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Webinars for Tax Practitioners

Local

2017 Filing Season Updates and More (IN, OH, MI)

Attend a virtual event from the comfort of your office. Hear Tax Law Updates and IRS Procedures to help you get ready for the 2017 Filing Season.

Topics will include:

  • Filing Season Updates (including W-2 verification code)
  • New ITIN Rules
  • New Secure Access Process

PTIN Holders: In order to get your CE reported to the IRS, ensure that your first name, last name and PTIN match your PTIN account. Your PTIN must begin with the letter P followed by 8 numeric characters. If your name and PTIN are incorrectly entered, you may still receive a certificate but your credit will not be reported to the IRS.

Do you require real time closed captioning? If so, advance notice is required, please register by January 3, 2017. For viewers who are deaf or hard of hearing, closed captioning displays the words that describe the audio portion of this program. Captions are available in English only. Please send an e-mail to: SBSE.SL.Great.Lakes@irs.gov.
Registration: Visit the Internal Revenue Service Webinar Registration website to register. You will be receiving your confirmation and reminder e-mails from: webcaster4.com. Please check your inbox, as well as your "Junk" or "Spam" box for messages about the webinar. Questions: Email SBSE.SL.Great.Lakes@irs.gov
Sponsored By: Stakeholder Liaison Field, Great Lakes Area

Date: January 10, 2017
Time: 10:00 a.m. (Eastern), 9:00 a.m. (Central), 8:00 a.m. (Mountain), 7:00 a.m. (Pacific)

Entertainment Industry Tax Compliance Seminar (MA, NH, NY)

Web conference addressing tax compliance issues for aspiring entertainers, local entertainers and small business organizations in the entertainment industry.

The following topics will be addressed during the event:

  • Record Keeping
  • Independent Contractor vs. Employee
  • How the Audit Tech Guide can help you as an entertainer understand some of the complex tax issues and improve the accuracy of your tax returns and keep better records

The presentation will be followed by a roundtable discussion. During the roundtable discussion you will be able to provide information about programs and services, and discuss issues in the Entertainment Industry.

The audio portion will be by phone, and the visual portion of the presentations via the web. Once you have registered, the toll free phone number and web conference access information will be sent to you. The following Stakeholder Liaison will participate in the web conference:

  • Christella Sanchez
  • Brenda Stuart-Luke
  • Keith Kershner
  • Nilka Enck

Registration: Contact: Brenda Luke, Phone: 917-865-6627, Email: Brenda.E.Stuart-Luke4@irs.gov
Sponsored By: New York and Western Stakeholder Liaison

Date: February 15, 2017
Time: 11:00 a.m. (Eastern)

Get Ready for the Filing Season: SSA & IRS - New Online Resources (CA, HI, NV)

IRS and Social Security Administration will host webinar to discuss the following topics for the upcoming filing season:

  • SSA and IRS - New Online Resources
  • My Social Security Account
  • Online Form SSA – 1099
  • New Jan. 31st Deadline for filing W-2's and Form 1099-MISC
  • Delays for Some Refunds
  • New Rules and Renewals for ITIN’s
  • Data Breaches - Protect Your Information
  • Plus live Q&A

Registration: Visit the Internal Revenue Service Webinar Registration website.
Sponsored By: Internal Revenue Service and Social Security Administration

Date: January 24, 2017
Time: 11:00 a.m. (Pacific)

Understanding PATH Due Diligence Requirements - It's More Than Just EITC (CA, HI, NV)

This free web conference will overview the PATH Due Diligence Requirements. The presentation will focus on the expanded due diligence requirements for the Child Tax Credit/Additional Child Tax Credit and the American Opportunity Tax Credit. In addition, Form 8867, most common due diligence errors, potential due diligence penalties and the affect of PATH Sections 201, 204, 205 and 206 will be discussed. The presenters are Janis Ribolla, IRS Program Analyst and Leatta Phillips, IRS Supervisory Management & Program Analyst.

Certificates of completion are being offered. Earn 1 CE credit. Category: Federal Tax
Sponsored By: Internal Revenue Service - Stakeholder Liaison

Date: January 12, 2017
Time: 11:00 a.m. (Pacific)
Registration: Visit the Internal Revenue Service Webinar Registration website. Questions: Email sl.western@irs.gov

Date: January 12, 2017
Time: 8:00 a.m. (Pacific)
Registration: Visit the Internal Revenue Service Webinar Registration website. Questions: Email sl.western@irs.gov

Understanding Payment Options (CA, HI, NV)

This free web conference will overview payment options. The presentation will focus on direct pay, online payment agreements, cash payments, offers in compromise, and other payment options. The presenter is Sherry Saucerman, IRS Senior Stakeholder Liaison.

Certificates of completion are being offered. Earn 1 CE credit. Category: Federal Tax
Sponsored By: Internal Revenue Service - Stakeholder Liaison

Date: March 16, 2017
Time: 8:00 a.m. (Pacific)
Registration: Visit the Internal Revenue Service Webinar Registration website. Questions: Email sl.western@irs.gov

Date: March 16, 2017
Time: 11:00 a.m. (Pacific)
Registration: Visit the Internal Revenue Service Webinar Registration website. Questions: Email sl.western@irs.gov

Understanding Practitioner Data Breaches (CA, HI, NV)

This free web conference will overview Practitioner Data Breaches. The presentation will focus on Security Summit initiatives for FY 2017, increasing awareness of legal requirements and best practices to better protect taxpayer information, emerging scams, and outlining steps tax professionals should take if they suffer a data breach. Also, hear from a Connecticut practitioner who experienced a significant Data Breach and its impact on his practice. The presenters are Maggie Romaniello, IRS Stakeholder Liaison Area Manager, Richard Furlong, IRS Senior Stakeholder Liaison, and David P. Lyons III, CPA and CFP.

Certificates of completion are being offered. Earn up to 2 CE credits. Category: Federal Tax
Sponsored By: Internal Revenue Service - Stakeholder Liaison

Date: January 19, 2017
Time: 11:00 a.m. (Pacific)
Registration: Visit the Internal Revenue Service Webinar Registration website. Questions: Email sl.western@irs.gov

Date: January 19, 2017
Time: 8:00 a.m. (Pacific)
Registration: Visit the Internal Revenue Service Webinar Registration website. Questions: Email sl.western@irs.gov

Understanding the Sharing Economy (CA, HI, NV)

This free web conference will overview the Sharing Economy. The presentation will focus on defining the Sharing Economy, tax implications for individuals performing services, determining employee/independent contractor, rules for home rentals, business expenses, and employer/payer employment tax obligations. The presenter is Kristen Deazeley, IRS Stakeholder Liaison

Certificates of completion are being offered. Earn 1 CE credit. Category: Federal Tax
Sponsored By: Internal Revenue Service - Stakeholder Liaison

Date: February 16, 2017
Time: 8:00 a.m. (Pacific)
Registration: Visit the Internal Revenue Service Webinar Registration website. Questions: Email sl.western@irs.gov

Date: February 16, 2017
Time:
11:00 a.m. (Pacific)
Registration:
Visit the Internal Revenue Service Webinar Registration website. Questions: Email sl.western@irs.gov

Upstate/Downstate NY Practitioner Liaison Meeting (PLM) - (MA, NH, NY)

The agenda has not yet been finalized.

Practitioners have requested the following topics:

  • In addition to an overview of new Estate and Gift Tax provisions, practitioners wish to know more about:
    • Proposed Regulations to Limit Valuation Discounts for Estate and Gift Tax Purposes
    • New IRS Form 8971 Rules To Report Beneficiary Cost Basis.
  • e-Services Migration to Secure Access
  • Phishing Scam to Capture e-Service Usernames and Passwords
  • New Secure Access Process for Get Transcripts
  • New Online Tool to Assist Taxpayers with Basic Account Information
  • Refund Delays for Taxpayers Claiming the EITC or the Additional Child Tax Credit
  • The PATH Act and Changes to the ITIN Program
  • New ITIN Acceptance Agent Program Changes

Registration: Contact: Gita Hecht, Phone: 718-834-3518, Email: Gita.Hecht@irs.gov
Sponsored By: Long Island University, CATE (Center for Accounting and Tax Education

Date: January 12, 2017
Time: 9:00 a.m. (Eastern)


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.

Continuing Education Credit

To receive a certificate of completion, you must:

  • View the live presentation for at least 50 minutes from the start of the program.
  • View the presentation while signed in using the same email address that you used to register (you will not receive credit by watching on someone else’s computer). This will confirm your attendance and generate your certificate of completion.
  • Register individually. Groups can not register with one e-mail address and then receive separate certificates. If certificates are needed, each person must register separately. Certificates of Completion are emailed approximately three weeks after the broadcast.

If you are an enrolled agent, you must register for the webinar with your PTIN. Your PTIN begins with the letter P followed by eight digits. If you don't supply a PTIN, you will receive a certificate; however, your credit will not be reported to the IRS. Other participants will be sent a certificate and may receive credit if the broadcast meets their organization's or state's CE requirements.

Page Last Reviewed or Updated: 09-Jan-2017