Registered Tax Return Preparers (RTRP), Enrolled Agents and CPAs who hire employees are facing a new array of rules and regulations. Having the IRS provide direct oversight can be stressful unless you know the rules of the game. RTRPs are flooding the IRS with questions about their obligations – and may be finding it hard to get straight answers. Our goal is to provide you with a clear understanding of your new obligations and responsibilities for RTRPs and PTIN holders. You will also learn about your rights and privileges – and about resources available to make your compliance obligations easier to manage.
Understand new the rules and regulations affecting paid tax return preparers - and identifying who needs a PTIN.
Clarification of standards, testing, education and licensing requirements.
Rules related to advertising, solicitations, fees, and claims you make to your clients.
Clarifying your responsibility with respect to client confidentiality and disclosures.
Understanding your responsibilities related to the information you receive from your clients – and clarifying what you can accept – and what you must dig into more deeply.
TaxMama.com
Enrolled Agent
taxmama@gmail.com
(818) 993-1565
Eva Rosenberg, EA, Your TaxMama® has been teaching Enrolled Agents exam review courses off and on since developing the UCLA Extension program over 25 years ago.
Eva has a B.A. in Accounting and an M.B.A. in International Business. Your TaxMama® has been a TaxWatch columnist for Dow Jones' www.MarketWatch.com and author of award-winning best-sellers, including Small Business Taxes Made Easy and Deduct Everything! You can hear her on various radio stations around the country on a regular basis.
As a speaker, TaxMama® is popular with both tax professionals and taxpayers. You can find her at www.TaxMama.com, where you can subscribe to her free podcast. TaxMama is also the moderator of the U.S. Tax Court Group at LinkedIn and invites you to join.
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
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