Employee vs Independent Contractor with VCSP and CSP
This course analyzes worker classification rules to determine whether individuals should be treated as employees or independent contractors for federal tax purposes. Participants learn how to apply common law factors, understand payroll and information reporting consequences, and evaluate correction options through the Voluntary Classification Settlement Program (VCSP) and Classification Settlement Program (CSP). The course emphasizes […]
Managing the IRS Examination
This course provides practical guidance on managing an IRS examination from initial notice through resolution. Participants learn how to prepare clients, organize documentation, communicate effectively with examiners, and respond to information requests, proposed adjustments, and appeals considerations. The course emphasizes compliance, representation strategy, and risk management consistent with Internal Revenue Service procedures.
Ethics Part 1 – Selling Your Practice and § 7216 Requirements
It’s time to consider selling your accounting, tax preparation business and retiring. We will discuss the ethical requirements and the process we need to follow including privacy, security and what type of disclosures are authorized or require the client’s permission.
Ethics Part 2 – Changes Proposed in the New Regulations and Why This is Important
Join us as we discuss some of the significant changes in the forthcoming regulations. Has “due diligence” changes, what about CPE Credits and requirements. This will be a good review of the issues we need to be aware of concerning the proposed Circular 230 Regulations.
The Kovel Accountant
This course explains the legal foundation and practical application of the Kovel doctrine, which extends attorney-client privilege to accountants engaged by legal counsel. Attendees will explore how to properly structure Kovel arrangements, avoid waiver of privilege, and understand limitations highlighted in recent case law. The session also covers best practices for engagement letters, communication protocols, […]