Representation - Intro to Resolution
Register
- 10:00 am - 12:00 pm Pacific Time
- 11:00 am - 1:00 pm Mountain Time
- 12:00 pm - 2:00 pm Central Time
- 1:00 pm - 3:00 pm Eastern Time
Important: Your webinar access link will come from webinar.host@bigmarker.com.
This basic course will help you understand what tax resolution really is, the background and current landscape, and possible lucrative areas of tax representation. We cover the different types of representatives you may encounter and their roles as you work with them on the front lines. We help you understand your authority and proper forms and procedures to allow this authority. We cover the organizational overview of the IRS, the Taxpayer Bill of Rights (TBOR) and help you understand your ultimate role in successfully representing a client before the IRS and ultimately protect their rights as a taxpayer.
- Understand IRS Representatives, Titles and Roles
- Learn about Authority granted by Circular 230 as well as other types of authority
- Discover the technique for proper 2848 (Power of Attorney) and 8821 submission and acceptance
- Learn how to obtain and work with confidential taxpayer information such as transcripts and FOIA requests
- Discover online tools to work with the IRS as well as education and resources at the tip of your fingers
- Understand the IRS Organizational structure and what the 4 main operating divisions are
- Learn the roles of other principal offices of the IRS, including TAS, CI, OPR, Appeals and RPO, to name a few
- Learn what the Taxpayer Bill of Rights (TBOR) is and what is included
- Discover the IRS “10 Deadly Sins” and what this means to the IRS personnel you will be working with
- Understand your own obligations, requirements and best practices as required by Circular 230
Official Registry Statement:
The National Society of Tax Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional 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.
CTEC Disclosure Statement:
The National Society of Tax Professionals has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Disclaimer:
Group Internet Based courses are interactive audio-visual presentation courses led by an NSTP Instructor. These courses include a pre-recorded session and may also include PowerPoints slides, a PDF textbook or both.
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.
Administration Policies:
Registration
- Effective upon registration confirmation, the following applies: Due to the proprietary nature of NSTP course materials, all webinar and live-streaming course purchases are non-refundable, non-cancelable, and may not be transferred to another NSTP course.
- Executive Members who register and do not attend, will be charged the full course price.
- It is essential for each participant to register using their own name and email address; logging in with a different email may result in no CE credits being reported.
- Each link is unique to the registered email address and will not function if forwarded to another email.
Attendance Monitoring For CE
Group Internet Based courses use a popup tool to monitor attendance. According to guidelines, you need to respond to at least three popups per hour to qualify for continuing education credits. We have included several additional pop ups throughout the course to ensure that all participants have the opportunity to earn the full CE credits. CE credits cannot be earned by participating in the course via phone only.
Other Administration
- Once registrations are finalized, a link will be sent to the registrant's email address via BigMarker. Don't see your link? Check your spam and junk folders before contacting NSTP.
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.
More Information
For more information regarding refund, cancellation and complaint policies, please contact our office at 800-367-8130.
