As an enrolled agent (EA) my license is granted to represent taxpayers before all administrative levels of the IRS. There is one problem though: the EA exam has nothing to do with representation, it is about tax law and no one teaches you how to represent someone before the IRS.
I can remember when I first got my license and represented a client before the audit division. I didn’t know what I was doing. I didn’t realize that if I disagreed with the auditor, I could appeal the decision. In short, I was left to figure it all out – with no help.
I designed a catalog of continuing professional education (CPE) classes, called “The Master Series.” I wanted them to be classes you couldn’t find anywhere else, not be boring, and would actually teach the participants something. I decided to design three classes, worth three hours of CPE each, that dealt with representation.
The first class is Representation Before the IRS – Audits. This class will discuss the different types of audits and how to represent a client through an audit. It will explain how to find out why the return is being audited so you will know what the auditor is focusing on.
It will discuss how to get the auditor’s notes of the audit, either by asking for them or doing a Freedom of Information Act request. In short, it will tell you everything that you ever wanted to know about the audit process.
The second class is Representation Before the IRS – Appeals. In this class I will walk you through the appeals process: how cases are measured in appeals, how to win an appeal, and what to expect during an appeal.
The final class is Representation Before the IRS – Collections. Collections has its own separate set of rules. In this class, you will learn how to appeal an amount that a taxpayer owes; how to handle a revenue officer; how to stop a bank levy, wage garnishment, or accounts receivable levy; the statute of limitations and the actions that you can take to extend the statute; and so much more.
I have been in practice for 24 years. One of my companies, Tax Crisis Center®, handles tax resolution, audits, appeals, and US Tax Court cases. I have represented thousands of clients through all administrative levels of the IRS. In short, learn from my experience.
The live webinars will begin on Sept. 20 with Audits, Sept. 27 for Appeals, and Oct. 2 for Collections. If you miss the webinar, you can take the courses on demand and still receive CPE credit. You can sign up here.
The Master Series is brought to you by CWSEAPA® Seminars LLC, in conjunction with AccountingWEB. CWSEAPA® Seminars LLC is an approved IRS Continuing Education Provider. EAs will receive three hours of CPE for each course taken. CPAs need to check with their state board of accountancy to see if these credits will be approved.
The Master Series also will tackle the following topics:
• Choosing a Business Entity
• Estate Planning
• General Partnership Taxation
• General Corporate Taxation
• Asset Protection – Tax Aspects
• Business Taxation
• Corporate Tax Planning
• Circular 230 Update
• Cannabis Taxation
Each class is three credit hours, except for Circular 230, which is two hours. All in all, 35 credit hours are up for grabs. All courses will be available on demand.
Like many of you, I am a tax professional and I designed these classes because I was bored with what was out there for CPE. All of the classes are the same, and frankly, they are boring and stuffy. I designed classes that are exciting, challenging, and will hold everyone’s attention.
We partnered with AccountingWEB because they are one of the best and most informative accounting websites out there. I hope you can join us to learn everything you need to know about the aforementioned topics for the benefit of your clients.
About Craig W. Smalley, EA
Craig W. Smalley, MST, EA, has been in practice since 1994. He has been admitted to practice before the IRS as an enrolled agent and has a master's in taxation. He is well-versed in US tax law and US Tax Court cases. He specializes in taxation, entity structuring and restructuring, corporations, partnerships, and individual taxation, as well as representation before the IRS regarding negotiations, audits, and appeals. In his many years of practice, he has been exposed to a variety of businesses and has an excellent knowledge of most industries. He is the CEO and co-founder of CWSEAPA PLLC and Tax Crisis Center LLC; both business have locations in Florida, Delaware, and Nevada. Craig is the current Google small business accounting advisor for the Google Small Business Community. He is a contributor to AccountingWEB and Accounting Today, and has had 12 books published on various topics in taxation. His articles have also been featured in the Chicago Tribune, New York Times, Yahoo Finance, Nasdaq, and several other newspapers, periodicals, and magazines. He has been interviewed and been a featured guest on many radio shows and podcasts. Finally, he is the co-host of Tax Avoidance is Legal, which is a nationally broadcast weekly Internet radio show.