Understand How Your Clients Can Receive Relief from Joint Tax Obligations Under the IRS Innocent Spouse Rules
Spouses have contradictory views many times after filing a joint return as to who should be responsible for a resulting tax obligations when the IRS comes to call. The IRS recently introduced its innocent spouse rules which will enable many taxpayers to get relief from joint tax obligations.
This 2-hour long learning session by expert speaker 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.
Understand the who, how, and when of filing a relief
Review and understand injured spouse relief
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
Understand the application of community property rules
Review IRS collection-related remedies
Understand the requirements of innocent spouse relief
Review the methods for asserting innocent spouse
Review reported cases and IRS innocent spouse application
Become familiar with the most effective ways to represent your client
NASBA Category of Study: Taxes
IRS Category of Study: Federal Tax Update
Who Should Attend
This webinar will provide valuable assistance to all personnel in:
CPAs and Enrolled Agents
Finance and Accounting Professionals
Accounting and taxation firms
Law firms dealing with tax issues
Profit businesses involved in joint ventures with nonprofit organizations
Robert E. McKenzie is a Partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state tax agencies. He has lectured extensively on the subject of tax representation and has presented courses be...