New IRS Guidance Under IRC 7216
   LIVE Webcast  

 

Event Details:                                                                                                                                                           printer-friendly page

Responding to taxpayer and return preparer requests for more help with the law that makes it a crime to misuse tax return information (IRC Section 7216), the IRS just released major guidance - regulations and two rulings (Rev. Rul. 2010-4 and Rev. Rul. 2010-5). This guidance answers some questions while raising others: What information can now be used without the client's permission and when? Are you covered by this law because you assist a return preparer? Comments were due March 5th.

The Knowledge Group has scheduled a LIVE Webcast on the new IRS guidance and the comments on it that will help you understand how these rules affect you and how you can avoid the criminal and monetary penalties for running afoul of them. If you prepare returns, serve return preparers or have your return professionally prepared and want to know what can (and cannot) be done with your confidential information, then join us for this program. Advanced registration is recommended as space is limited for this popular event.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 103942
Recording Fee: $299 (Please click here for details)
NASBA Sponsor Number: 109004

 

Featured Speakers for New IRS Guidance Under IRC 7216 LIVE Webcast:


Proposed Agenda (click here to view more)
SEGMENT 1:


Jim F. Kurdziel, Senior Program Analyst and Technical Advisor Electronic Tax Administration (ETA),
Internal Revenue Service

- Overview of §7216 statute and regulations
- Summary of 2009 regulation changes
- Identification of trouble spots in the regulations
- Introduction to the 2010 amendments to the regulations and revenue rulings

SEGMENT 2:


Phillip Pillar, Shareholder,
Greenberg Traurig, LLP

- Last year the first new regulations in a generation brought the law that can make it a crime for a
  return preparer to misuse taxpayer information into the 21st century.
- Recently IRS and Treasury issued more guidance on key remaining issues, including marketing,
  statistical compilations, and auxiliary services.
- Comments to proposed regulations are due by March 5th.
- In this broadcast our panel of experts will discuss these important new developments and what they
  mean for tax return preparers in the current environment of proposed uniform federal regulation
  of their business by IRS.

SEGMENT 3:


Michael P. Dolan, Chair of the AICPA Section 7216 Regulations Task Force,
KPMG LLP

- Perspective on what is the holdover effects from the first round, especially international feature
- Issues concerning the CPA community
- Ability to communicate with clients

SEGMENT 4:


Ken Wright, Tax Attorney, Tax section - ABA, Co-chair Task Force of Tax Preparer Regulation,

- Non-regulated and EA perspective
- Issues on differentiation between those and CPA/attorneys



Internal Revenue Service
Jim F. Kurdziel
Senior Program Analyst and Technical Advisor, Electronic Tax Administration (ETA)
                        speaker bio »»

Greenberg Traurig, LLP
Phillip Pillar
Shareholder
speaker bio »»

KPMG LLP
Michael P. Dolan
Chair of the AICPA Section 7216 Regulations Task Force
speaker bio »»

Tax Education, Inc.
Kenneth K. Wright
Owner
speaker bio »»

Who Should Attend?

- Tax Preparers
- CPAs
- Tax Attorneys

Why Attend?

This is a must attend event for anyone interested in understanding new guidance under IRC 7216.
    - New guidance explained by the most qualified key leaders & experts
    - Hear directly from key regulators & thought leaders
    - Interact directly with panel during Q&A

Registration Information:                                                                                                                                    


Disclaimer:
Please note, the event date is firm although it may be subject to change. Please click here for details.

 

 

 

 


New IRS Guidance Under IRC 7216 LIVE Webcast
Speaker Firms:


Internal Revenue Service





Tax Education, Inc.





 

Media Partner:





 

 

The Knowledge Group, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org



 

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org

Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml



 
Enrolled Agents Sponsor ID Number: 760

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.