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IRS Regulations & Identity Theft: Are You Following the Rules & Are You at Risk?

IRS REGULATIONS & IDENTITY THEFT: ARE YOU FOLLOWING THE RULES & ARE YOU AT RISK?

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Information Technology
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this webinar, we will be discussing the importance of Knowledge Based Authentication and the regulations explaining why our role as practitioners has become critical. Identities, both personal and business, are valuable products for those who steal them and sell them or use them for their own benefit. But this conversation is much more than stealing identities. Situations such as innocent spouse cases with the IRS may put you in another risk area. Come to hear Dawn W. Brolin, CPA, CFE and Eric Green, Esq. discuss the importance of identity protection and your involvement and responsibilities.
 
Learning Objectives:


  • Learn about how the IRS views the importance of identity verification for Form 8879.

  • Recognize identity theft of individuals and businesses and how your clients can protect themselves.

  • Associate Innocent Spouse cases and where your liability as a preparer stands.

  • Learn about how you can use KBA authorized e-signature software to help you minimize the risk of identity theft when sending Form 8879.

  • Understand how to use technology to help protect you during your busy season.

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Dawn is a Certified Public Accountant, Certified Fraud Examiner,  and CEO of Powerful Accounting, LLC.  The firm has two locations in Connecticut, one in Windham and one in New Haven.  Powerful Accounting is a nationally recognized accounting, tax, forensic and fraud, IRS and State Agency audit professionals as well as a QuickBooks consulting firm. Recently, Powerful Accounting has partnered with Anderson, Brolin & Coba CPAs, LLC – a powerhouse tax preparation, consulting and wealth management firm where Dawn is a partner.  In addition, Powerful Accounting created a sister company, Your Turn, LLC, where they specialize in application consulting and implementation for small businesses.
 
Dawn’s list of professional accomplishments is extensive and includes working with prestigious companies such as Intuit, TSheets.com, Fundera, MSNBC, and The Woodard Group and many more.  Named “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today, and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her amazing Team at Powerful Accounting.  
 
Known for her hilarious presentation style, Dawn has been featured on MSNBC “Your Business” and has spoken at Intuit’s QuickBooks Connect, Scaling New Heights, Sleeter Conference, TD Bank North locations, Tory Johnson’s Small Business Spark and Hustle Tour, Live Your Legacy Summit, and many more.  Her commitment to her continuing education motivates her to learn something new every single day and recently passed the Certified Fraud Examiner exam in the summer of 2017.  Her next goal is to earn her Certified Forensic Accountant license in 2018.

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Eric is a partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services, as well as handling probate matters and estate planning for individuals and business owners and tax planning for closely held businesses. He is a frequent lecturer on tax topics for CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He is the author The Accountant’s Guide to IRS Collection (available www.tgpublish.com), and he is a columnist for CCH’s Journal of Practice & Procedure. He is also the founder of The New England IRS Representation Conference. Mr. Green is a contributing author for Advocating for Low Income Taxpayers: A Clinical Studies Casebook, 3rd Edition, and has also been quoted in The Wall Street Journal, USA Today, Consumer Reports, The Wall Street Journal’s Market Watch, TheStreet.com and CreditCard.com. Prior to practicing law Attorney Green served as a senior tax consultant for KPMG and Deloitte & Touche. Attorney Green was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association’s Closely Held Businesses Tax Committee. Attorney Green is the current Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section. Eric is a Fellow of the American College of Tax Counsel (“ACTC”). Attorney Green is also a member of the Connecticut, Massachusetts and New York Bar Associations, as well as the American Bar Association. Attorney Green is admitted to practice in Massachusetts, New York and Connecticut Superior Courts, the United States Tax Court, The Federal Court of Claims and the Federal District Court for Connecticut. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation (LL.M.) from Boston University School of Law.

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