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Self-Study CPE
IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
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TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES
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IRS PRESENTING: ADVOCATING FOR TAXPAYERS WHO RECEIVE COLLECTION NOTICES
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WORKER CLASSIFICATION: EMPLOYEE OR INDEPENDENT CONTRACTOR?
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EXPATRIATION AND THE EXIT TAX: PROS AND CONS OF RENOUNCING CITIZENSHIP
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NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
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WORLD OF EMPLOYEE FRINGE BENEFITS
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PROTECTING YOUR BUSINESS AND YOUR FAMILY
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PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099
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THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
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INSIDE THE INTERNAL REVENUE MANUAL: UNDERSTANDING DOCUMENT REVIEW

Cost $90.00
CPE Credits 2.0 hours
Subject Area 2.0 - Taxes (Federal Tax Update)
CE Credits 2.0 hours
Course Id# - HURS9-U-00303-18-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Understanding how the IRS analyzes a taxpayer's financial condition will help you better represent your clients. You will be better equipped to advise your clients and be better prepared for the the questions the IRS is likely to ask.

In this webinar, we'll walk through:


  • The types of documentation the IRS seeks

  • How the IRS analyzes and verifies financial documentation

  • Where the IRS looks  for possibly hidden assets and income

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Jassen Bowman practices exclusively in IRS Collections representation as an Enrolled Agent, and spent three years operating a completely remote, cloud-based practice while traveling the world full time. He has presented over 300 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including "Tax Resolution Secrets" for consumers and "Tax Resolution Systems", a checklist manual for practitioners. He is the founder of TaxMarketingHQ.com, a training and consulting firm specializing in helping solo practitioners and small firms to build better tax practices.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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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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Part of the mission of Tax Marketing HQ is to provide small firms and independent tax professionals with the resources to compete against the large, national tax resolution firms. This comes from a belief that the majority of tax debtors are better off working with a local practitioner, or at the very least working with somebody that is actually licensed to practice and is going to operate ethically and responsibly.