Join us for this special free one-hour lunch and learn ethics program with Patrick Wanzer, CPA, CTRC and Eric Green, Esq., CTRC, as they update you on the latest changes by the AICPA to its standards of tax practice, and what Circular 230 issues every EA and CPA needs to be on the watch for this tax season.
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About Your Speakers:
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Patrick Wanzer – CPA, CTRC
Patrick H. Wanzer, CPA, CTRC is a native of Indianapolis, IN and currently resides in the Eastside Indianapolis neighborhood of Irvington. Patrick is a graduate of the Indiana University Kelley School of Business with a Masters Degree in Professional Accountancy. Patrick has been a CPA for ten years and has spent the last eight years helping clients stand up to the IRS. Patrick focuses his practice on IRS Tax Resolution and helping clients find ways to effectively resolve their tax issues. Whether through an Offer-in-Compromise, Installment Agreement, Currently-Not-Collectible status, or some other option, Patrick has helped many clients regain their financial footing. Along with being a CPA, Patrick is a Certified Tax Representation Consultant and a Platinum Member of Tax Rep LLC. He co-hosts the Midwest Tax Representation Conference in Indianapolis each fall. Patrick also authored his first book “Break-Free From the IRS – How to Resolve IRS Tax Debt and Reclaim Your Freedom” this past August. In his spare time, Patrick likes to read, watch football, and spend time with his wife Kimberly and dog Lucy.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Field of Study: Ethics
CPE: 1 hour
IRS CE: 1 hour
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-E-00337-24-O
Title: 2024 Tax Practice Standards: What Just Changed, and What Hasn’t!
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (email@example.com) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to firstname.lastname@example.org.
CPE Credits & Field of Study: Recommended 1 CPE Credit Hour in the Field of Ethics. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour