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Each year, the Taxpayer Advocate Service (TAS) participates in the IRS Nationwide Tax Forums, a three-day series of tax education and networking conferences for tax professionals.
2014 Tax Forums
Previous Tax Forums
- July 1 – 3, Chicago, IL
- July 15 –17, San Diego, CA
- July 22 – 24, New Orleans, LA
- August 19 – 21, National Harbor, MC (Washington, D.C. area)
- August 26 – 28, Orlando, FL
Advocating for Levy Release and Return of Levy Proceeds
This session will provide information to tax professionals with clients whose wages, bank accounts, or Social Security Administration payments are levied. The discussion will focus on helping the tax professional determine if the taxpayer is experiencing economic hardship and is entitled to levy release. Tax professionals may also assist their clients by advocating for the return of levied amounts.
Advocating for Your Clients during the EITC Process by Using Alternative Documentation
The Earned Income Tax Credit (EITC) is one of the nation’s largest means-tested anti-poverty programs. However, low income taxpayers often experience unique challenges that prevent them from successfully navigating the IRS system. Two main problems are inconsistency as to what documentation the IRS will accept, and inflexibility in accepting proof. The denial of an otherwise eligible EITC claim can deprive a low income family of a much-needed resource. It can also impair the ability to claim the EITC in future years. Tax professionals can help by advocating for the use of alternative documentation, such as third-party affidavits, when representing low income taxpayers with EITC controversies.
Helping Your Clients with Offers in Compromise
This presentation will cover the types of offers in compromise (OIC), when each type is most appropriate, the costs and terms of an OIC, and the process of applying for an offer. The presentation will also highlight strategies for effective tax administration OICs and OICs when your client has a tax liability due to reliance on a payroll service provider.
There is no advance preparation or prerequisite required to attend these seminars. Access a complete list of IRS tax forum seminars.
Seminars from prior Tax Forums are available at the IRS Nationwide Tax Forums Online (NTFO). Tax professionals can earn continuing professional education (CPE) credits through 15 self-study seminars that use interactive videos synchronized with slides. Topics include TAS seminars, 2013 income tax law changes, education credits, EITC due diligence requirements and more.
- Download TAS’s seminar: Helping Your Client Understand their Rights
Downloadable PowerPoint slides and a transcript are also available for each seminar.
Westchester NY accountant Paul Herman of Herman & Company CPA’s is here for all your financial needs. Please contact us if you have questions, and to receive your free personal finance consultation!
Herman and Company CPA’s proudly serves Bedford Hills NY, Chappaqua NY, Harrison NY, Scarsdale NY, White Plains NY, Mt. Kisco NY, Pound Ridge NY, Greenwich CT and beyond.