S03-Representing the Non-Filer

Wednesday, June 26 | 10:10 am - 11:50 am
Track: Representation
     2 hours Federal Tax Law (EA, CRTP, OTRP)
     2 hours Taxes/Tax Planning (CPA, CFP)
     1.75 hours Taxation Law (Attorney – CA Bar MCLE)
     2 hours (CSEA/NAEA)
SpeakerJeffrey Schneider, EA, CTRS

Description: This session will cover the best methods to represent your non-filing clients. We will discuss IRS investigation techniques, IRC Sec. 6020B returns and substitutes for returns (SFR's).

Learning Objectives:
1. Who might be prosecuted for non-filing and when
2. IRS priorities
3. IRS notice procedure
4. How many years to file
5. Case resolution techniques
Learning Level: Intermediate
Prerequisites: None

Advanced Preparation: None