CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Innocent Spouse Relief: Innocent Or Not?

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
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
Original Release Date
May 17, 2017
Revision Date
May 25, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: OMYXB
IRS Course Number: 0MYXB-T-01164-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1118
CTEC Federal Tax Law Credits: 2

Course Instructor

Robert (Bob) E. McKenzie Headshot
Robert (Bob) E. McKenzie, EA, Esq.

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 appearances, 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 the …

Robert (Bob) E. McKenzie, EA, Esq. Read More »

Innocent Spouse Relief: Innocent Or Not?

CPE CREDITS
2 Credits: Taxes

$98.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
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
Original Release Date
May 17, 2017
Revision Date
May 25, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: OMYXB
IRS Course Number: 0MYXB-T-01164-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1118
CTEC Federal Tax Law Credits: 2

Course Instructor

Robert (Bob) E. McKenzie Headshot
Robert (Bob) E. McKenzie, EA, Esq.

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 appearances, 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 the …

Robert (Bob) E. McKenzie, EA, Esq. Read More »

Innocent Spouse Relief: Innocent Or Not?

CPE CREDITS
2 Credits: Taxes

$98.00