• darkblurbg
    2020 Williamsburg Special Topics Workshop
    June 22 - 23, 2020
  • darkblurbg
    Dewitt Wallace Decorative Art Museum
    Colonial Williamsburg is a living-history museum
  • darkblurbg
    Water Country USA
    Sprawling water park
    including river rafting with tunnels & falls.

Special Topics Workshop Presents

14 CPE

2020 Williamsburg, VA - Special Topics Presents

Instructor: Isaac R. McRae, III, MST, EA, Fellow

Course Description: The primary focus of this course is IRS Examination Representation. This course will provide discussion on the responsibility of the taxpayer representative, as well as a review of the various types of Taxpayer Representatives. The course will also discuss the role of the Office of Professional Responsibility and the practitioner’s educational requirements. There will also be discussion on the role of the Practitioner Priority Office, and review of IRS Forms 2848, and 8821 and the client engagement letter. Understanding IRS Notices: The course will discuss and review the various IRS Notices relating to examination and collection issues. Discussion will include what to do when a taxpayer forwards an IRS Notice to you as their Representative. The course discusses how to respond to a Notice. It includes discussion on the information a representative should compile when responding to a Notice. It also discusses what to do when a Notice looks suspicious. Representation Before the Examination Division of the Internal Revenue Service: The course provides Tax Professionals with a broad base of knowledge needed to properly and successfully represent their clients in an IRS audit. This course will provide details in the areas of: Tax Representation including the history, definition, description, and qualifications of a Representative and the types of Representatives. Taxpayer Audit including the audit selection criteria and types of auditors and audits. Auditor’s Process including the Notice of Examination, Auditor’s resources, and the Information Document Request (IDR) Representative’s Process including the client engagement, the client interview and documents and the Representative’s resources. Examination of the Return including review and lack thereof of client records, disagreement with the auditor and the auditor’s report, the appeals process, audit reconsideration issues and petition to Tax Court. Understanding the Importance of Tax Research: The ability to research is one of the most valuable tools a tax practitioner possesses. This course will provide step by step instructions on the hierarchy of tax research. This course will discuss the difference between authoritative and non-authoritative sources. Participants will review the hierarchy from the Internal Revenue Code, Treasury Regulations, Legislative History, Judicial Authority and IRS Positions. Review of the Internal Revenue Manual: The Internal Revenue Manual (IRM) is the official play book of the Internal Revenue Service. The course will review and discuss the format of the IRM. Review and discussions will primarily focus on the examination and collection procedures IRS recommends for its employees. Understanding the Appeal Process: The appeals process provides the taxpayer with an opportunity to resolve a dispute between the IRS and taxpayer. This course will discuss the types of cases that the Appeals Division will review, determine whether an appeal must be formal or informal, how to write an effective appeal and the types of decisions appeals will render. Understanding Tax Penalties: The internal Revenue Code has over 150 civil penalties. The course will review and discuss many of the common penalties that affect the taxpayer and the taxpayer representative. The penalties included in the discussion include: underestimated and late payment, failure to timely file or timely pay tax, tax fraud penalties, tax advisor penalties, 100% penalty on withholding and excise tax penalties.

Learning Objectives: At the completion of this course the Tax Professional will understand the complexities associated with Taxpayers representation. In addition, the course will distinguish examination vs. collection processes and procedures as well as the differences in IRS personnel in these areas. The participant will understand how to review IRS Notices concerning examination and collection issues as well as how to properly respond to the issues involved. The course will help the Tax Professional identify real IRS Notices from fictitious documents. At the completion of the course the Tax Professional will understand how to effectively proceed against IRS Examiners and the IRS Collection Officers. The Tax Professional will also be able to handle the various complexities of an examination and for collection case from start to finish. The Tax Professional will be able to research Federal Income Tax Issues and understand the hierarchy of authoritative sources that will lead to the successful outcome of the issues at hand. At the completion of the course, the Representative will be able to properly interpret the Internal Revenue Manual and understand its purposes as it relates to IRS personnel and how they go about conducting their duties and responsibilities. After completing this course, the Representative will have the ability to construct an effective appeal of an assessment by the IRS. The Representative will be able to distinguish between filing a formal or an informal appeal based upon the IRS rules procedures. In conclusion of completing this course, the Tax Professional will be able to distinguish between the two types of penalties which are automatic penalties and approved penalties by immediate supervisors. The Representative will be able to understand how to properly challenge and abate penalties assessed by the IRS.

CPE Program Standards

  • CPE Credits: 12 CPE
  • Course Level: Basic
  • Prerequisite: Knowledge of Federal Tax Law
  • Advance Preparation: None
  • Delivery Method: Group Live

Scheduled Times: June 22, 2020

  • Registration: 7:30 AM
  • Session Begins: 8:00 AM
  • Session Concludes: 4:00 PM

Scheduled Times: June 23, 2020

  • Registration: 7:30 AM
  • Session Begins: 8:00 AM
  • Session Concludes: 12:00 PM

Category

  • IRS: 12 CPE
  • NASBA: 12 CPE
  • CTEC: 12 CPE

Instructor: Isaac R. McRae, III, MST, EA, NTPI Fellow

Course Description: This course discusses the issues of Ethics and covers Treasury Regulations in Circular 230. Topics to be addressed include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation, and standards for tax returns under Circular 230. Also included is a discussion of the requirements of the Annual Filing Season Program (AFSP). Course encourages class participation of real life challenges.

Learning Objectives: At the completion of this course, participants will be able to describe the rules in Treasury Regulation Circular 230 that govern practice before the IRS, best practices for tax advisors, identify the standards for preparing tax returns and other documents, and the importance of the PTIN. Participants will also understand that many ethical issues are not always readily solvable without using due diligence and standards of practice.

CPE Program Standards

  • CPE Credits: 2 CPE
  • Course Level: Basic
  • Prerequisite: Basic
  • Advance Preparation: None
  • Delivery Method: Group Live

Scheduled Times

  • Registration: 12:00 PM
  • Session Begins: 12:30 PM
  • Session Concludes: 2:40 PM

Category

  • IRS: 2 Ethics
  • NASBA: 2 Ethics
  • CTEC: 2 Ethics

2020 Williamsburg, VA - Special Topics Presents

June 22 - 23, 2020

Full Course

June 22 - 23, 2020

Ethics

June 23, 2020

Past EA Boot Camp attendees

Must Call to Register, No Online Registration

$375.00

N/A

Executive Members

Must Call to Register, No Online Registration

$375.00

Free

Members

$499.00

$89.00

Non-Members

$659.00

$129.00

Register Now Register Now

Full Course Schedule

June 22, 2020

June 23, 2020

Registration 7:30 AM - 8:00 AM 7:30 AM - 8:00 AM
Session Begins 8:00 AM 8:00 AM
Session Concludes 4:00 PM 2:40 PM

Ethics for the Taxpayer Representative Schedule

June 23, 2020

Registration 11:30 AM - 12:00 PM
Session Begins 12:00 PM
Session Concludes 2:40 PM

DoubleTree by Hilton Hotel Williamsburg

DoubleTree by Hilton Hotel Williamsburg

This modern hotel off Highway 60 is a 5-minute drive from Busch Gardens theme park and 4.3 miles from downtown Williamsburg.

All rooms offer contemporary decor and custom-designed beds, plus minifridges, flat-screen TVs, and free WiFi. Suites add separate living areas. Some rooms feature balconies.

There's an all-day restaurant serving traditional American cuisine, a casual bar with pool tables, and a cafe serving coffee and snacks to-go. Amenities include a 24/7 fitness center and an indoor/outdoor pool. There's 48,000 sq ft of event space, a 1,600-seat ballroom and a Busch Gardens shuttle.

Location Information


Rates Expire May 24, 2020

Call: 1 (800)222-8733* to Reserve your Room
Dates Rates Register
June 23, 2020 $139.00 Call: 1 (800)222-8733*
June 24, 2020 $139.00 Call: 1 (800)222-8733*
June 25, 2020 $139.00 Call: 1 (800)222-8733*
June 26, 2020 $139.00 Call: 1 (800)222-8733*
*Reservations will be made by individuals calling the Hotel directly at 800-222-8733. Individuals must identify themselves as being with the group, Williamsburg Special Topics Workshop at the time the reservation is made in order to receive the special group rate

Administrative Policies NSTP follows strict administrative policies

Late Registration
  • Registrations must be received no later than 7 days prior to the seminar date.
  • Registrations received after this date will be subject to a $35 late fee.
Refunds
  • NSTP provides refunds to registrants up to 7 days prior to the date of the course. For those registrants canceling within 14 days prior to the date of the course NSTP will allow attendance at another seminar site. If there are extraordinary circumstances NSTP will allow the participant to attend a future education course. An administrative charge of $25 will be assessed if canceled. For more information regarding refund, cancellation and complaint policies, please contact our offices at 800-367-8130
Cancellation
  • NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.
Walk-In
  • We do not accept walk-in attendees. Payment must be received in advance of the class. Classes may not be retaken without payment.
Disclaimer
  • Seminar materials and seminar presentations are intended to stimulate thought and discussion and to provide attendees the useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any particular tax procedure, tax planning technique or device or suggestion or any of the tax consequences associated with them.
  • Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual's reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials and during the seminar presentation before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique or suggestion before recommending the same to a client or implementing the same on a client's or on his or her own behalf.
Attendance Policy
  • Only paid registrants are able to attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins. The seminar lunch is for paid registrants only and is included in the registration fee.