Mini #7 - October 24 "IRS & FTB Update" & "Trusts"

Mini #7 - Saturday, October 24, 2020
9 AM-12:35 PM
CSEA/MSEA USE PROMO CODE "MEMBERS"
3 Federal Tax Update CE
3 CTEC CE
4 NASBA CPE
7Q3WU-T00196-20-O
Steven Walker, Esq.

ALL COURSE MATERIALS WILL BE EMAILED TO ATTENDEES 2 DAYS BEFORE THE WEBINAR.

Pricing:
CSEA/MSEA Members: $65

Non-Members: $75

IRS/FTB Representation & Revocable Trusts

Learning Objectives:

• Understand how revocable trusts work
• Learn how to respond to CP2000 Notices and Cryptocurrency inquires
• Learn how to handle non-filers
• Understand the new partnership audit rules

This program is divided into four parts that will cover the following key topics:

• Understanding revocable trusts in California estate planning

• Handling automated underreported (CP2000) Notices, IRS Soft Notice Programs,
and Cyrpo Currency Inquiries

• Handling non-filers and how to resolve delinquent returns with the IRS and
Franchise Tax Board

• New IRS partnership audit rules, Form 1062, Line 25, and Schedule B-2, Election Out
of the Centralized Partnership Audit Regime

Each segment is designed to teach you how to do something, that you did not know how to do before. We hope that you find the program informative and educational.

MSEA CANCELLATION POLICY: To qualify for a refund, fax or call at least 48 hours prior to the event. No cash refunds will be provided. A credit voucher will be issued toward any MSEA function, if used within one year of the cancellation.