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Finance
Effectively Working with the IRS: Using IRS Transcripts and Current IRS Online Tools
Course Description

The IRS is developing more and more digital tools. However, many taxpayers, and their tax pros, are not aware of the online options when working with the IRS. In this webinar, discover the many ways taxpayers and tax pros can work with the IRS online using the many tools offered by the IRS. Tax pros will be able to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and solve  common issues.

Learning Objectives
  • Learn common reasons taxpayers and tax pros have to work with the IRS outside of filing a tax return
  • Discover uses for IRS transcripts
  • Activate filing and recording Forms 2848 and 8821 online with the IRS
  • Use IRS digital tools effectively in helping your clients
  • Explain how to get access to IRS digital tools
  • Identify the future features of IRS digital tools

Key topics covered in this course:

  • Working with the IRS: common reasons and options
  • Overview of IRS Transcripts and common uses
  • Filing authorizations (Forms 2848 and 8821) with the IRS
  • Taxpayer and tax pro digital tools
  • Secure Access Digital Identity
  • Best practices and tips

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference
Who Will Benefit
•⁠ CPA
•⁠ Enrolled Agents (EAs)
•⁠ Tax Professionals
•⁠ Attorneys
•⁠ Other Tax Preparers
•⁠ Finance professionals
•⁠ Financial planners

Speaker
Jim Buttonow, CPA, CITP, has been a leader in helping taxpayers and tax professionals resolve tax problems with the IRS. For 19 years, Jim worked at the IRS in various compliance enforcement positions. Since 2006, Jim has been in private practice and tax and accounting software development. Jim consulting practice focuses on the areas of tax controversy and tax administration. Jim led product development and marketing for a successful software company that developed tax problem software for tax professionals. This software is currently being used by thousands of tax professionals and businesses in the United States.

Jim has been an IRS partner in improving IRS operations and post-filing service to taxpayers. Jim served as chairperson of the IRS Electronic Tax Administration Advisory Committee (ETAAC) in 2015 and 2016 during which ETAAC played a central role in promoting the IRS digital strategy to develop transformative technology solutions to systemic challenges in tax administration. Jim also served as the North Carolina representative on the IRS’ Taxpayer Advocacy Panel (TAP) from 2020-2022.

Jim regularly speaks on areas of tax administration and problem solving to national associations and has testified before Congress in areas of tax administration. He has also published many articles in industry publications. In his articles, Jim focuses on delivering practical insights, advocating for IRS transparency and efficiency, and proposing innovative large-scale solutions for taxpayers and tax professionals.

Jim currently authors CCH’s Tax Problems and Solutions Handbook, a publication aimed at helping tax pros work more effectively in post-filing matters and resolving their clients’ most common tax problems.

Reading: Ut enim ad minim veniam

14 minutes 2 questions

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 3 questions

Reading: Ut enim ad minim veniam

22 minutes

Reading: Ut enim ad minim veniam

14 minutes

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 2 questions

Reading: Ut enim ad minim veniam

22 minutes

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  • Eleanor Fant

    July 14, 2022

    So I said lurgy dropped a clanger Jeffrey bugger cuppa gosh David blatant have it, standard A bit of how's your father my lady absolutely.

  • Shahnewaz Sakil

    July 17, 2022

    David blatant have it, standard A bit of how's your father my lady absolutely.

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Overview:
  • Speaker : Jim Buttonow
  • Duration :120 Minutes
  • Date :01/10/2025
  • Time :1pm ET / 12pm CT / 11am MT / 10 am PT

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