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.

Topics:
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.

Speaker:

Jessie Sarah Seaman, Community Tax, LLC

Moderator:
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.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

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. 

Key:

Complete
Failed
Available
Locked
Tax Representation Oct 2020
Open to view video.
Open to view video.
Evaluation
7 Questions
Acknowledgement of Attendance (on demand webcast)
After you view the program close the video window, and then to download your certificate you must: 1. Open “Acknowledgement of Attendance,” click on “Read Terms” and certify your attendance. 2. Click on the “MCLE Certificate” and then “Claim/View Credits.” You will need to provide your ARDC number to view/download/print your MCLE certificate. We would also appreciate your completing a program evaluation in the “Evaluation” section.
MCLE Certificate (on demand webcast,1.25 IL MCLE Credit)
Up to 1.25 CLE credits available  |  Certificate available
Up to 1.25 CLE credits available  |  Certificate available