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: Emiley Parker, Brand Manager for CPACharge

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.