TOPIC: Innocent Spouse

Seminar Description: Have you ever had a distraught client who was shocked to learn that they were on the hook for a spouse's or ex-spouse's tax liability?  Learn what you can do to help this client through the process of requesting Innocent Spouse Relief.

Learning Objectives:

•   Understand the different types of spousal relief as defined by the IRC
•   Learn the difference between innocent spouse and injured spouse
•   Determine the options available for the non-requesting spouse
•   Understand why and when to file form 8857
•   Determine what authority the tax court holds
•   Understand relief from liability arising from community property law
•   Determine relief limitations
•   Learn how to successfully manage the client engagement
•   Understand what seeking innocent spouse relief means with respect to the           collection statute of limitations.

 OUR FEATURED SPEAKER

Jason Daughtry, EA

Jason H. Daughtry is an Enrolled Agent and owner of Affirmative Financial Group LLC located in Mays Landing, NJ. Mr. Daughtry has been in the field of taxation since 1998 and an Enrolled Agent since 2012. His experience involves income tax preparation and tax planning for individuals and businesses but focuses his practice primarily on representing taxpayer’s before the IRS and state taxing authorities. Mr. Daughtry is a National Tax Practice Institute (NTPI) Fellow as well as a financial advisor and New Jersey licensed life insurance provider.

  CE Credits: 2 IRS CE or  2 CFP® CE or 2 CPA CPE

Register Now! 

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Contact

Joni Cappuccio, Secretary 

New Jersey Society of Enrolled Agents
(215) 736-9455
jcappuccionjsea@aol.com