Intro to IRS Collections
This basic-level online training session will cover the origin of federal tax liabilities and the basics of the IRS Collections process. We also cover the basics of the major resolution options we have available to us as practitioners to help our clients. This is a 2-hour webinar that will lightly touch on a number of topics relevant to the process of resolving client tax debts. You will leave this session with an understanding of the overall IRS Collections case work process and be better positioned to evaluate client situations for appropriate resolution.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00799-25
CTEC Course #: 6248-CE-00165
Dan Henn
,
CPA, CTR, NTPI Fellow
Dan Henn is a seasoned Tax Professional, Financial Coach, Entreprenuer, and Speaker who is basedin Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years. Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PAOriginally from Land O’ Lakes, FL, Dan’s love of the industry began during college. During his business studies, Dan quickly discovered his knack for numbers. This ultimately paved the path to his present career, where he is infinitely dedicated to helping people (especially new business owners) save money and expand their business. In addition to saving on taxes, Dan strives to protect his valued clients from the IRS so they can sleep better at night. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®.When Dan was a young and budding tax professional, he had the unfortunate incident of seeing a family member go to jail over unfiled and unpaid taxes. At the time, having just graduated 2 years earlier from college, his knowledge and experience left him helpless to assist in the defense. This is why he is an advocate to teach other tax pros how to help people get out of some bad tax situations. Prior to his current ventures, Dan was a Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando and a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP in Melbourne. Furthermore, Dan holds a Bachelor of Science Business Administration and Master’s Degree in Accountancy from the University of South Florida.
Recommended Webinars
Intro to IRS Collections
2 IRS CE/2 CTEC CE/2 NASBA CPE*
This basic-level online training session will cover the origin of federal tax liabilities and the basics of the IRS Collections process. We also cover the basics of the major resolution options we have available to us as practitioners to help our clients. This is a 2-hour webinar that will lightly touch on a number of topics relevant to the process of resolving client tax debts. You will leave this session with an understanding of the overall IRS Collections case work process and be better positioned to evaluate client situations for appropriate resolution.
Stock Options: ISOs, ESPP, NSOs, RSUs, RSAs, and elections
2 IRS CE/2 CTEC/2 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
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2 IRS CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
To Elect or Not to Elect: That is the Entity Classification QuestionIntermediate and Advanced Investments
2 IRS CE/2 CTEC/2 NASBA CPE
As investment strategies become more sophisticated, tax professionals must navigate increasingly complex reporting rules. This webinar explores advanced investment vehicles and their corresponding tax implications, including option contracts (puts and calls), foreign currency trading, exchange-traded funds (ETFs), and emerging assets such as Bitcoin, cryptocurrency, and other digital assets. It examines the critical distinctions between traders and investors, methods for determining basis in diverse asset classes, and the rules for reporting trades, sales, and associated net investment income tax (NIIT). This webinar equips practitioners to address client questions, ensure compliance, and reduce the risk of IRS scrutiny in an evolving investment landscape. "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Intermediate and Advanced InvestmentsI’m Tax-Exempt ... Why Complexity and What’s Form 990?
2 IRS CE/2 CTEC/2 NASBA CPE
Join Michael as he addresses the various concepts and rules surrounding the use of tax-exempt organizations. He will discuss the unique federal income tax rules associated with such organizations, including IRC §501(c)(3. He will also provide a comprehensive review of Form 990 EZ and related schedules. We also highlight the various 990 series filings, employment issues, unrelated business income and how to perfect a charitable contribution from the tax-exempt organization point of view. This program is an opportunity for the participant to expand their understanding of tax-exempt organizations. In closing, Michael will discuss some of the tax planning experiences using tax-exempt organizations. *Self-Study recording not available for NASBA CPE credit.
I’m Tax-Exempt ... Why Complexity and What’s Form 990?Small Business Retirement Plans
2 IRS CE/2 CTEC/2 NASBA CPE
This program provides an in-depth overview of retirement plan options available to small business owners, including IRA-based plans (Traditional, Roth, SEP, and SIMPLE), §401(k) plans (Solo, SIMPLE, Safe Harbor, and Traditional), and defined benefit arrangements. It discusses the advantages and limitations of each plan type, funding and contribution rules, catch-up provisions under SECURE 2.0, and the tax benefits to both employers and employees. The program also covers practical steps in establishing, operating, and terminating plans, as well as tax credits (Form 8881) available to qualifying small employers. *Self-Study recording not available for NASBA CPE credit.
Small Business Retirement PlansMeet Form 1-A: The IRS Just Changed the Game
1 IRS CE/1 CTEC/1 NASBA CPE
*Self-Study recording not available for NASBA CPE credit.
Meet Form 1-A: The IRS Just Changed the GameFundamentals of PTET
1 IRS CE/1 CTEC/1 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Fundamentals of PTETSocial Security Fairness Act and IRMAA
2 IRS CE/2 CTEC/2 NASBA CPE
Did you know your client's Adjusted Gross Income can affect how much they pay for Medicare premiums? You will certainly get an earful from your client when they find out their Medicare premiums are going up. Is there anything you can do about it? This is called the Income-Related Monthly Adjustment Amount (IRMAA). We will review how IRMAA is computed and what we can do to help our clients manage their IRMAA amount. We will start with a bonus topic of the Social Security Fairness Act which was passed in January, 2025 which may affect some of your clients who can get retroactive Social Security benefits all the way back to 2024.
Social Security Fairness Act and IRMAANEW YORK PRACTITIONER LIAISON MEETING: OBBB, ONLINE ACCOUNTS, AND ONLINE TAX SCAMS
3 Free NY & NJ CLE, 3 IRS CE/3NASBA CPE Credits
Hybrid Event 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.
NEW YORK PRACTITIONER LIAISON MEETING: OBBB, ONLINE ACCOUNTS, AND ONLINE TAX SCAMS
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