Representation Interest Webinar: What to Expect When Doing Representation Work

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Description

Representation Interest Webinar: What to Expect When Doing Representation Work

No CE

Many tax professionals are involved in representation without realizing it. We will discuss what is considered representation - whether it be exam or collection representation, ways to access IRS records, and what resources are available to explore representation.

Identify the difference between a 2848 and 8821
Determine what you should consider before moving forward with representation.

Discuss what constitutes representation work
Contrast business practices for tax prep versus representation work

Contributors

Clarice Landreth, EA

Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee and a current speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.
Beth Logan, EA

Beth Logan, EA, is the owner of Kozlog Tax Advisers. Her business provides tax preparation, representation, tax advise, and business consulting for clients throughout the US and globally, focusing on Massachusetts. Logan became an Enrolled Agent in 2013 and has been a member and active participant in MaSEA and NAEA, including two years as MaSEA President and one year as NAEA Education Chair. She has presented many tax classes to Enrolled Agents and laypersons, written numerous articles, and written three books on taxes, including the latest, Divorce and Taxes After Tax Reform. She has two electrical engineering degrees from Georgia Institute of Technology and an MBA from University of Maryland, College Park.

Thank you

Description

Contributors

Clarice Landreth, EA

Beth Logan, EA