Many times after filing a joint return spouses have opposing views of who should be responsible for a resulting tax obligation when the IRS comes to call. The IRS has recently its innocent spouse rules which will allow more taxpayers to receive relief from joint tax obligations.
This 2-hour long learning session by our expert Robert E. McKenzie will provide you a better understanding of innocent spouse rules and injured spouse relief. You will become familiar with the requirements of innocent spouse relief. You'll learn who should file for relief, and when and how to file for the same, as well as essential procedures and preparation of forms to get relief.
Also, get practical, real-world case studies and examples and valuable tools such as completed tax forms, templates, lists, timelines and more.
After this class you be able to:
- Understand the who, how, and when to file for relief
- Be aware of injured spouse relief
- Learn the essential procedures and preparation of forms to get relief
- Understand the clients' appeal options
- Know the latest rules for §6015(f) (equitable relief) and retroactive remedies available
Who Should Attend:
- CPAs and Enrolled Agents
- Tax Attorneys
- Other Tax Preparers
- Law firms dealing with tax issues
Session Prerequisites and preparation: None
Recommended CPE credit – 2.0
Recommended field of study – Tax
Session learning level: Introductory
Delivery method: Group Internet Based
Pioneer Educator 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.