Records? What Records?
What To Do When the Client’s Records Are Less Than Stellar
Thursday, June 13, 2024 | 1pm – 2pm Eastern | via Live Webinar
Free 1 Hour for EAs and CPAs
Do you know why there are more than 11.3 MILLION non-filers? Yes, there are some lazy folks who cannot be bothered, and others who have had horrific things happen to them, but more than half of the cases that come to us at Green & Sklarz LLC tell us they do not have the documents to file. Records – assuming the client ever had them – may have been lost or destroyed. And now Uncle Sam has come knocking…
So what do you do when the client’s records are, shall we say, less than stellar?
During this special one-hour program we will review an actual client case where a client’s records were destroyed with no electronic back-up, how we reconstructed the information and why clients are now all set-up to make sure this never happens again. Eric will also discuss how he handles his own tax documentation to assure he never has this issue!
PLEASE USE THE FORM BELOW TO REGISTER FOR THE PROGRAM.
About Your Speaker:
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.
Program brought to you by:
Prerequisites: None
Advanced Preparation: None
Program Level: Beginner
Delivery Method: Group Internet Based
Field of Study: Taxes
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-T-00358-24-O
Title: What To Do When the Client’s Records Are Less Than Stellar
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.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 team@taxrepllc.com.
CPE Credits & Field of Study: Recommended 1 CPE Credit Hour in the Field of Taxes. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour
