Webinars for Tax Practitioners

Upcoming webinars

• Form 1099-K Third Party Payment Network Transactions (Card and Electronic payments) - December 14, 2023
• Circular 230: Professional responsibility in today’s tax practice - December 19, 2023
• Answering your frequently asked questions about due diligence - January 10, 2024
• Sailing through the rules of refundable tax credits - January 12, 2024
• 2024 IRS/CSEA Practitioner seminars - January 17 - 18, 2024

Form 1099-K Third Party Payment Network Transactions (Card and Electronic payments)

This free webinar will provide:

• An overview of the Form 1099-K filing threshold for third-party settlement organizations (TPSOs)
• Information on implementation delay for 2023, and planned $5,000 threshold for 2024
• Resources and information
  • Friends and Family transactions
  • Definitions
  • How to report Form 1099-K amounts
  • What to do if Form 1099-K is incorrect
  • Recordkeeping
  • IRS.gov Resources
• Plus, a live Q & A

Certificates of Completion are being offered. Tax Professionals: Earn up to 1 CE Credit. Category: Federal Tax

Closed captioning will be offered.
Sponsored By: IRS Stakeholder Liaison

Date: December 14, 2023
Time: 2 p.m. (ET); 1 p.m. (CT); 12 p.m. (MT) 11 a.m. (PT); 10 a.m. (Alaska), and 8 a.m. (Hawaii–Aleutian Time Zone)
Registration: Visit the Internal Revenue Service Webinar website. Questions? Email SBSE.SL.Web.Conference.Team@irs.gov.

Circular 230: Professional Responsibility in Today’s Tax Practice

This free webinar will provide:

• Introduction
• Overview of Circular 230 & Office of Professional Responsibility (OPR) Circular 230 and today’s tax practice
  • Remote Work
  • Competency & Technology
  • Artificial Intelligence (AI) Tools
  • Social Media
• OPR Investigative & Disciplinary Process
• Contact Information
• Resources & Guidance
• Plus, a live Q & A

Certificates of Completion are being offered. Tax Professionals: Earn up to 2 CE Credits. Category: Ethics
Closed captioning will be offered.
Sponsored By: IRS Stakeholder Liaison

Date: December 19, 2023
Time: Time: 2 p.m. (ET); 1 p.m. (CT); 12 p.m. (MT) 11 a.m. (PT); 10 a.m. (Alaska), and 8 a.m. (Hawaii–Aleutian Time Zone)
Registration: Visit Internal Revenue Service Webinar website. Questions? Email  SBSE.SL.Web.Conference.Team@irs.gov.

Answering your frequently asked questions about due diligence

This free webinar will:

• Discuss the specific paid preparer due diligence requirements for 2023 returns claiming the:
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)/Additional Child Tax Credit (ACTC)
  • Credit for Other Dependents (ODC)
  • American Opportunity Tax Credit (AOTC)
  • Head of Household (HOH) filing status
• Review due diligence documentation requirements
• Describe IRS’s due diligence educational contact methods and the due diligence audit process
• Address paid preparers’ most frequently asked questions about due diligence requirements
• Share IRS’s online educational resources for paid preparers’
• Plus, a live Q & A

Certificates of Completion are being offered. Tax Professionals: Earn up to 1 CE Credit. Category: Federal Tax

Closed captioning will be offered.
Sponsored By: IRS Stakeholder Liaison

Date: January 10, 2024
Time: 2 p.m. (ET), 1 p.m. (CT), 12 p.m. (MT and Arizona), 11 a.m. (PT), 10 a.m. (Alaska),9 a.m. (Hawaii–Aleutian Time Zone)
Registration: Visit the Internal Revenue Service Webinar website. Questions? Email SBSE.SL.Web.Conference.Team@irs.gov.

Sailing through the rules of refundable tax credits

This free webinar will:

• Cover specific eligibility rules and filing requirements for 2023 returns involving:
  • Earned Income Tax Credit
  • Child Tax Credit/Additional Child Tax Credit/Credit for Other Dependents
  • American Opportunity Tax Credit
  • Head of Household filing status
• Review the recertification process after an audit
• Share IRS’s online educational resources for refundable credits
• Plus, a live Q & A

Certificates of Completion are being offered. Tax Professionals: Earn up to 1 CE Credits. Category: Federal Tax.

Closed captioning will be offered.
Sponsored By: IRS Stakeholder Liaison

Date: January 12, 2024
Time: 2 p.m. (ET); 1 p.m. (CT); 12 p.m. (MT and Arizona) 11 a.m. (PT); 10 a.m. (Alaska), and 9 a.m. (Hawaii–Aleutian Time Zone)
Registration: Visit the Internal Revenue Service Webinar website. Questions? Email SBSE.SL.Web.Conference.Team@irs.gov.

2024 IRS/CSEA Practitioner seminars

Hear from top level IRS speakers about policies and procedures that impact you and your clients. Learn how to maximize resources to increase your value to your clients and earn up to 9 hours of IRS qualified CPE (includes 2 hour of Federal Ethics). Plus, a free CA only event for an additional 1 hour of CE (no IRS credit). A small registration fee is charged by CSEA to cover hosting cost and CPE processing.

Topics covered by:

• IRS Office of Professional Responsibility
• IRS Taxpayer Experience Office
• IRS SBSE Office of Fraud Enforcement
• IRS Large Business and International
• IRS SBSE Field Collection
• IRS Criminal Investigation Division
• IRS Taxpayer Advocate Service and
• California–Franchise Tax Board

Sponsored By: SoCal Chapters of CSEA with participation by NAEA state affiliates

Date: January 17 - 18, 2024
Time: 9 a.m. – 2 p.m.
Registration: Please visit the CSEA IRS Seminar website.

Other video outreach products

The IRS Video portal contains video and audio presentations on topics of interest to small businesses, individuals and tax professionals. You will find video clips of tax topics, archived versions of live panel discussions and webinars.