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2023 September NTPI: Ask the Expert Panel

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Description

2023 September NTPI: Ask the Expert Panel
IRS Program #: X9QQU-U-01032-23-O
CTEC #: 6257-CE-0201
CE: 2 IRS & 2 CTEC credits
Speakers: Clarice Landreth & Sarah Fields

This session will include two case studies, which will help you put into practice the knowledge gained regarding Offers in Compromise in Level 2. We will also discuss guidance released by the IRS related to OICs.

Learning Objectives:

  • Expand the knowledge from Level 2 on Offers in Compromise.
  • Participate in two case studies to  learn more about the Offer in Compromise process.
  • Increase the skills used in representing taxpayers before the IRS.

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.

  • Sarah Fields, EA, Tax Controversy Manager at Rosefelt Tax Law

    Sarah Fields is an IRS Enrolled Agent and Tax Controversy Manager at Rosefelt Tax Law.  The firm represents individuals and businesses with serious domestic and international tax and financial issues out of offices in the Washington D.C. Metro area, Florida, and throughout the United States.  Sarah has extensive experience in working with IRS and State tax controversy cases daily for clients and specializes in Collection matters.  Since 2008 she has worked for top attorney-CPAs in the New York metro area and earned NAEA's prestigious NTPI Fellow designation in 2016.  She holds degrees in Accounting and Engineering and has spoken in Offers-in-Compromise at the NYU Tax Forum in New York City, National Association of Enrolled Agents' education programs, various state bar associations, and for CPA Academy.  She often confers with top IRS leaders on matters of the latest importance and provides feedback to them on the program.  Sarah listens carefully to the client's situation, priorities, and goals, and provides a comprehensive analysis of the possible solutions for their tax matters.  As a key leader of the Rosefelt Tax Law team, she provides her clients with peace of mind by outlining a manageable step-by-step resolution and following up in a caring and consistent manner.  She works diligently to defend her clients from aggressive actions by the tax authorities by managing their cases in a controlled and attentive way and always striving for the best outcome.  When not working with clients, Sarah also spends time as a professional painter and textile artist. 

    Professional Affiliations:

    • National Associate of Enrolled Agents
    • New Jersey Society of Enrolled Agents
    • Pennsylvania Society of Enrolled Agents

    Education: 
    • BS, Accounting, Mountain State University
    • AAS Computing Graphics Engineering, SUNY Alfred

September 19, 2023
Tue 2:00 PM EDT

Duration 2H 0M

This live web event has ended.

Support Contact
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(855) 880-NAEA (6232) press option 2