Individual Financial Analysis Pt 2-Case Study Examples

This is a 2 hour CE/CPE webinar for CPAs and EAs presented live on December 19th, 2024, 3-5pm ET (12-2pm PT)

This course will review cover the IRS Collections Financial Standards and apply the principals to various example case studies to understand the application of the standards and the IRM.

Note: This class is conducted via Zoom. You will receive the Zoom link immediately upon checkout and in several reminder emails from Eventbrite.

• Understand the purpose and application of IRS Collection Financial Standards.
• Explain each individual expense category and how to apply them.
• Understand the purpose of IRS Form 433-A.
• Complete the Form 433-A Income & Expense Table (IET).

• Delivery Method: Group-Internet
• Credit: 2.0 CE/CPE hours
• CPE Subject Area: Taxes (IRS: Federal Tax Law)
• Prerequisite: Basic knowledge of IRS Collection procedures.
• Program Level: Basic.
• Advance Preparation: None required
• IRS Program Number: CBBHU-T-00011-23-O
• NASBA Registry ID: 149009
• Texas State Board of Public Accountancy CPE Sponsor ID 010661

Tax Pro Academy, 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, "41 Dangerous IRS Tax Red Flags", and "Hidden Profits for Your Tax Practice" and former tax columnist with the Florida Today. With over two decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes and IRS Collection cases.

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"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

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Event Venue

Online