SFR Returns-What to do when the IRS files a Tax Return for Your Client AKA a Substitute Filed Return

May 13	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

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Individual Purchase Options
Webinar Live webinar access with handouts. Access notification 48 hrs before Event via email.	$399
On-Demand Available On-Demand. Watch the webinar recording multiple times for 180 days.	$399
Transcript (PDF) PDF transcript of webinar with handouts will be emailed. Available in 7-10 business days, after Live Event. Never Expires.	$199
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Up to 15 Attendees Live webinar access with handouts for group. Access notification 48 hrs before Event via email.	$3699	Select
Up to 20 Attendees Live webinar access with handouts for group. Access notification 48 hrs before Event via email.	$4499	Select
Up to 25 Attendees Live webinar access with handouts for group. Access notification 48 hrs before Event via email.	$5199	Select
Up to 30 Attendees Live webinar access with handouts for group. Access notification 48 hrs before Event via email.	$5799	Select

ABOUT THE EVENT

Every tax practitioner that practices in the area of income tax representation will have a client that has had a tax return prepared by the IRS when they did not file their own return. This course will show you how to file the correct return and get that erroneous return reversed.

You will need to know how to help your client get an SFR Return fixed.

Without this knowledge, your clients will find assistance elsewhere, resulting in the loss of the client.

This course will cover how to correct substitute filed returns and get the correct return in the system.

Areas Covered

What an SFR Return is
Why an SFR Return was filed
Why you should file the correct return
How to correct an SFR Return filing

Who Should Attend

Certified Public Accountants, Enrolled Agents, and Attorneys who want to help their clients challenge an SFR Return.

Speaker(s)

Charles K. Montecino, CPA, CGMA, CTRS

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.

CEUs

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

Credits: 2.0

Compliance Prime is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org

Credits: 2.0

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

Credits: 2.0

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