Mini #3 - Saturday, August 8, 2020
9 AM-12:35 PM
CSEA/MSEA USE PROMO CODE "MEMBERS"
4 IRS CE, 4 CTEC CE , 4 NASBA CPE
IRS Program: 7Q3WU-T-00176-20-O
CTEC Program: 6248-CE-0092
Steven Walker, Esq.
Program I. A Practical Understanding of Form 706
The program will provide an overview of how to prepare a Form 706 and some of the common issues encountered in preparing the form. The course will cover the following topics:
Which estates must file
Who can be an executor
When and where to file
Paying the tax
Portability of deceased spousal unused exemption
Schedule A – Real Estate
Schedule B—Stocks and Bonds
Schedule C—Mortgages, Notes, and Cash
Schedule D—Insurance on the Decedent's Life
Schedule E—Jointly Owned Property
Schedule F—Other Miscellaneous Property
Program II. Surviving Tax and Other Debt in COVID Crisis
This program will teach you how to handle a client facing tax collection and other debt issues in the COVID crises. Clients right now are hanging by their teeth and just trying to make it through. As a tax professional, clients will turn to you to give some sound and practical advice on dealing with tax and other debt. This course will teach you what you need to know about:
Handling tough tax collection cases
Dealing with credit card, medical and student loan debts
Which debts to pay first – IRS?
What if the IRS threats a collection lawsuit?
Saving home from tax lien foreclosure
When and whether to file for bankruptcy to obtain relief tax debt and more
CSEA/MSEA Members: $65
MSEA CANCELLATION POLICY: To qualify for a refund, fax or call at least 48 hours prior to the event. No cash refunds will be provided. A credit voucher will be issued toward any MSEA function, if used within one year of the cancellation.
Mr. Walker is a tax attorney focusing on representing individuals and businesses in tax controversies including tax examinations, investigations, audits and litigation in U.S. Tax Court and federal district courts. He is a former IRS Trial...
Tax Practice Pro, Inc., is a nationwide provider of live and webinar based continuing education. You can call us at 800-943-1750. Our website is www.taxpracticepro.com. You can e-mail email@example.com. For CE/CPE certificates or related issues, Nicole@taxpracticepro.com