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Advising Clients On IRS Notices: How to Provide Support Without Giving Tax Advice

About This Webinar

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Ensure you have your individual sign-on link handy.  

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Still can’t find it or something not right? Reach out to us directly as members@kitces.com and we can assist you. 

Does thinking about tax notices remind anyone else of the Jaws theme song? As with the iconic movie, it is just a matter of time before your clients receive a dreaded IRS letter. These “'love letters” ' from the IRS often send clients into a panic, unsure of how to respond and worried over receiving notices that often suggest they have done something wrong or owe money. In several instances, these matters are rather simple, albeit time-consuming,, to address, but often clients find themselves without counsel for what to do if they receive these letters.

In this webinar, Steven Jarvis, CPA, explains how financial advisors can assist clients who have received letters from the IRS without crossing boundaries into tax representation or the provision of tax advice. Throughout the session, Steven walks advisors through common IRS notices, such as letters of discrepancy and differences of estimated tax payments and provides examples of actions advisors can take to assist clients in moving toward a response.

During this webinar, advisors will learn how to:
- Discuss common reasons why the IRS may contact a client and how to begin reviewing IRS letters
- Identify various notices that a client may receive from the IRS with an understanding of why a client may be receiving them and how to investigate
- Suggest actions clients can take to address their IRS letter without providing tax advice or representation
- Utilize best practices for communicating with the IRS and delivering value to clients who receive IRS notices

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.

Who can view: People who attended or registered for the webinar only
Webinar Price: $5.00
Featured Presenters
Webinar hosting presenter
Steven Jarvis is proudly the “least boring” CPA you’ll ever meet. He proudly has NOT committed the entire tax code to memory and instead focuses on teaching financial advisors how they can actually work with their clients to help them not get killed on taxes. Everything Steven does is focused on how to take action. Google can recite the law, Steven gives the roadmap for taking relevant tax planning strategies from an idea on a whiteboard to real clients saving real money and creating real impact over the lifetime of their wealth. Steven is a licensed CPA, has an MBA, has taught as an adjunct professor and has given tax planning presentations to audiences large and small across the country. Steven is also a sought after author having published a book on tax planning and contributing articles to renowned publications throughout the industry.

When he’s not talking taxes Steven is always in search of a new adventure and is currently focused on obstacle course racing and other endurance events and even gets the whole family involved as his wife and two kids are often along for the journey.
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