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  1. Courses
  2. 2022 NTPI Level 3 - L3.01.2...

2022 NTPI Level 3 - L3.01.22 Advanced Financial Analysis

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Advanced Financial Analysis
IRS Program #:
  X9QQU-T00852-22-O/S
CTEC #: 6257-CE-0068
CE: 2 IRS credits and 2 CTEC credits
Speaker: David Ramirez, EA

Many times, it isn’t about what the client filled out on the financial statement -- it is about what they did not put on the financial statement. This session will help the representatives avoid unnecessary surprises and will provide tools to complete a more in-depth financial analysis.

Learning Objectives:

  • Describe how the IRS values various assets (i.e. retirement accounts, assets out of reach of taxpayer, and dissipated assets).
  • Complete a bank statement analysis identifying potential issues (i.e. transfers from an unknown account, deposits larger than stated income, excessive cash withdrawals, etc.).
  • Understand how state community property laws affect the financial analysis.
  • Determine how a non-liable party changes the financial analysis.

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 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.

$60.00 - $100.00
Non-Member
$100.00
Member
$60.00
Purchase
Items Included in the Purchase of this Course

Course Materials: L3.01.22 Advanced Financial Analysis

Section: 8 Documents
Live Web Event Icon

L3.01.22 Advanced Financial Analysis

Live Web Event: Mon, August 8, 2022 @ 2:00 PM EDT

Survey: L3.01.22 Advanced Financial Analysis

Survey: 2.0 CTEC 2.0 IRS CE Federal Tax Law 4 questions

Certificate: L3.01.22 Advanced Financial Analysis

Certificate: 0/2 Course items completed

On-Demand: L3.01.22 Advanced Financial Analysis

Presentation: 100 min 43 sec

Knowledge Check: L3.01.22 Advanced Financial Analysis

Assessment: 6 questions 10 retakes

Quiz: L3.01.22 Advanced Financial Analysis

Assessment: 10 questions 10 retakes

On-Demand Survey: Advanced Financial Analysis

Survey: 2.0 CTEC 2.0 IRS CE Federal Tax Law 4 questions

On-Demand Certificate: L3.01.22 Advanced Financial Analysis

Certificate: 0/4 Course items completed
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