Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
After filing a joint return, many spouses have opposing views of who should be responsible for a resulting tax obligation when the IRS comes to call. Join Robert McKenzie as he details the types of innocent spousal relief that are available to taxpayers. He’ll present circumstances where relief will apply and note the procedures and forms for applying relief. In addition, he’ll discuss important issues that prevent taxpayers from receiving relief from joint tax obligations.
Learning Objectives
Upon successful completion of this course, participants will be able to:
•Recognize circumstances where IRC 6015 for innocent spouse, separation of liability, and equitable relief applies
•Identify the procedure and forms for applying for relief
•Recognize the options available for client appeals
Course Specifics
|
Course ID WC18176142 |
Revision Date May 25, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: OMYXB
IRS Course Number: 0MYXB-T-02239-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: OMYXB
IRS Course Number: 0MYXB-T-02239-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1118
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1118
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the IRS and state tax agencies. He has lectured extensively on the subject of taxation and has made numerous media contributions, including on Dateline NBC and ABC World News Tonight. Bob has been elected to the American College of Tax Counsel where he serves as secretary/treasurer of its board of regents. Prior to entering private practice, he was employed by the IRS Collection Division in Chicago, Illinois. From 2009–2011, Bob served as a member of …
Innocent Spouse Relief: Innocent Or Not?
CPE CREDITS
2 Credits: Taxes
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
After filing a joint return, many spouses have opposing views of who should be responsible for a resulting tax obligation when the IRS comes to call. Join Robert McKenzie as he details the types of innocent spousal relief that are available to taxpayers. He’ll present circumstances where relief will apply and note the procedures and forms for applying relief. In addition, he’ll discuss important issues that prevent taxpayers from receiving relief from joint tax obligations.
Learning Objectives
Upon successful completion of this course, participants will be able to:
•Recognize circumstances where IRC 6015 for innocent spouse, separation of liability, and equitable relief applies
•Identify the procedure and forms for applying for relief
•Recognize the options available for client appeals
Course Specifics
|
Course ID WC18176142 |
Revision Date May 25, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: OMYXB
IRS Course Number: 0MYXB-T-02239-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: OMYXB
IRS Course Number: 0MYXB-T-02239-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1118
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1118
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the IRS and state tax agencies. He has lectured extensively on the subject of taxation and has made numerous media contributions, including on Dateline NBC and ABC World News Tonight. Bob has been elected to the American College of Tax Counsel where he serves as secretary/treasurer of its board of regents. Prior to entering private practice, he was employed by the IRS Collection Division in Chicago, Illinois. From 2009–2011, Bob served as a member of …
Innocent Spouse Relief: Innocent Or Not?
CPE CREDITS
2 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$98.00