The Tax Professional How-To: Your IRS Toolbox

RATING
4.8
This program was recorded live on Tuesday, September 13, 2016
You have until 12/31/17 to use this course as credit.
   

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Continuing Education

CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0111
IRS/RPO Approved Program
#7ZBUJ-T-00051-16-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00051-16-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)

Program Content

This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page. Former Director of Internal Communications for the IRS, Les Witmer, moderates the program.

In this program, the panel will provide some hands-on insight for tax professionals that may ease some of the problems that arise in dealing with taxpayers. The panel will examine the various levels of representation tax professionals may offer their clients and how to easily navigate through the multi-level IRS organization. Among the issues explored will be the matter of identity theft and how to protect your client or help a client who has become a victim. The panel also will provide tips for handling those troublesome or toxic clients.

The course of learning for this program has been designed to enhance professional knowledge of Federal taxation or Federal tax related matters.

Program Learning Objectives

  1. Identify the percent-increase in the number of phishing and malware attacks.
  2. Identify which publication reviews safeguarding taxpayer information.
  3. Identify the number of taxpayers in 2015 that received installment agreements.
  4. Identify the IRS app that allows taxpayers to check their refund status, make a payment and find free tax preparation assistance.

Program Outline

Moderator


Les Witmer, APR
Communications Consultant

Les Witmer has served as the moderator for Tax Talk Today since 2001. He is a Communications Consultant in Atlanta. He retired after a distinguished career of 34 years with the Federal Government serving the last 23 years with the Internal Revenue Service. He held various positions with the IRS in Communications and Taxpayer Information and retired during the stand-up of the Wage and Investment Division as the Director of Communications. He also was periodically assigned by the U.S. Treasury Department to the Office of Economic Cooperation and Development (OECD) to be a member of an international team that advised and conducted seminars on Taxpayer Information and Customer Service programs to tax and ministry of finance officials from Russia and other Eastern European Countries. Preceding IRS, he served on active duty with the U.S. Army including as an infantry officer in Vietnam. He had other active duty and reserve assignments culminating with being activated during Desert Storm. He retired as a Lieutenant Colonel. He holds a B.S. in Journalism from the University of Southern Mississippi and an M.S. in Public Administration from the American University.

IRS Panelists


Carol A. Campbell
Director IRS Return Preparer Office

Carol A. Campbell was named director of the IRS Return Preparer Office in August 2012. As director, she is responsible for the IRS's oversight program of the tax professional industry. Her office handles the preparer tax identification number (PTIN) program and registration of over 700,000 tax return preparers and other tax professionals with the IRS, as well as oversight of the Annual Filing Season Program and all enrollment programs (enrolled agent, enrolled retirement plan agent, and enrolled actuary).

Carol is a graduate of the University of Virginia and subsequently earned a law degree from the College of William and Mary.

After law school, Carol worked for the U.S. Department of Labor, and then joined the IRS in 1991. Before becoming RPO Director, Carol was a senior docket attorney in Chief Counsel, Counsel to the National Taxpayer Advocate, Division Counsel for Wage and Investment, and Deputy Chief of Staff for the IRS Commissioner.


Darren_Guillot

Darren Guillot
Director, Field Collection Operations Internal Revenue Service

Darren Guillot has program responsibility for Field Collection nationwide including International and Abusive Tax Avoidance Transaction (ATAT) revenue officers. With a staff of over 3,850, he oversees human capital resources in excess of $400 million. Field Collection helps taxpayers understand and meet their tax responsibilities and when appropriate, enforces the tax laws.

Darren's prior positions include Director of Enterprise Collection Strategy, Director of Field Operations in Appeals, Director, ACA Compliance Strategy and Policy, Director Midwest Area Collection, and SB/SE Compliance Territory Manager.   Darren began his career as a revenue officer. He holds a Bachelor's Degree from Our Lady of Holy Cross College, is a Fellow of the Loyola University Institute of Politics, and was awarded the Certificate in Public Leadership by the Brookings Institution.



Jim Leith

Supervisory Associate Advocate, Taxpayer Advocate Service

Jim received his J.D. from the University of Baltimore School of Law in 1989 and has worked at IRS for over 25 years.  He has previously worked in Collection and the IRS Office of Legislative Affairs.  In 2006, Jim was appointed the first Local Taxpayer Advocate for the District of Columbia, working District-resident cases and assisting the National Taxpayer Advocate on complex cases brought to her attention by practitioners, taxpayers, Members of Congress, and the IRS Commissioner.  In January 2010, Jim was selected as the Local Taxpayer Advocate for Maryland.

Industry Panelist


Eva Rosenberg, EA

Eva, known as the TaxMama®, has a BA in Accounting and an MBA in International Business. She has been a member of NAEA (the National Association of Enrolled Agents) for about 30 years – and is a 2009 winner of the Excellence in Public Awareness Award. Eva was on the Board of Directors of CSEA (the California Society of Enrolled Agents).

TaxMama® is a TaxWatch columnist for Dow Jones' www.MarketWatch.com and author of the ever-popular book, Small Business Taxes Made Easy – and the new book, Deduction Everything! Eva is the moderator of the U.S. Tax Court Group at LinkedIn and invites you to join. You can find her at www.TaxMama.com.

Content Consultant


David F. Windish, J.D., LL.M
Content Consultant

David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the
Institute for Business Planning.

Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.

Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.