Live EA Exam Review Course – Part 3

The EA Exam is broken down into three parts, click on the button below for more details on each part of the exam. And click here for information about getting CPE credits:

2012 Dates and Live Course Schedule

TaxMama’s® Live Course classes take place on Tuesday and Thursday afternoons between 4:00 pm and 6:00 pm (PACIFIC) and on Saturday mornings between 8:00 am and 12:00 pm (PACIFIC) unless stated otherwise.  (You’re not in the Pacific time zone? Look up your time here.)

Part 3 – Representation, Practice and Procedures

Classes start Tuesday October 1st and run through Saturday November 10th.

There will be no classes on Labor Day Weekend and during High Holy Days in September

We will also take a 1-week break from October 7th-October 15th, so everyone can finish tax season.

If dates are not compatible with your schedule, check out TaxMama’s® Self Study Course – it contains all the notes and audio recordings of the live classes but allows you to learn in your own time.

Dates are subject to change

*** Join TaxMama® in Las Vegas at the IRS Tax Forums – July 31st through August 2nd ***

If dates are not compatible with your schedule, check out TaxMama’s® Self Study Course – it contains all the notes and audio recordings of the live classes but allows you to learn in your own time.

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What You Will Learn

The course will include TaxMama’s® special twists, teaching you more than tax law – you’ll learn:

• What it means to be a tax professional under IRS Circular 230
• How to do Tax Research – and to understand what you find
• Professional Ethics
• IRS’s Electronic Services and how to use them to your advantage
• Sanctions and Penalties – and how to defend against sanctions
• How to prepare and use a Power of Attorney
• How to prepare an Installment Agreement
• How to prepare an Offer in Compromise
• How to prepare your records for a tax Audit
• How get liens and levies lifted
• How to use the Appeals Process and Other Remedies
• How to use Tax Court and when you must use the Federal Court System

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Materials

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Course Outline

• Orientation – Familiarity with Materials, Homework assignments and Study Buddy arrangements
• Lecture 1 – The big Picture – Overview of Circular 230 responsibilities and privileges and the POA (2 Ethics)
• Lecture 2 – Juicy piece – E-Services – for enrolled and for unenrolled preparers
• Lecture 3 – Worst piece – Sanction and Penalties and your defenses (2 Ethics)
• Lecture 4 – Favorite piece – Legal Authority and Research, Statutes, Communications, FOIA
• Lecture 5 – Fascinating piece- Working with Non-Filers
• Lecture 6 – Mystery piece – Getting ready for an audit
• Lecture 7 – Reconciling Piece – Reviewing the Audit Workpapers
• Lecture 8 – Fixing piece – What to do after a bad audit – Appeals, mediation and…
• Lecture 9 – Misunderstood piece- Collections – dealing with notices, unpaid taxes and balances due
• Lecture 10 – Courtly piece – Tax Court and Beyond and Reviewing your Tax Court Petition
• Lecture 11 – Shared piece – Reviewing your Forms 9465, 433s and 656
• Lecture 12 – Making your piece – Final Questions and Pulling it all together

You will get data from sample clients to input into your own tax software or forms. You will get profiles of different types of clients, with respectable levels of complexity.

• Form 2848 – The Power of Attorney
• Form 433 series – Financial Statements for IRS
• Form 9465 – Installment Agreement
• Form 656 – Offer in Compromise
• Key Audit Workpaper – Proof of Cash
• Tax Court Petition

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