Miscellaneous

Practice Before the IRS (Updated)

Course Overview
The Internal Revenue Service routinely processes more than 200 million tax returns each year, many of them prepared by tax professionals. Not surprisingly, as tax law becomes increasingly complex, taxpayers often seek the assistance of knowledgeable professionals to represent them with respect to tax and other matters before the IRS. However, the ability to represent a client before the IRS is, with certain exceptions, extremely limited.

This course addresses the nature of practice before the IRS, identifies those permitted to engage in such practice and examines the power of attorney under which a taxpayer authorizes representation before the IRS.



Learning Objectives:

After completing this course, the course participant should be able to:

  • Define "practice before the Internal Revenue Service";
  • Recognize the general scope of permitted enrolled agent practice responsibilities;
  • Identify the extent of practice privileges possessed by individuals permitted to practice before the IRS;
  • Define the nature and function of a tax power of attorney and identify the acts that may be performed for a client under it; and
  • Determine how to withdraw from and revoke an existing tax power of attorney.


  • Prerequisites/Advanced Preparation:

    None

    Speaker / Author:

    Paul J. Winn CLU ChFC

    Education
    B.A. (Philosophy), St. John's University (1961 – 1964) Law School, University of Virginia (1964 – 1965) MBA program Binghamton University (1986-1989)
    CLU (1985)
    ChFC (1987)

    Experience
    Thirty years in the life insurance and investment industry (1965 – 1995). Nineteen years as a financial writer, editor and trainer (1995 – 2014).

    Mutual Life Insurance Company of New York
    Product developer
    Compensation officer
    Agent
    Sales manager

    Security Mutual Life Insurance Company
    General agent
    Marketing vice president
    Agency vice president
    Vice president - strategic planning officer

    Principal Financial Group
    Agency Manager

    Maryland Financial Corporation
    President

    Freelance Writer & Editor
    Published book author.
    Writer & editor of major mutual life insurance company’s agent training university. Creator of more than 200 insurance, securities and tax training courses in online, print and scripted classroom formats.

    Insurance Industry Involvement
    Member, Board of Directors, Baltimore Chapter of CLU & ChFC
    Chairman of Continuing Education, Baltimore Chapter of CLU & ChFC
    Moderator, GAMA Agency Managers Training Course (AMTC) Baltimore
    Member, Board of Directors, Southern Tier (NY) Chapter of CLU & ChFC
    President, Southern Tier (NY) Chapter of CLU & ChFC 1987-1989
    Member/Secretary, Advisory Board to New York State Insurance Department 1985-1989

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    Price (USD)

    Standard: $49.90

    Details

    Course Code : 99WIN13-v2

    Release Date : 09/23/2019
    Expire Date : 09/23/2021
    Credits :
    CPE 2.00
    IRS CE 2.00
    QAS 2.00

    Length : 1hr 40min
    Course Level : Basic
    Course Type : Self-Study
    Passing Grade : 70%
    Format Type : eLearning
    Mobile Compatible
    Field Of Study : Taxes

    Theme : Miscellaneous

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