Convention 2017 Newbie 101
ATTENTION NEW ENROLLED AGENTS:
The FSEA has a very exciting day planned for you at Convention 2017.
“FSEA Newbies 101” Friday, June 23 for ONLY $129.00, including lunch with the group!
A New and Expanded 8 CE Program:
- Beginning Audits - Jeffrey Schneider, EA, CTRS, NTPI Fellow
This course will introduce the attendees to the world of IRS Tax Examinations. We will discuss how we, as Circular 230 Practitioners, can best represent your client and what the IRS looks for per their own Internal Revenue Manual and Audit Technique Guides.
- Introduction to Practice - Don Rosenberg, EA, NTPI Fellow
In this course, the new EA will learn what practice before the IRS means. You will learn the structure of the IRS, including the operating divisions and the function of exam, collections, and appeal. You will also learn who can practice before the IRS and why is important to practice before the IRS.
We will discuss the taxpayers right to representation and consultation. The concept of privilege will be explored as we learn how to prepare a form 2848 and taxpayers rights, including best practices for us.
We will briefly explain the representation process as it relates to non-filers, exam, collection and appeals.
- Ethics - Don Rosenberg, EA, NTPI Fellow (with the general session attendees)
We will explore Circular 230 so that we can be up to date and ready to operate in the most ethical manner. We will discuss conflict of interest and other areas of concern to the modern practitioner including ID theft, competency and of course best practices. We will look at some hypotheticals to open discussion.
- Giddy ‘Up Partner: Preparing for New IRS Partnership Audit Rules - Travis Greaves, Attorney and Josh Wu, Attorney (with the general session attendees)