Content Provider
Greensklarz

Sponsored by
Mileiq logo Ea credits middle
Self-Study CPE
FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART I
View Details/Register
FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART II
View Details/Register
INTRODUCTION TO INTUIT PROCONNECT PROSERIES: TAX SOFTWARE DEMONSTRATION
View Details/Register
INTRODUCTION TO INTUIT PROCONNECT LACERTE: TAX SOFTWARE DEMONSTRATION
View Details/Register
FEDERAL INCOME TAX CHANGES - 2017
View Details/Register
TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
View Details/Register
ESTATE TAX PLANNING
View Details/Register
10 NEW PRODUCTIVITY FEATURES IN PROCONNECT TAX ONLINE
View Details/Register
2018 ANNUAL TAX SEASON UPDATE
View Details/Register
TAXATION OF IRAs AT DEATH
View Details/Register
Respondingirs green

RESPONDING TO AN IRS REQUEST FOR DOCUMENTATION

Cost Free   CPE Credits 1.0 hour     1 hour for EAs (Federal Tax Update)    Course Id# - HURS9-U-00275-18-O  Subject Area Taxes  Course Level Intermediate  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent 
Series: Enrolled Agents, Taxes 
Course Description

Taxpayers get you the numbers, the return goes in, then it all goes away in a blur of tax season and life. That is until 18 months later when the letter arrives for the taxpayer seeking the documentation and other evidence that the numbers on that tax return you prepared for them are valid. Join us for this in-depth program as Tax Attorney Eric Green walks you through the ins-and-outs of documenting your client’s case, what to do when those packages to the IRS seem to vanish into the bureaucratic abyss, and how to handle the situation when your client’s records are less than stellar.

Linkedin
Greensklarz

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.

Handout Materials
Presentation Slides
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.

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

Irs

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 Sponsor

Mileiq logo
MileIQ is the leading app for automatic mileage tracking! MileIQ is an accurate mileage tracking app that automatically logs your miles so you can easily classify business miles to maximize your tax deductions. Come tax time youll have a full accurate mileage report. With MileIQ for Tax professionals get access to a FREE premium account to use MileIQ so you can confidently recommend it to your clients and provide them with a 20% discount.