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Wednesday, Dec 16, 12:00 PM EST · 1 hour

VASEA Webinar: Onboarding a Tax Representation Client

December 16, 2020 at 12:00:00 PM · Eastern Time (US & Canada)
About This Webinar

This webinar will cover fundamental issues every tax professional should know when considering handling a tax representation case. This webinar is intended to be a high-level overview of many tax representation topics – not a deep dive of any particular one.

Topics to be discussed include the different types of IRS resolution options available to our clients, the importance of tax compliance in a tax representation case, an introduction to the IRS 433 series of forms, and the importance of IRS transcripts. Furthermore, we will discuss the importance of recognizing a conflicts-of-interest in a tax representation case and how to handle them. We will continue our discussion with a review of IRS Forms 8821 and 2848. Finally, we will cover a few tips and tricks to ensure you are taking full advantage of all the resources available to your client when representing them before the IRS.

Onboarding a Tax Representation Client
Category: Federal Tax Law Topics/Federal Tax Related Matters
Hours: 1
Delivery Method: Online
Target Audience: Enrolled Agents, Other Tax Return Preparers

Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

Who can view: People who attended or registered for the webinar only
Webinar Price: $15.00
Featured Presenters
Webinar hosting presenter
Brandon Groseclose is an Enrolled Agent with over six years of experience with Wall & Associates, Inc. He is a member of various professional organizations, including the VASEA, and loves learning new skills to add to his repertoire. He is a graduate of Radford University, receiving a Bachelor of Business Administration degree with a concentration in economics and finance and a Master’s in Business Administration. He is currently one of 2 Quality Assurance Managers at Wall & Associates and loves finding new and exciting ways to resolve tax liabilities for the clients they represent.
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