May 2015 Webinars

To register: http://goo.gl/JOKunA

Join us during the month of May for the following continuing education webinars:

  • Offer’s in Compromise (OIC) - Monday, May 4 - Noon to 1 pm
  • Defense of Marriage Act (DOMA) - Tuesday, May 5 - Noon to 1 pm
  • Return Preparer Fraud and Remedies for the Client - Tuesday, May 26 - Noon to 1 pm
  • Identity Theft - Wednesday, May 27 - Noon to 1 pm

Who should attend: enrolled agents, other tax return preparers, CPAs

Each webinar is $35 and provides 1 hour of CPE  

Agenda: 

Offer’s in Compromise (OIC) – May 4, Noon to 1:00 - An overview of the OIC program, including how the OIC qualifier can assist (screen shots), how to appeal the IRS decision, and your clients options. We will also briefly discuss liens and levy actions IRS can take when tax debt is owed.

Defense of Marriage Act (DOMA) – May 5, Noon to 1:00 - An overview of the DOMA decision and how it affects filing status, community property state issues, the marital deduction for same sex couples, fringe benefit issues, gift tax issues and a multitude of other issues directly related to this Supreme Court decision.  The class is designed to provide the necessary information to inform your client of their federal tax responsibilities.

Return Preparer Fraud and Remedies for the Client – May 26, Noon- 1:00 - You have a new client and it is evident that serious mistakes have been made and now you, the new tax preparer must fix the mess another person has created.  How can you assist this client and what IRS procedures are available for resolving your client’s issues, when preparer fraud is present. How the Taxpayer Advocate can assist and what forms the client needs to file to establish they are a victim of fraud will also be discussed. 

Identity Theft – May 27, Noon to 1:00 - An overview of the Identity Theft process and how you can assist your client with getting the return processed and the refund issued. 

**All Webinars take place during Central Time.

Continuing Education: 

Who Should Attend:

  • Enrolled Agents
  • Other Tax Return Preparers
  • CPAs

Those licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward continuing education requirements.  CALT does not apply for CPE outside the state of Iowa, but will we assist in the process to make sure you receive your CPE credits.  For additional questions regarding CPE, please contact us at 515-294-5217.

Speakers: 

Kristy Maitre is a tax specialist for the Center for Agricultural Law and Taxation. She is also an enrolled agent and has almost 30 years of experience with IRS, most recently as the IRS Senior Stakeholder Liaison for Iowa. Kristy is well-respected among Iowa tax practitioners for her knowledge, service and dedication.

Registration: 

To register: http://goo.gl/JOKunA

Cost: $35 per webinar

Registration fee is non-refundable.  If you are unable to attend a webinar, we can transfer you to another webinar we are offering. Please contact us at 515-294-5217 for questions.

Date and Time: 
Tuesday, May 26, 2015 - 12:00pm to Wednesday, May 27, 2015 - 1:30pm
Location: 
Online