
This webinar furnishes a beneficial synopsis regarding Client Representation and handling various associated issues.
This includes a comprehensive overview of the Internal Revenue Service (IRS) structure and divisions, the types of issues that can arise after a return is filed, and the critical role of tax representation in resolving tax controversies.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00893-26
CTEC Course #: 6248-CE-00239

A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
1 IRS CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
NO CE AVAILABLE FOR THIS PROGRAM
A No-Nonsense Guide to Surviving Oregon’s Tax Preparer Licensing Requirements Are you a tax professional who’s never set foot in Oregon—but suddenly being told you need to register there? Welcome to the Beaver State’s latest regulatory surprise! If you touch a tax return that involves an Oregon filing, the state says you must be licensed—no matter where you live or work. This practical, step-by-step program walks you through the process, from understanding the law to acing the licensing exam. No CE credit, no whining—just clear guidance on how to comply and move on with your life.