tax resolution los angeles

Earn CPE credits and EXPAND your CPA practice with Tax Resolution expertise from Peter Y. Stephan of the Tax Resolution Institute.

Tax Resolution in Our Current Economy

at LA West San Gabriel Valley/Pasadena DG:

Date: August 12, 2013
Event Start time: 12:30 PM End time: 1:30 PM
Location: Pasadena
Instructor(s):
Peter Y Stephan, CPA

Facility: Beckham Grill Restaurant
Get Directions

CPE Credits:
1.00 CPE: Continuing Professional Education Technical

Register

Tax resolution is the practice of resolving one’s tax issues, be they related to business or personal matters at the federal, state, and local levels. Handling tax resolution matters properly is a meticulous process that requires a systematic approach. Peter Stephan of the Tax Resolution Institute, renowned Tax Resolution Specialist, and author of the “Ultimate Tax Resolution Guide”, will show us the proper steps in the handling of tax resolution cases and update us on the latest developments in offers in compromise.
Objectives:
Learn how to prepare a well-structured Letter of Engagement, Power of Attorney form, and retainer agreements.
Gain insight into effective techniques for handling an Offer in Compromise.
Understand the “Fresh Start Initiative of 2012”.

Major Subjects:
IRS Form 9465
Form 9465FS
OIC forms 656
Trust fund recovery
Income tax recover
Payroll tax recovery
Streamlined installment agreement

Level of Difficulty:
Update

Field of Interest:
Taxes

Prerequisites:
None

Designed For:
CPAs, financial planners, and other professional staff.

Advanced Prep:
None

Event Notes:
Registration opens at 11:30 am.
Fees: $16/member, $21/nonmember.
Add $5 for same day and at door registration.
Includes lunch.
Valet parking is $2.
Address: Beckham Grill Restaurant, 77 W Walnut St, Pasadena, CA 91103.