The National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often challenging maze of IRS codes, internal regulations, and agency structure. Please note that this program is open only to enrolled agents, CPAs, and tax attorneys. Those who complete Levels 1, 2, and 3 earn the distinction of NTPI Fellow®, a designation held by the nation’s top tax practitioners.
Overview of Representation
Introduction to Collections
Transcripts and CSED Extenders
Introduction to Examination
Tax Research and Resources
Non-Filers
Innocent Spouse
Communicating with IRS
Introduction to Appeals
IRS Notices
Introduction to Criminal Investigations
Ethics for the Tax Practitioner
Preparing for an Audit
Form 1040 Audits
Representation Terminology
FOIA
Enforced Collections
Collection 433 A-F
Collection Representation
SFR and Audit Reconsideration
Collection Appeals
Ethics
Examination Appeals
Preparing Form 656 and 433-A OIC
Advanced Criminal Tax Issues
Advanced Trust Fund Recovery
Advanced Examinations
Representation Ethics
Statute of Limitations
Bankruptcy
Advanced Appeals
Correcting Bad Actions of Clients
From beginning to end, this program offers attendees practical solutions to some of the most complex tax preparation cases. You will be taught by well-known instructors with years of experience willing to share their knowledge to make you a better tax practitioner. Many of the topics are intermediate to advanced so come ready to dive deep and rise to the top with fresh information that you can use immediately to assist your clients. This track is open to all tax preparers.
This advanced program features content that changes every year, so you will never hear the same information twice—allowing you to return year after year. These sessions are taught by nationally recognized speakers that will engage participants in high-level discussions on advanced and timely topics. The Graduate Level in Representation track encourages networking and relationship-building that fosters a community of support and idea exchange.
