TOPIC:  IRS Automated Underreporter Program- Clever Strategies to Reduce/Eliminate CP2000 Notices

Webinar Description:  The IRS Automated Underreporter System matches income shown on a tax return to IRS Wage and Income Transcripts. CP2000 notices result  when there is a discrepancy. Join this one hour webinar to learn all about the IRS Automated Underreporter Program, how to respond to CP2000 notices, the IRS process surrounding them, and how you might even be able to prevent some of them.

Learning Objectives:

• What is the Automated Underreporter Program? Is it an audit?
• What is a CP2501 Soft Notice?
• How does the AUR process work and what is the timeline?
  
• How to respond to CP2000 notices?
• Should you amend the tax return in response to the CP2000 notice?
• How to prevent a CP2000 notice that would otherwise be issued? 
  
• How can a transcript review be helpful to your clients?
  

OUR FEATURED SPEAKER

Bill Nemeth, EA

Bill Nemeth, EA, is Executive Director & Education Chair of the GA Assn. of Enrolled Agents. He is active at the National Level working with the Affiliate Council.  He holds bachelors (Kettering Institute) and masters degrees (MIT) in Mechanical Engineering and an MBA in Marketing (Wayne State University).  He is an NTPI Fellow and an NTPI Instructor.  He is Chair of the 2017-2018 Advanced Tax Prep course held in conjunction with the NAEA National Convention. Bill is a member of the IRS SE Stakeholder Liaison Group and has recently been appointed to the State of GA Tax Practitioners Advisory Group.  Bill also works with Prometric as an SME (Tax Subject Matter Expert) on the development of the IRS SEE exam.  Bill & his wife Merry present Tax Update Courses for the Auburn University Extension Service. They are founding partners in Tax Audit Guardian, a new Atlanta business venture specializing in assisting troubled tax clients in representation, audit, and tax court matters.

CE Credits:  1 IRS CE  or 1 CFP® CE or 1 CPA CPE

TOPIC:  IRS Automated Underreporter Program- Clever Strategies to Reduce/Eliminate CP2000 Notices

Seminar Description:  The IRS Automated Underreporter System matches income shown on a tax return to IRS Wage and Income Transcripts. CP2000 notices result  when there is a discrepancy between them. Did you know there are actions you can take to prevent some of these notices from being generated?  Join our webinar to learn about the Automated Underreporter Program and help your clients.

Learning Objectives:

• What is the Automated Underreporter Program?
• What are the strategies to check for a CP2000 flag?
• What is the difference between a hard notice and soft notice?
  
• How does the AUR process work and what is the timeline?
  
• How to respond to CP2000 notices?
• How to prevent a CP2000 notice that would otherwise be issued? 
  
• How can a transcript review be helpful to your clients?
  

OUR FEATURED SPEAKER

Bill Nemeth, EA

Bill Nemeth, EA, is Executive Director & Education Chair of the GA Assn. of Enrolled Agents. He is active at the National Level working with the Affiliate Council.  He holds bachelors (Kettering Institute) and masters degrees (MIT) in Mechanical Engineering and an MBA in Marketing (Wayne State University).  He is an NTPI Fellow and an NTPI Instructor.  He is Chair of the 2017-2018 Advanced Tax Prep course held in conjunction with the NAEA National Convention. Bill is a member of the IRS SE Stakeholder Liaison Group and has recently been appointed to the State of GA Tax Practitioners Advisory Group.  Bill also works with Prometric as an SME (Tax Subject Matter Expert) on the development of the IRS SEE exam.  Bill & his wife Merry present Tax Update Courses for the Auburn University Extension Service. They are founding partners in Tax Audit Guardian, a new Atlanta business venture specializing in assisting troubled tax clients in representation, audit, and tax court matters.

CE Credits:  1 IRS CE  or 1 CFP CE or 1 CPA CPE

Click Here To Register 

Contact

Anthony Berlangieri, Secretary 

New Jersey Society of Enrolled Agents
(973) 580-0706
aberlangieri@yahoo.com