Apr 22 |
01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT | |
| Duration: 120 minutes | Speaker: Charles K. Montecino, CPA, CGMA, CTRS | |
Every tax practitioner will have clients who will at some time have the IRS file a lien or levy against them.
You will need to know how to help your client navigate the ins and outs of the Internal Revenue Code and how to help them resolve the issue by paying a minimal amount based upon their ability to pay.
Without this knowledge, your clients will find assistance elsewhere, resulting in the loss of the client.
This course will cover how to assist your client in having penalties abated.
Areas Covered
Who Should Attend
Certified Public Accountants, Enrolled Agents, and Attorneys who want to help their clients resolve their IRS issues
Charles K. Montecino, CPA, CGMA, CTRS, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has extensive experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.Charles has spent his 50-year career in public accounting, and 42 of the 50 years running his own firm. He is a licensed CPA in New Jersey, a Certified Tax Resolution Specialist and a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and is a member of the Cannabis Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and the American Society of Tax Problem Solvers. He regularly consults with other practitioners in the Tax Resolution area in addition to being a referral source for clients of practitioners that are in over their head.Charles earned his accounting degree from Rutgers University. When he is not working, he enjoys baseball watching the Phillies and football, following both the Philadelphia 76ers and the Rutgers team. He also enjoys fishing, traveling, golf, reading, his vacation home at the New Jersey shore and spending time with his family, including his two grandsons.
Compliance Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org.
Credits: 2.0
In accordance with the standards set forth in Circular 230 section 10.6, CE Credits have been granted based on a 50-minute contact hour.
Credits: 2.0
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