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Self-Study CPE
WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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AREAS OF CONTROVERSY UNDER THE TCJA
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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Free cpece webinars
Health Savings Account Benefits for You and Your Tax Clients

HEALTH SAVINGS ACCOUNT BENEFITS FOR YOU AND YOUR TAX CLIENTS

Cost Free
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00718-20-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Any time is a good time to open an HSA.  To cut costs, more employers are moving to high-deductible insurance plans and taking a 100% deduction for all contributions to HSA accounts.  

Tax advantages include:


  • Above-the-line deduction for contributions

  • Pay otherwise nondeductible Medical expenses with Tax-Free Dollars

  • Invest the HSA

  • Includes new HRA changes

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Roger is considered the foremost authority on all things involving e-Services and IRS transcripts since pioneering the IRS Transcript analysis industry a decade ago launching Tax Help Software which has downloaded over one-third of a billion transcripts. Roger is a national speaker on tax industry best practices who also consults with some of the largest tax software companies, accounting firms , tax resolution firms, and the IRS.

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Bill Nemeth, EA, has over 30 years of experience as a tax professional – He and his wife Merry Brodie operated their tax franchise operation with 24 offices and 12,000 returns per year. They sold this business in 2012 and embarked upon a new endeavor, Tax Audit Guardians, assisting troubled taxpayers.

Bill is currently GAEA President & GAEA Education Chair.  He is active at the National Level as an elected member of the NAEA Affiliate Council.   He holds bachelors (Kettering Institute) and masters degrees (MIT) in Mechanical Engineering and an MBA in Marketing (Wayne State University).  He is an NTPI Fellow and has taught at NTPI.  He is a member of the NAEA Tax Education Committee and is a Trustee of the NAEA Education Foundation Board.  He prepares and presents live programs and webinar programs on timely federal tax topics.  He has worked as a SME (Subject Matter Expert) for Prometric, the contractor that prepares and administers the Enrolled Agent Exam.
 
He is a member of the IRS SouthEast Stakeholder Liaison Group and is active in the IRS IMRS (Issue Management Resolution System) calls.  He has represented GAEA as a member of the Georgia Tax Practitioners Advisory Group.  In his spare time, he and his wife Merry are amateur beekeepers.

Additional Materials
Handout
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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In 2010 Roger Nemeth managed a large tax franchise in Atlanta that employed 15 Enrolled Agents. Everyday he observed the large amount of time spent requesting and waiting by a fax machine on the transcripts from the IRS. These transcripts are difficult to read, therefore even more time was spent organizing the data to find the tax issues and help the client. He attempted to buy a "Transcript Analyzer" product to reduce the amount of time it took to handle these tax issues. After hours of scouring the Internet, Roger realized that one did not exist. From that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Their users have downloaded over 90,000,000 IRS transcripts and processed over 75,000 Reports. They are constantly improving the product and open to suggestions from our users.