There’s a Lid for Every Pot—What Every Tax Pro Should Know About ‘Simple’ Returns
This course explores some of the statutory and regulatory return preparation requirements to which a tax professional is subjected without respect to the perceived skill level necessary to complete a return. In addition, the course frames alternatives available to taxpayers with simpler returns (various free/low-cost tax return preparation options). Finally, it explores hazards to which supposedly simple returns expose a tax professional and reminds tax professionals of the value that even “simple” return preparation provides clients.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00719-25
Robert Kerr
,
EA
Robert “Bob” Kerr brings extensive experience across the public sector, trade associations, and private sector in tax administration, tax policy, and public policy. During over a decade at the Internal Revenue Service (IRS), he held key positions in both Washington, DC headquarters and the Chicago district office. While working in the Service’s artificial intelligence labs, Bob led two nationwide electronic filing pilot programs, coordinating across multiple functional areas. He also served on the U.S. Senate Finance Committee, assisting Senator Grassley with IRS oversight on issues ranging from private debt collection to relocation expenses.
Bob’s experience with the National Association of Enrolled Agents (NAEA) and H&R Block provides him with a deep perspective on the needs of tax professionals. He served as NAEA’s chief advocate for more than a decade, acted as primary spokesperson to tax and general media, founded its political action committee, and later served as head of office, championing the profession at every level.
Recommended Webinars
There’s a Lid for Every Pot—What Every Tax Pro Should Know About ‘Simple’ Returns
1 IRS CE/1 NASBA CPE*
This course explores some of the statutory and regulatory return preparation requirements to which a tax professional is subjected without respect to the perceived skill level necessary to complete a return. In addition, the course frames alternatives available to taxpayers with simpler returns (various free/low-cost tax return preparation options). Finally, it explores hazards to which supposedly simple returns expose a tax professional and reminds tax professionals of the value that even “simple” return preparation provides clients.
Freedom of Information Act Secrets: Get the IRS to Open Up
1 IRS CE offered On-demand
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
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Only available for TPP unlimited CE subscribers. "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 CTEC CE/2 NASBA CPE*
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Intro to IRS CollectionsStatutes of Limitations: ASED/RSED/CSED
2 IRS CE/2 CTEC CE/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 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber"*Self-Study recording not available for NASBA CPE credit.
Financial Analysis - 2025Schedule C: What to Expect
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"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
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Any money services transaction business--such as a check cashing business--has to have a strong anti-money laundering (AML) program. The IRS's SB/SE division audits these businesses every couple of years. This course will review the basics of a strong AML program and what to do when the IRS letter comes.
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3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual or LIVE In-Person attendance. 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.
The Federal Rules of Evidence in Tax Cases – Part II
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