname.lastname@example.org or by phone (203-285-8545) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to Nicole Golino at email@example.com or by calling us at (203) 285-8545.
CPE Credits & Field of Study: Recommended 1 CPE Credit Hour EACH in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour