2022 October Solutions Room

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Description

2022 October Solutions Room
IRS Program #: X9QQU-T-00889-22-O
CE: 1 IRS CE credit (for live attendance only, NOT for on-demand)
Speaker: Geoff Plourde, JD, EA, CPA

Join us on the second Thursday of each month for NAEA Solutions Room! This is your chance to learn about some of the latest tax law changes (and the challenges they create) directly from leading experts in the field. The session will conclude with a Q&A session – have your questions ready for our experts!! Free for members!

This 50-minute program covers common issues that arise in federal tax practice when dealing with clients who are under examination by or owe money to the Internal Revenue Service.
Practitioners who attend this program will learn how to identify and resolve the most common issues faced in practice by:

Properly identifying and framing the type of tax problem that a client is facing
Identifying potential resolution complications proactively and setting client expectations based on the limits of IRS resolution programs or employee or program specific authority for resolution.

Systematically scope out tax resolution cases and onboard them in a manner that is legally and ethical compliant while acknowledging the limits of the practitioner’s knowledge and when it may be appropriate to refer it elsewhere.

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the following month after receiving the certificate, please contact NAEA at education@naea.org.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.

Contributors

Geoff Plourde, JD, EA, CPA

Geoff is an enrolled agent, attorney, and certified public accountant who specializes in resolving complex tax issues. He is an active member of the California Society of Enrolled Agents (currently state director and state education committee vice chair) and the National Association of Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution. He has an MST from Golden Gate University, a JD from Southwestern Law School, and an MBA from the University of Southern California.

Geoff was previously Director of Resolution for a national tax resolution company. Before that, he was part of one of the largest tax resolution firms in the United States, where he directly represented businesses and high net worth individuals during his tenure with the firm in tax disputes with the Internal Revenue Service and state taxing authorities.