Speaker: Heather Posey, EA, NTPI Fellow
CE: 1 IRS/CTEC
Price: $30 for Members | $60 for Nonmembers

Mark your calendars for our upcoming webinar, Tax Rep Fundamentals: Intro to Representation, happening on May 22nd, 2025 at 2pm ET. Tax preparation and representation often go hand-in-hand—when a return is selected for audit, a return shows a significant balance due, or other tax issues arise, who better to assist than a client’s trusted tax advisor? For those practitioners hoping to provide full-service tax assistance, this primer course will provide a high-level overview of tax controversy representation and mark the beginning of your representation journey.
forward to seeing you there!

Learning Objectives:

• Review the IRS structure and Taxpayer Roadmap, learning which divisions undertake each function of tax administration
• Discuss what happens after a return is filed, reviewing the various types of tax controversies that may arise and how they can be resolved
• Understand what it means to represent a client before the IRS or state revenue agencies
• Learn what types of tax practitioners are allowed to represent clients, and in which capacities
• Identify when an engagement moves from tax preparation or planning to representation
• Explain the Taxpayer Bill of Rights and how representatives ensure those rights are protected

This webinar is part of a series designed to introduce you to representation. If you are interested in specializing in representation, this is a great place to start and then advance into the National Tax Practice Institute® (NTPI) program. Learn more about the National Tax Practice Institute® (NTPI) and what becoming an NTPI Fellow means! 

Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with NAEA! 

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