Speakers: Clarice Landreth, EA; Alan Pinck, EA; Geoffrey Plourde, EA, JD, CPA; Heather Posey, EA, Esq.; David Gannaway, MBA, CFE, CVA, CAMS, EA, NTPI;
CE: 24 IRS/CTEC

Mark your calendars for our upcoming Virtual National Tax Practice Institute® (NTPI) Level 1. By the end of NTPI Level 1, a participant will be able to successfully complete the following engagements:

• Review a taxpayer’s IRS transcripts and case data to determine appropriate resolution strategies.
• Get a non-filer into filing compliance.
• Resolve automated underreporter notices, such as Notice CP2000.
• Establish a guaranteed or streamlined installment agreement for a taxpayer.
• Request penalty abatement using First Time Abate procedures.

The schedule is subject to change:

October 27 (11:00 AM – 12:45 PM)

• Topic: Intro to Rep
• Speaker: Heather Posey, EA, Esq.
• Credits: 2 IRS/CTEC

October 27 (1:30 PM – 3:15 PM)

• Topic: Statute of Limitations
• Speaker: David Gannaway, MBA, CFE, CVA, CAMS, EA, NTPI
• Credits: 2 IRS/CTEC

October 27 (4:00 PM – 5:45 PM)

• Topic: IRS Examination Process
• Speaker: Alan Pinck, EA
• Credits: 2 IRS/CTEC

October 28 (11:00 AM – 12:45 PM)

• Topic: IRS Collection Process
• Speaker: Geoffrey Plourde, EA, JD, CPA
• Credits: 2 IRS/CTEC

October 28 (1:30 PM – 3:15 PM)

• Topic: IRS Transcript Analysis
• Speaker: Clarice Landreth, EA
• Credits: 2 IRS/CTEC

October 28 (4:00 PM – 5:45 PM)

• Topic: Nonfilers & SFR Assessment
• Speaker: Heather Posey, EA, Esq.
• Credits: 2 IRS/CTEC

October 29 (11:00 AM – 12:45 PM)

• Topic: Intro to Examination
• Speaker: Alan Pinck, EA
• Credits: 2 IRS/CTEC

October 29 (1:30 PM – 2:30 PM)

• Topic: Overview of Collection Alternatives
• Speaker: Geoffrey Plourde, EA, JD, CPA
• Credits: 1 IRS/CTEC

October 29 (4:00 PM – 5:00 PM)

• Topic: Basic Installment Agreements
• Speaker: Clarice Landreth, EA
• Credits: 1 IRS/CTEC

October 30 (11:00 AM – 12:45 PM)

• Topic: Financial Analysis Process
• Speaker: Geoffrey Plourde, EA, JD, CPA
• Credits: 2 IRS/CTEC

October 30 (1:30 PM – 3:15 PM)

• Topic: Ethics
• Speaker: Alan Pinck, EA
• Credits: 2 IRS/CTEC

October 30 (4:00 PM – 5:45 PM)

• Topic: Managing Confidential Client Data
• Speaker: David Gannaway, MBA, CFE, CVA, CAMS, EA, NTPI
• Credits: 2 IRS/CTEC

October 31 (11:00 AM – 12:45 PM)

• Topic: Capstone
• Speakera: Alan Pinck, EA & Geoffrey Plourde, EA, JD, CPA
• Credits: 2 IRS/CTEC

Learn more about NTPI and what it means to be an NTPI Fellow!

Register