​​​​​​​​​Kansas Chapter Education

KS NATP IRS Symposium

Representatives from the IRS and Tim Graham, EA will present the following education:

• IRS Strategic Operating Plan Update:
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  The Inflation Reduction Act (IRA) was signed into law in August 2022, giving the IRS a historic opportunity to transform tax administration and services provided to taxpayers and tax professionals. Shortly after IRA's enactment, the Department of the Treasury and the IRS developed a Strategic Operating Plan. The Strategic Operating Plan outlines how IRS will deliver transformational change for taxpayers. In this course, learn the status of IRS transformation efforts, including Taxpayer Services, Compliance, Workforce Building, and information Technology Modernization. Also, find out how IRS Stakeholder Liaison supports the tax professional community through partnering efforts utilizing a staff of local liaisons across the country who help practitioners navigate the IRS. Presented by Margaret Romaniello, Acting Advisor to the Director of Stakeholder Liaison.
• IRS Resources and Updates:
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  This session will include information regarding online accounts - new capabilities (individual, tax pro, business tax account). Resumption of Collection Notices, reminder letters with QR code. changes to typical sequence of automated notices, TDS Authorization Change. Presented by Lisa Novack Senior Stakeholder Liaison.
• IRS Criminal Investigation:
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  What is data analytics and how this is being used to leverage resources to identify strategic threats and individuals committing tax crimes. A brief overview of IRS-CI, a more detailed discussion of the different types of tax crimes we investigate, with some examples of adjudicated tax cases we have investigated. Presented by Aaron Hamor, Acting Supervisory Special Agent with IRS Criminal Investigation Division Jerry Whitten, Special Agent with IRS Criminal Investigation Division.
• IMRS Recently Resolved Issures and Discussion Topics:Filing Season (TAC and Call), DUT, FIRE/IRIS. Tax pro/BTA/Online accts, Form 1099-K:
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  IMRS issues and feedback discussion on recent collector issues and current IRS initiatives, new tools. Discuss filing season (TAC and Phones), FIRE/IRIS systems and changes, Form 1099-K, IRS Document Upload Tool, Direct file pilot discussion Online accounts discussion ( Tax Pro Account, Business Tax Account, Individual Account). Presented by Margaret Romaniello, Acting Advisor to the Director of Stakeholder Liaison Lisa Novack, Senior Stakeholder Liaison Jeffrey Latessa, Senior Stakeholder Liaison.
• Taxpayer Advocate Service:
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  Working with the Taxpayer Advocate Service. Tips for Tax Professionals TAS will also be setting Taxpayer Advocate Problem Resolution appointments. Must Schedule in advance by July 31, 2024. Call 816-499-4061 to schedule an appointment. Presented by Desiree Frierson, Local Taxpayer Advocate.
• Clean Vehicle Credits Updates:
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  In this session we will cover eligibility requirements for the credit for New Clean Vehicles (IRS section 30D), the Credit for previously owned Clean Vehicles (IRC section 25E), and the credit for qualified commercial clean vehicles (IRC section 45W). We will also cover dealer registration requirements for the credits for new and previously owned clean vehicles, and the process that buyers can use to transfer their credits for new and previously owned clean vehicles to sellers at the time of sale. Presented by Jeffrey Latessa, Senior Stakeholder Liaison.
• Ethics:
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  Each year, taxpayers’ actions, or changes in tax law, present tax professionals with ethical dilemmas. To remind tax professionals of their responsibilities, IRS publication Circular 230, Regulations Governing Practice before the Internal Revenue Service, was developed to provide the necessary standards and guidance to assist when challenging ethical situations arise. This course reeinforces the tax professional’s ethical responsibilities by summarizing key points of Circular 230, identifying common tax preparer penalties and reviewing due diligence requirements when preparing Form 8867, Paid Preparer’s Due Diligence Checklist. Presented by Tim Graham, Jr , EA R & J Salina Tax Service, Inc. KS NATP.

Register Now!

Date & Time:

August 16, 2024
Attendee Check-In: 7:30 a.m. CT
Education: 8:00 a.m. - 5:00 p.m.
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Location:

JCCC Regneir Center Room 101
12345 College Blvd
Overland Park, KS 66210
913-469-4423

Fees:

Early registration ends July 31, 2024. Registration includes print materials. Meals are included with registration.

Cancellation Policy:

Cancellations must be submitted to NATP by August 9, 2024, and are subject to a $35 fee.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

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