An Audit Reconsideration is a process used by the Internal Revenue Service to help you when you disagree with the results of an IRS audit of your tax return, or a return created for you by the IRS because you did not file a tax return as authorized by the Internal Revenue Code 6020(b).   If you meet the IRS criteria, you may qualify for a “Reconsideration”.  Join use as we discuss the reasons to request an audit reconsideration and the steps to completing the request.

This course builds on the key provisions of the SECURE Act 1.0 and 2.0, focusing on advanced planning strategies and recent IRS guidance. Participants will explore complex topics such as changes to catch-up contributions, Roth account provisions, and the impact on inherited retirement accounts. The course emphasizes practical applications, compliance considerations, and tax-saving opportunities to help professionals effectively navigate these evolving retirement regulations.

Circular 230 has been updated and we will discuss Disclosure in general and § 7216 that may be confusing. What ethical actions are required under this code section as well as Best Practices under § 10.33 of Circular 230.

IRS and Treasury has issued proposed changes to Circular 230. [REG-116610-20] Join us to review the changes to the § 10.0 – 10.9. This includes changes made to continuing education, representation and practice before IRS as well as keeping your license current.

Examines the tax issues associated with the sale of fixed assets, focusing on the recognition and reporting of gains and losses. Participants will learn to differentiate between ordinary income, capital gains, and recaptured depreciation under Section 1245 and Section 1250. The course also addresses key compliance considerations, such as basis adjustments, installment sales, and reporting requirements on applicable tax forms.

This course provides a detailed examination of worker classification rules, focusing on the distinction between employees and independent contractors for tax and compliance purposes. Participants will explore IRS guidelines, including the common law control test and Section 530 relief provisions, to properly determine worker status. The course also covers employer responsibilities, potential tax liabilities, and best practices for avoiding misclassification penalties.

Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of November 2025. The tax season is almost over, so join us for updates and other changes that will impact the rest of 2025 and into 2026, ensuring you stay ahead of critical developments. Participants will gain practical insights into new tax credits, deductions, and compliance requirements to effectively navigate the evolving tax landscape.

Provides an overview of the latest updates on business energy incentives, focusing on tax credits, deductions, and grants available for energy-efficient and renewable energy investments. Participants will learn about eligibility requirements, reporting obligations, and strategies to maximize tax benefits under federal and state programs. The course also explores recent legislative changes and IRS guidance impacting energy-related incentives for businesses.

This course explores the role of IRS Fraud Technical Advisors (FTAs) in tax fraud investigations and their potential impact on taxpayer rights. Participants will examine how FTAs assist in identifying fraud indicators, developing cases, and coordinating with IRS Criminal Investigation, while analyzing the legal implications of the landmark United States v. Tweel decision. The course also discusses best practices for tax professionals in handling cases involving FTAs and mitigating risks in fraud examinations.