Tax Representation: Correcting Bad Actions of Clients (10/7/20)
This instructor-led seminar will provide guidance to tax professionals representing clients who received incorrect or unethical advice, or clients that have a misplaced belief their prior actions were within the confines of established IRS rules. Attendees will learn the most common “bad actions” tax professionals come across involving examinations/audits, collection proceedings, enforcement action, civil penalty assessments, substitute for returns, alter ego determinations, corporate veil piercing, nominee liens, and ID theft. We will discuss the best way to communicate “bad actions” to clients once identified, as well as, how to effectively communicate why/how said actions should be corrected (now and in the future). Case studies will be utilized for application of knowledge and to provide a practical approach.
Identify common “bad actions” of a taxpayer client.
Learn how to counsel and communicate with clients when bad actions are present.
Understand your ethical duty to client’s, the IRS, and the profession.
Explore ways to bring your client into compliance and effectively communicate the consequences.
Provide advice to clients for future compliance.
Jessie Sarah Seaman, Community Tax, LLC
Maureen Hawkins, Community Tax, LLC; Chair, CBA Federal Taxation Committee
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Live CBA Committee meetings and seminars will take place via Zoom webinar. You will click on "view video" and be directly connected to the meeting/seminar on Zoom. (You will not receive a Zoom link.)
Please note that audience members do not need video or audio access. Audience members are able to submit questions via the chat or Q & A features of Zoom.
Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.