VASEA Webinar: Introduction to Representation

This course will introduce Enrolled Agents and other tax practitioners to IRS tax representation. It will provide a summary of ways to assist clients with outstanding tax liabilities and unfiled tax returns. Tax representation is a service that provides your practice with year round revenue outside of the tax filing season.

Learning Objectives:
- Understand differences between Revenue Officers, Revenue Agents and Offer Examiners
- Overview of Form 2848 and Form 8821
- Overview of Notices, SOLs, Liens, and Levies
- Learn five ways to resolve taxpayer debt

Presenter:

Angela D. Thompson, EA, CTRS has over 25 years of tax and accounting experience. She attended the University of Phoenix majoring in accounting. She ran her own accounting practice in the mid-2000s. She worked in the private industry for a few years before returning to public accounting in 2016. She become an Enrolled Agent in March 2017 and earned the designation of Certified Tax Resolution Specialist in November 2018. Her passion is tax problem resolution. She is a Senior Tax Accountant with Hunter Associates Tax Services, LLC in Williamsburg, VA and a VASEA board member. In her spare time, she enjoys crochet and spending time with her grandson.

Participants earn up to 1.0 CE/CPE credits.

Field of Study: Federal Tax Law Topics / Taxes

Pre-Requisites: Basic knowledge of federal taxation in the U.S.

Who Should Attend: CPAs, EAs, and other Tax Professionals

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

IRS Program Number: QSRNU-T-00599-23-O

Registration Fees

Individual Webinar
Members: $30 / Non-Members: $50*

Bundle Discount for All 6 Webinars
$150 for members / $250 for non-members

*Join VASEA for $90 and enjoy member rates at events all year long.

Member Discount Eligibility

Member pricing applies to NAEA and VASEA Members, Associates, and current VASEA Annual CE Pass holders, and their staff. Staff are only eligible for VASEA member rates if registration is paid for by a VASEA Member, Associate or current CE passholder.

Group discounts at education functions are given to multiple attendees from a single firm when there is one payment for all registrations: 3‐5 attendees = 5% each; 6‐10 = 10%; 11 or more = 15%.

Phone or Email Registration Options

There is a $25 additional fee for registrations taken over the phone or via email.

Refund Policy

Refunds will be honored if written notification is received at the Administrative Office fourteen days prior to event. A processing fee of $25 will be deducted from the refund. Cancellations within 14 days of the event will not be accepted. Substitutions are always allowed for in-person registration. Substitutions are only allowed for webinar registrations if received 48-hours prior to the start of the webinar. “No Shows” forfeit their fees.

Cancellation

VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy

For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Questions

Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.