Guides and Learning Tools

Tax practitioners are governed by many various rules of ethics, including the IRS Regulations known as “Circular 230”. This program will cover the Circular 230 rules and everyday ethical issues that arise for private practitioners.

But what about the IRS’s employees? What ethical rules constrain them from running roughshod over taxpayers?

There are several bodies that govern IRS employees, including the Taxpayer Bill of Rights, and the IRS is policed by the Treasury Inspector General for Tax Administration (“TIGTA”). This special ethics program will cover what to do if the IRS violates the taxpayer’s rights, and what practitioners can do to protect their taxpayers and obtain a proper resolution.

In this special workshop, you will learn:

• Understand the ethics rules that apply to tax practice
• Identify potential conflicts of interest and how to deal with them
• Explain what the options are when an IRS Employee is violating the Taxpayer Bill of Rights

When:  Monday, December 21st

CPE: 2 credits for EAs and CPAs

Cost: $49 (Free Tax Members of Tax Rep Network)

Register here: https://taxrepllc.com/program-20201221-ethics-workshop/

Speakers: Eric Green, Esq., Walter Pagano, CPA, CFE

The Accountant’s Guide to Resolving Payroll Tax Debts and Personal Liability was just released by TG Publishing!

Payroll taxes are the number one reason why small businesses get into tax trouble.  Why?  Because payroll taxes are the easiest loan to take and the hardest to repay.  Easy to take because there is no loan document to complete and no banker to refuse: just keep the tax money and spend it.  They are the hardest loans to pay back because once the IRS applies the various penalties and interest the balance increases to the point the business cannot easily pay it back.  In addition, the IRS will begin pursuing the owner and other responsible employees personally for the trust fund portion of the taxes!  Payroll Tax cases also are an opportunity for practitioners to make money while saving businesses, their owners and hundreds or even thousands of employee jobs.

If you are interested in adding to your existing practice, launching a new practice or just helping to save clients from the payroll tax nightmare they are in, this book is perfect for you. This guide steps you through the procedures you need to know to help tax clients with payroll tax problems. The key is to understand the process the IRS pursues against both the company and the owner and responsible individuals, and this book walks you through the IRS process and explains where the opportunities are so you can wisely counsel your client.

This knowledge is in great demand.  Most tax practitioners do not know how to do this, more than 15 million people owe the IRS money, and many of them need the help of a tax resolution professional.  The need for practitioners who understand this area is huge!

Included in this book are case studies and so you can follow real life examples, 29 exhibits showing completed forms and letters you need to learn, and a Payroll Tax Client Checklist for you to use with potential clients at the end of the book. It’s everything you need to understand how to help clients navigate and negotiate the Payroll Tax Debt with the IRS.

Check out the Guide Here!