Cod In The Real World San Diego Chapter Of Enrolled Agents printable pdf download

COD in the Real World Revisited

1-Day Hands-On Workshop on October 29, 2013

IRS Program WZA09-T-00612-13-I CTEC Program 1001-CE-0370

Presenter: Lisa Ihm, EA

You have had a couple of Tax Seasons dealing with COD Forms 1099-C but maybe are feeling just a

little panic at the new aggressiveness of IRS in matters relating to COD and Form 1040 Line 21? You

took this Class last year but think that while you’ve got some understanding, you’re possibly missing

pieces of the puzzle? Correspondence Audits are increasing and CP 2000’s are ignoring Form 982 on a

return when there is no Line 21 income. Get hands-on training before facing IRS or your clients.

“Hands on” session featuring case studies in a workshop format. Attendees are encouraged to bring their

Laptops with their favorite tax software pre-loaded. They will receive problems to solve just like they will

in their offices this coming tax season. IRS Correspondence Audits are increasing and more often than not

CP 2000’s are ignoring the presence of a Form 982 on a return when there is no Form 1040 Line 21 Income

(which IRS’ AUR Unit interprets to mean a Form 1099-C has been omitted).

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Interview worksheet to gather needed information from client

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Learn where to get the numbers your client can’t provide

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Understand why the info on the 1099s is not the info that goes on the return

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Learn how to determine whether a loan has been discharged

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Complete returns start to finish to experience how numbers flow onto forms

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Checklist to verify all required steps have been completed

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Learn to advise Clients when they ask, “Should I do a short sale, declare bankruptcy, or foreclose?”

Location: National University, 9388 Lightwave Ave., San Diego, CA 92123

Registration/Check-In: 8:00 AM Seminar: 8:30 AM – 4:30 PM CPE (8 Fed Tax Law Topics)

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Discount for repeat attendees - $20 off if you’ve taken one of SD Chapter’s 6 or 8-hour COD seminars by

Lisa. Date attended prior 6 or 8-hour seminar _________________ Location ______________________

CLASS SIZE LIMITED TO FIRST 40 PAID REGISTRANTS!

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Early Bird Registration $135 (thru 9/15/2013)

Prior attendee (above) Early Registration Fee $115

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Regular Registration $160 (after 9/15/2013)

Prior attendee (above) Registration Fee $140

No refunds available; for Reasonable Cause a Credit applicable to other classes may be granted

Your Name ________________________________________ Phone ______________________

Address ________________________________ E-mail __________________________________

City ______________________________ State ____ Zip code ____________

PTIN ____________ (REQUIRED)

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CPA

Attorney

CTEC

CFP License # _______________ (REQUIRED)

Check # _________________

Make checks payable to “CSEA-SD”

Credit Card: MC/Visa Name on Card _____________________________Card #______________________

Exp. Date ____/______ Security Code _______ Signature: ________________________________________

Mail registration & check for fee to: CSEA-SD, 2065 Arnold Way, Ste 103, Alpine, CA 91901-3850,

For additional info contact: Tanya (800) 642-1040, FAX (619) 445-1421

Cod In The Real World San Diego Chapter Of Enrolled Agents

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