Reading and Reviewing IRS Transcripts like a Pro
Wednesday, Oct 5th | 2pm-3pm Eastern
Enter your information below to register for this event. Include your PTIN number if you would like to receive continuing education credit.
IRS Transcripts provide practitioners with records and insights into actions made by the IRS and your client. They offer us with information about past, present and even future actions on a taxpayer’s account. Understanding how to read and review them is critical during the resolution process and can even be utilized for return preparation as well.
Besides gaining a knowledge of the transcripts themselves and how to obtain them, we will be taking time to review copies of actual transcripts to get hands on understanding and practice pointers on how to analyze them.
By the end of this course you will understand:
- The importance of transcripts
- How we get authority to obtain them for our clients
- Commonly used external transcripts
- What transcripts are needed for your client’s case
- How to analyze the information on the transcripts
- and more!
Participants will earn: 1.0 CPE/CE credit
Field of Study: Taxation
Course presented by: Angelene Wierzbic, EA, CTRS
Angelene is an IRS Enrolled Agent as well as a Certified Tax Resolution Specialist. She has spent nearly two decades in the trenches alongside industry experts Larry Lawler and LG Brooks working on complex tax resolution cases. She has worked and consulted on many hundreds of cases in her career and is an instructor in the famous ASTPS Tax Resolution Accelerator (formerly known as the Boot Camp).
Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.
Advance preparation: None
Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.
Delivery Method: Group Live
For more information regarding program concerns, or cancellation
policies, please contact our offices at (716) 630-1650 or send an email to email@example.com.
The American Society of Tax Problem Solvers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional 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.
The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.