CSEA Education Foundation

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "CSEA Education Foundation"

Transcription

1 CSEA Education Foundation Your career as an Enrolled Agent

2 Jean Nelsen, EA CSEA Education Foundation

3 POP QUIZ What does EA stand for?

4 Today we are going to talk about What s an Enrolled Agent? What is the licensing process to become an Enrolled Agent? How does becoming an Enrolled Agent help you in your career goals?

5 What is an Enrolled Agent? Enrolled Agents (EAs) are tax practitioners with technical expertise in taxation and are fully authorized to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS) including audits, collections and appeals. Enrolled Agents can be self employed or work for small or large firms.

6 What License allows you to represent taxpayers before the IRS? Enrolled Agent Federal Licensed by the United States Treasury Certified Public Accountant Licensed by a state Attorney Licensed by a state

7 How do Enrolled Agents differ from other licensed taxpayer representatives? Enrolled Agents are the only taxpayer representatives who receive their license from the United States Treasury. CPAs and Attorneys are licensed by each individual state.

8 How will the EA license benefit me? It is a profession with: Job security Everyone pays taxes and the tax laws are complicated. Widely useful knowledge Many companies prepare their financials on tax basis accounting and accounting firms expect you to know the tax consequences of accounting decisions. Structure Adherence to tax law ensures accurate results. Meaningful work Professionals who are proficient in tax law are held in high regard.

9 How many Enrolled Agents are there? There are approximately 40,000 Enrolled Agents in the United States There are also Enrolled Agents living and working in foreign countries

10 How do I become an Enrolled Agent Pass the IRS Special Enrollment Exam (SEE) -OR- Be an employee of the IRS for 5 years regularly interpreting the provisions of the IRS Code and Regulations

11 What is the SEE exam? Comprehensive three-part tax exam which covers taxation issues for: Individuals Businesses Corporations, partnerships, estates and trusts Representation, Practices and Procedures (including Ethics)

12 How comprehensive is the SEE exam? You are allowed 3.5 hours to complete each of the three parts Each part contains 100 multiple choice questions Parts can be taken in any order Passed parts of the exam remain active for 2 years

13 POP QUIZ What is the historic pass rate for the SEE exam? A. 60% B. 90% C. 42% D. 70%

14 POP QUIZ What is the historic pass rate for the SEE exam? A. 60% B. 90% C. 42% D. 70% Correct

15 How can I prepare to take the SEE exam? Self study Facilitator-led correspondence courses Intensive review course Specialized SEE prep courses offered through some community colleges and CSEA chapters Any combination of the above

16 I am planning on taking a CPA exam prep course, can I use this material to study for the SEE exam? Much of the study material for the regulation (REG) section of the CPA exam will help you pass the SEE exam however, you should supplement this with some dedicated SEE study material Many companies that offer CPA review courses also offer SEE prep courses

17 Are there scholarships available for the SEE prep courses? CSEA Education Foundation offers scholarships for SEE prep courses as well as other tax courses Most of these scholarships will cover 100% of the cost of the SEE prep course

18 Are there any other requirements to be an Enrolled Agent? In addition to the application fee payment, the Treasury Department will conduct a background investigation based on detailed information you must provide after you pass the exam. The investigation will include an examination (not an audit) of your tax returns for the past 3 years. A college degree is not a requirement to become an Enrolled Agent, making Enrolled Agent an ideal part time career choice for students in the accounting and taxation field.

19 POP QUIZ Who is the largest taxpayer in the United States? A. Microsoft B. ExxonMobil C. Berkshire Hathaway D. Apple E. Chevron

20 POP QUIZ Who is the largest taxpayer in the United States? A. Microsoft B. ExxonMobil C. Berkshire Hathaway D. Apple Correct $6 Billion (2012) E. Chevron

21 Can I get a part time job as an EA or potential EA while I am still a student? Temporary agencies, especially those that specialize in accounting and taxation, allow students to work flexible schedules and gain experience in tax preparation while they are preparing for the SEE exam. Employees who have a license, such as an Enrolled Agent, command higher salaries even while working in temporary positions

22 What other employment opportunities are there for an Enrolled Agent? Enrolled Agents are needed in: Small and large public accounting firms Law firms State departments of revenue Investment firms Banks Private practice

23 POP QUIZ Who prepares U.S. President Obama s tax return? A. Daniel Werfel B. Michael Solheim C. Deloitte LLP D. Michelle Obama E. None of the above

24 POP QUIZ Who prepares U.S. President Obama s tax return? A. Daniel Werfel B. Michael Solheim Correct C. Deloitte LLP D. Michelle Obama E. None of the above

25 I have thought about going into private practice. Is that really a possibility? There are several ways to go into private practice; they include: Building a practice from the ground up using marketing and referrals Purchasing a tax franchise Purchasing a portion or all of an existing tax practice

26 How do I find a reputable tax practice to purchase and how much will it cost? Contact a company that specializes in the sale of retiring or downsizing tax and accounting practices Because each firm is different, each sale will be different. Expect times the annual gross of the existing firm to be a good opening negotiable amount.

27 Is there financing available to assist in the purchase of an existing practice? Financing is available from: Small Business Administration Local banks & credit unions Private equity groups Seller financed Most purchases will require a 15% - 20% down payment

28 POP QUIZ What % of all jobs in the United States are provided by small businesses? A. 20% B. 33.3% C. 55% D. 1%

29 POP QUIZ What % of all jobs in the United States are provided by small businesses? A. 20% B. 33.3% C. 55% Correct D. 1%

30 Let me show you some pictures of my tax practice which has been in business at the same location for more than fifteen years

31

Benefits of Becoming an Enrolled Agent: What is an Enrolled Agent (EA)?

Benefits of Becoming an Enrolled Agent: What is an Enrolled Agent (EA)? Benefits of Becoming an Enrolled Agent: What is an Enrolled Agent (EA)? An enrolled agent is a person who has earned the privilege of practicing, that is, representing taxpayers before any office of the

More information

How to Select a Tax Accountant

How to Select a Tax Accountant Accountant s Accelerator How to Select a Tax Accountant Small Business Guide Selecting a tax preparer for you or your business can be a daunting task. There are many choices, ranging from hiring a highly

More information

The CCH IRS Representation Certification Program. The complete road map to IRS representation success IRS

The CCH IRS Representation Certification Program. The complete road map to IRS representation success IRS The CCH IRS Representation Certification Program The complete road map to IRS representation success Increase your earnings with a premium service Expand your practice (and your reputation) with a niche

More information

The CCH IRS Representation Certification Program. The complete road map to IRS representation success IRS

The CCH IRS Representation Certification Program. The complete road map to IRS representation success IRS The CCH IRS Representation Certification Program The complete road map to IRS representation success Increase your earnings with a premium service Earn CPE Expand your practice (and your reputation) with

More information

Sure and Secure IRS Resolution Services

Sure and Secure IRS Resolution Services Sure and Secure IRS Resolution Services Enrolled Agent - Representation What is an Enrolled Agent? An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field

More information

PART 3 REPRESENTATION, PRACTICE, AND PROCEDURES

PART 3 REPRESENTATION, PRACTICE, AND PROCEDURES PART 3 REPRESENTATION, PRACTICE, AND PROCEDURES Section 1: Practices and Procedures Part 1 Requirements for Enrolled Agents What Constitutes Practice Before the IRS Circular 230 prescribes rules governing

More information

To Be (an Entity) or Not to Be. Selma Goldstein, EA

To Be (an Entity) or Not to Be. Selma Goldstein, EA To Be (an Entity) or Not to Be Selma Goldstein, EA Outline Background What is a business entity? Why does form matter? Major features of each entity Pros and cons Rule-of-thumb guidelines to choosing an

More information

Firm Brochure Supplement (Part 2B of Form ADV) March 9, 2015

Firm Brochure Supplement (Part 2B of Form ADV) March 9, 2015 NORTHEAST INVESTMENT MANAGEMENT, INC. INVESTMENT ADVISORS AND TRUSTEES 100 High Street, Suite 1000 Boston, Massachusetts 02110-2301 (617) 523-3588 Phone (617) 523-5412 Facsimile www.northeastinvest.com

More information

The CCH IRS Representation Certification Program. The complete road map to IRS representation success IRS

The CCH IRS Representation Certification Program. The complete road map to IRS representation success IRS The CCH IRS Representation Certification Program The complete road map to IRS representation success Increase your earnings with a premium service Earn CPE Expand your practice and your reputation with

More information

AGENDA Annual Filing Season Program (AFSP) Overview Annual Federal Tax Refresher Course (AFTR) Overview Maryland Registration Requirements and

AGENDA Annual Filing Season Program (AFSP) Overview Annual Federal Tax Refresher Course (AFTR) Overview Maryland Registration Requirements and MRSTAX ENTERPRISE AGENDA Annual Filing Season Program (AFSP) Overview Annual Federal Tax Refresher Course (AFTR) Overview Maryland Registration Requirements and Examination Overview AFSP Voluntary Continuing

More information

Annual Goals for Accounting and Business Law

Annual Goals for Accounting and Business Law Annual Goals for Accounting and Business Law 2010-2011 Academic Quality Initiative Continue to update course content so that the curriculum is current and relevant. Develop and implement plan to facilitate

More information

This revenue procedure provides guidance regarding a new, voluntary Annual

This revenue procedure provides guidance regarding a new, voluntary Annual ANNUAL FILING SEASON PROGRAM Rev. Proc. 2014-42 SECTION 1. PURPOSE This revenue procedure provides guidance regarding a new, voluntary Annual Filing Season Program designed to encourage tax return preparers

More information

The CCH IRS Representation Certification Program. The complete road map to IRS representation success

The CCH IRS Representation Certification Program. The complete road map to IRS representation success The CCH IRS Representation Certification Program The complete road map to IRS representation success Increase your earnings with a premium service Earn CPE Expand your practice and your reputation with

More information

How to Choose a Tax Preparer

How to Choose a Tax Preparer How to Choose a Tax Preparer You must file a file a Federal income tax return on or before April 15, 2008 if your income is above a certain level. The amount varies depending on filing status, age and

More information

KAKIMOTO AND CO., LLP

KAKIMOTO AND CO., LLP May 1998 KAKIMOTO AND CO., LLP CERTIFIED PUBLIC ACCOUNTANTS 1515 W. 190TH STREET, SUITE 400 GARDENA, CA 90248-4328 TEL (310) 715-9100 FAX (310) 715-9830 http://www.kakimoto.com To All of Our Valued Clients

More information

National Conference of CPA Practitioners 50 Jericho Turnpike, Suite 106 (888) 488-5400 Jericho, NY 11753 (516) 333-8282

National Conference of CPA Practitioners 50 Jericho Turnpike, Suite 106 (888) 488-5400 Jericho, NY 11753 (516) 333-8282 National Conference of CPA Practitioners 50 Jericho Turnpike, Suite 106 (888) 488-5400 Jericho, NY 11753 (516) 333-8282 http://www.nccpap.org (516) 333-4099(fax) Opening Comments Blowing the Cover on the

More information

Ethics and Professional Conduct for New York CPAs Tax Ethics. Course #4550J Exam Packet

Ethics and Professional Conduct for New York CPAs Tax Ethics. Course #4550J Exam Packet Ethics and Professional Conduct for New York CPAs Tax Ethics Course #4550J Exam Packet ETHICS AND PROFESSIONAL CONDUCT FOR NEW YORK CPAs TAX ETHICS (COURSE #4550J) COURSE DESCRIPTION This course covers

More information

Circular 230. Best Practices. Do The Right Thing For Your Clients And For You! Circular 230

Circular 230. Best Practices. Do The Right Thing For Your Clients And For You! Circular 230 Best Practices Do The Right Thing For Your Clients And For You! Office of Professional Responsibility www.prometric.com/irs Enforcement of Special Enrollment Examination for Enrolled Agents - Same Day

More information

Early in 2008, Matthew Li was facing a dilemma. operations

Early in 2008, Matthew Li was facing a dilemma. operations SMPs Combined Accounting firms are teaming up with business service companies to broaden their offerings. George W. Russell looks at how some partnerships evolved and what they offer the Institute s small-

More information

CAREERS IN ACCOUNTING

CAREERS IN ACCOUNTING Industry in a nutshell Accounting is the source of complete, well- documented and structured financial information needed for management decisions to ensure the effective management of a business. It is

More information

CalCPA Committee on Taxation Cumulative Major Issues Submitted to IRS with IRS Summary Comments or Resolution Referrals Noted

CalCPA Committee on Taxation Cumulative Major Issues Submitted to IRS with IRS Summary Comments or Resolution Referrals Noted CalCPA Committee on Taxation Cumulative Major Issues Submitted to IRS with IRS Summary Comments or Resolution Referrals Noted Deducting Real Estate Taxes: Larry Levine The instructions for Form 1040 Schedule

More information

COLLEGE LOANS - 2014 Facts About College Loans. By Gary E. Carpenter, CPA, CCA Copyright 2014

COLLEGE LOANS - 2014 Facts About College Loans. By Gary E. Carpenter, CPA, CCA Copyright 2014 COLLEGE LOANS - 2014 Facts About College Loans By Gary E. Carpenter, CPA, CCA Copyright 2014 Gary E. Carpenter, CPA Biography Gary Carpenter is a Certified Public Accountant (CPA) and a Certified College

More information

Entry-level positions

Entry-level positions W&M Accounting Industry Roadmap This guide is meant to provide an overview of entry-level career paths with the accounting industry. Do you want to work for a Big Four accounting firm? Or would you rather

More information

IRS AUDIT ASSISTOR SURVEY

IRS AUDIT ASSISTOR SURVEY IRS AUDIT ASSISTOR SURVEY Welcome to the IRS Audit Assistor Survey. The IRS is interested in understanding your needs and preferences for getting assistance if you were to be audited by the IRS. Thank

More information

2010-2011 Annual Report. June, 2011

2010-2011 Annual Report. June, 2011 2010-2011 Annual Report June, 2011 Executive Summary The School of Accounting enjoys a reputation for excellence in teaching and our graduates are in high demand. Employment opportunities for accounting

More information

#15. Certified for Success. CPA... Imagine the possibilities!

#15. Certified for Success. CPA... Imagine the possibilities! #5 T H E L A N G U A G E O F B U S I N E S S Certified for Success CPA... Imagine the possibilities! Intro Learning Activity Learning Objectives. Understand the three basic requirements for becoming a

More information

What a CPA Needs to Know About PTIN Regulations Frequently Asked Questions

What a CPA Needs to Know About PTIN Regulations Frequently Asked Questions What a CPA Needs to Know About PTIN Regulations Frequently Asked Questions The AICPA provides answers to several frequently asked questions (FAQs) CPAs commonly raise about the IRS Preparer Tax Identification

More information

UPL ADVISORY OPINION. UPL 05-01 (April 2005) Tax Payer Representative s Requests

UPL ADVISORY OPINION. UPL 05-01 (April 2005) Tax Payer Representative s Requests UPL ADVISORY OPINION UPL 05-01 (April 2005) Tax Payer Representative s Requests This is an Advisory Opinion regarding Rule 31 of the Rules of Supreme Court of Arizona regarding whether an attorney practicing

More information

Get. Get. Career Ready.

Get. Get. Career Ready. Get CPA READY. Get Career Ready. The Fox Master of Accountancy If you aspire to become a CPA, the Fox one-year Master of Accountancy (MAcc) program is your bridge to a career in public accounting. We

More information

2014-2015 Annual Report. June, 2015

2014-2015 Annual Report. June, 2015 2014-2015 Annual Report June, 2015 Executive Summary Graduates of the Accounting program continue to have success obtaining employment and on the CPA Exam. Faculty members are active in academic and professional

More information

CPA. Certified Public Accountant. Handbook

CPA. Certified Public Accountant. Handbook CPA Certified Public Accountant Handbook CPA Certified Public Accountant What is a CPA A CPA is a certified public accountant who is licensed by a state board of accountancy. To earn the prestige associated

More information

State and Local Tax Practice

State and Local Tax Practice State and Local Tax Practice BakerHostetler s State and Local Tax team advises clients across the country with respect to complex state and local tax matters, including issues pertaining to income, sales

More information

Delivering U.S. International Tax Advice to U.S. Clients Doing Business Abroad

Delivering U.S. International Tax Advice to U.S. Clients Doing Business Abroad Delivering U.S. International Tax Advice to U.S. Clients Doing Business Abroad OGLE INTERNATIONAL TAX ADVISORS www.ogleintltax.com OUR INTERNATIONAL TAX PRACTICE INCLUDES BOTH CPAS AND ATTORNEYS WITH BIG

More information

STEPS TO BECOME A PROFESSIONAL ACCOUNTANT

STEPS TO BECOME A PROFESSIONAL ACCOUNTANT STEPS TO BECOME A PROFESSIONAL ACCOUNTANT 1 Introduction Why you should be A Professional Accountant It is a good qualification which pays well and it is sought after across the globe The Profession is

More information

Continuing Legal Education for Wisconsin. 48th Annual. CLEW Tax Workshop

Continuing Legal Education for Wisconsin. 48th Annual. CLEW Tax Workshop Continuing Legal Education for Wisconsin 48th Annual CLEW Tax Workshop This popular seminar, held live in four locations, will cover Wisconsin and federal tax updates, estate planning and elder law recent

More information

Selecting a Certified Public Accountant (CPA)

Selecting a Certified Public Accountant (CPA) Selecting a Certified Public Accountant (CPA) WHAT SERVICES DO CPA S OFFER? CPA s act as advisors on a wide range of financial and management matters. Selecting an accountant is a decision that has far-reaching

More information

Appendix A. Specific Learning Objectives by Course

Appendix A. Specific Learning Objectives by Course Appendix A by Course MGMT 0630: Foundations in Ethics: Applications to Business and the CPA Profession Identify the regulatory bodies that regulate the CPA profession. Discuss the Code of Professional

More information

IRS COLLECTION POLICIES AND PROCEDURES: A PRACTITIONER UDATE ON NEW AND OVERLOOKED IRS COLLECTION IDEAS

IRS COLLECTION POLICIES AND PROCEDURES: A PRACTITIONER UDATE ON NEW AND OVERLOOKED IRS COLLECTION IDEAS IRS COLLECTION POLICIES AND PROCEDURES: A PRACTITIONER UDATE ON NEW AND OVERLOOKED IRS COLLECTION IDEAS Note: This article appeared in Connecticut CPA Magazine, A publication of the Connecticut Society

More information

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS TESTIMONY BEFORE THE U.S. HOUSE OF REPRESENTATIVES COMMITTEE ON WAYS AND MEANS SUBCOMMITTEE ON OVERSIGHT HEARING ON THE IMPLEMENTATION OF THE IRS PAID

More information

Third Party Verification Letters

Third Party Verification Letters Third Party Verification Letters Increasingly, CPAs are receiving requests from clients, lenders, loan brokers, health insurance providers, adoption agencies, regulators and various other agencies to confirm

More information

Tax Ethics for California CPAs. Course #4030A Exam Packet

Tax Ethics for California CPAs. Course #4030A Exam Packet Tax Ethics for California CPAs Course #4030A Exam Packet TAX ETHICS FOR CALIFORNIA CPAS (COURSE #4030A) COURSE DESCRIPTION This course is designed to provide the California CPA with the ethical framework

More information

Marketing Software and Web Developer with Clients Nationwide

Marketing Software and Web Developer with Clients Nationwide Marketing Software and Web Developer with Clients Nationwide This web-development, marketing, and software company, founded in 2000, has developed a loyal, long-term client base, who appreciates its excellent

More information

Fundamentals of Selecting the Right Advisor

Fundamentals of Selecting the Right Advisor 5 Fundamentals of Selecting the Right Advisor The The 5 Fundamentals of Selecting the Right Advisor Selecting the right advisor can be a defining step toward achieving your financial goals. A quality advisor

More information

Careers in Accounting

Careers in Accounting Careers in Accounting The field of accounting offers a wide spectrum of job opportunities with very competitive salaries. Accounting is an integral part of all businesses; therefore career opportunities

More information

Annual Goals for Accounting and Business Law

Annual Goals for Accounting and Business Law Annual Goals for Accounting and Business Law 2011-2012 Goal 1: Budget: 0.00 Academic Quality Initiative Continue to update course content so that the curriculum is current and relevant. Implement plan

More information

Need help preparing your taxes?

Need help preparing your taxes? IMPORTANT CONSUMER INFORMATION Need help preparing your taxes? Oregon Board of Tax Practitioners In Oregon, qualified licensed tax professionals offer the services you need. - 1 - Questions and answers

More information

Accountancy. The Master's Degree. Advising. Graduate Learning Objectives. Grading Policy. Degree requirements. Continuing Professional Education

Accountancy. The Master's Degree. Advising. Graduate Learning Objectives. Grading Policy. Degree requirements. Continuing Professional Education University of Illinois Springfield 1 Accountancy Master of Arts Bachelor of Arts (http://catalog.uis.edu/undergraduate-students/cbam/ accountancy/#bachelorstext) Undergraduate Minor (http://catalog.uis.edu/undergraduate-students/

More information

CPA Certification Program. Pursuing Unification of Alberta s Accounting Profession

CPA Certification Program. Pursuing Unification of Alberta s Accounting Profession CPA Certification Program Pursuing Unification of Alberta s Accounting Profession The CPA Certification Program The Institute of Chartered Accountants of Alberta is working toward a fall 2013 launch of

More information

Two 2-Day Programs Available

Two 2-Day Programs Available 2015 Two 2-Day Programs Available CORNELL IN-DEPTH TA SCHOOL CORNELL ANNUAL INCOME TA UPDATE SCHOOL LOCATIONS: In-Depth Schools Annual Update Schools October 28 & 29 Binghamton December 7 & 8 Syracuse

More information

Kevin Savoy, CPA, CISA, CISSP Director of Information Technology Audits Brian Daniels, CISA, GCFA Senior IT Auditor

Kevin Savoy, CPA, CISA, CISSP Director of Information Technology Audits Brian Daniels, CISA, GCFA Senior IT Auditor IT Audit/Security Certifications Kevin Savoy, CPA, CISA, CISSP Director of Information Technology Audits Brian Daniels, CISA, GCFA Senior IT Auditor Certs Anyone? There are many certifications out there

More information

Continuing Education for Accountants and Tax Preparers, Certified financial planners and attorneys in Columbia, South Carolina

Continuing Education for Accountants and Tax Preparers, Certified financial planners and attorneys in Columbia, South Carolina Continuing Education for Accountants and Tax Preparers, Certified financial planners and attorneys in Columbia, South Carolina A t t e n t i o n : Tax Preparers: Meet IRS Testing Requirements and Become

More information

IRS/Tax Practitioners Symposium. 2014 The Illinois CPA Society

IRS/Tax Practitioners Symposium. 2014 The Illinois CPA Society EARLY BIRD DISCOUNT Register by September 30, 2014 2014 The Illinois CPA Society Tuesday, October 21, 2014 Rosemont, IL IRS/Tax Practitioners Symposium Interact with experts, hear the latest updates and

More information

CPA Program. The Practical Experience Guide. Eve Cheng CPA. BHP Billiton

CPA Program. The Practical Experience Guide. Eve Cheng CPA. BHP Billiton CPA Program The Practical Experience Guide Eve Cheng CPA Senior Analyst BHP Billiton Contents Practical experience requirement 3 How to identify if your role is relevant 4 Where do you fit? 6 What skills

More information

Tax Planning and Reporting for a Small Business

Tax Planning and Reporting for a Small Business Table of Contents Welcome... 3 What Do You Know? Tax Planning and Reporting for a Small Business... 4 Pre-Test... 5 Tax Obligation Management... 6 Business Taxes... 6 Federal Income Tax Forms... 7 Discussion

More information

Arthur Lander C.P.A., P.C. A professional corporation

Arthur Lander C.P.A., P.C. A professional corporation GENERAL SERVICES ADMINISTRATION Federal Supply Service Authorized Federal Supply Schedule Price List FINANCIAL AND BUSINESS SOLUTIONS FSC Group 520 Arthur Lander C.P.A., P.C. A professional corporation

More information

Department of Accounting & Finance Academic Year 2014-15 Assessment Report

Department of Accounting & Finance Academic Year 2014-15 Assessment Report Office of the Provost and Vice President for Academic Affairs Department of Accounting & Finance Academic Year 2014-15 Assessment Report MISSION STATEMENT The Department of Accounting and Finance prepares

More information

Ronald M. Oddo CHBC, CFP, AAMS, CDFA, EA, CAS, CTRS, CTC. Curriculum Vitae. Self Employment History. Background and Areas of Specialty

Ronald M. Oddo CHBC, CFP, AAMS, CDFA, EA, CAS, CTRS, CTC. Curriculum Vitae. Self Employment History. Background and Areas of Specialty Ronald M. Oddo CHBC, CFP, AAMS, CDFA, EA, CAS, CTRS, CTC Curriculum Vitae The PM Group-Arizona, Ltd. 8800 East Raintree Drive #170 Scottsdale, AZ 85260 Phone: (480) 990-3510 Fax: (480) 990-3516 Cell: (602)

More information

Brian Mueller, MAcc, EA, CPA

Brian Mueller, MAcc, EA, CPA Brian Mueller, MAcc, EA, CPA Tax Partner - U.S. & International Taxation bmueller@mueller2020.com Summary Brian Mueller, MAcc, EA, CPA - Master's of Accounting (MAcc) - Enrolled Agent (EA) (Federal License)

More information

Tax Planning for Aging Clients

Tax Planning for Aging Clients Tax Planning for Aging Clients Aging in America In 1900, 1 in 25 Americans was a Senior 2005, 1 in 8 2020, 1 in 6 2030, 1 in 5 and will remain there through 2050 Boomer Fact File Choosing a Tax Professional

More information

Overview of Taxes related to Community Colleges

Overview of Taxes related to Community Colleges Overview of Taxes related to Community Colleges Michael J. White, CPA Partner in Charge El Paso Office June 17, 2015 Alamogordo Albuquerque Carlsbad Clovis El Paso Hobbs Lubbock Roswell Presentation topics

More information

Practice before the U.S. Tax Court

Practice before the U.S. Tax Court Practice before the U.S. Tax Court Presented to Southern AZ Chapter of Enrolled Agents in Tucson, AZ June 18, 2013 monthly meeting Overview of Presentation Admission to practice Why take the exam? Costs

More information

Profitable, secure, flexible career.

Profitable, secure, flexible career. Master of Accounting Profitable, secure, flexible career. No business degree? No problem. Fact: Accounting has been ranked the third best career by U.S. News and World Report s 2014 Best Jobs issue. Fact:

More information

#12. A Day in the LIfe. CPA... Imagine the possibilities!

#12. A Day in the LIfe. CPA... Imagine the possibilities! #12 C P A P R O F E S S I O N A L S E R V I C E S A Day in the LIfe CPA... Imagine the possibilities! Intro Learning Activity Learning Objectives 1. Understand the aspects of business that CPAs are engaged

More information

Financial Security by Design

Financial Security by Design Peter James Lingane, EA, CFP Financial Security by Design 852 Acampo Drive Lafayette, CA 94549 925.299.0472 or peter@lingane.com www.lingane.com/tax March 26, 2015 This brochure provides information about

More information

MSEA Annual Mini Workshop Events

MSEA Annual Mini Workshop Events MSEA Annual Mini Workshop Events Business Law for Tax Professionals Topics Speaker Date Before Aug 1 After July 31 Frank Acuña, Attorney August 11, 2012 $60 $75 FBAR/FATCA & Individual International Taxation

More information

Tax Effects on BOLI & Nonqualified Plans in Bank Mergers & Acquisitions

Tax Effects on BOLI & Nonqualified Plans in Bank Mergers & Acquisitions Tax Effects on BOLI & Nonqualified Plans in Bank Mergers & Acquisitions July 2013 Prepared by: Executive Benefits Network 626 East Wisconsin Ave, Suite 1000 Milwaukee, WI 53202 Phone 414.431.3999 Fax 414.431.9689

More information

MASTER OF SCIENCE IN ACCOUNTING

MASTER OF SCIENCE IN ACCOUNTING School of Business MASTER OF SCIENCE IN ACCOUNTING MASTER OF SCIENCE IN ACCOUNTING SUNY Geneseo s Master of Science (M.S.) in Accounting provides the knowledge and skills needed for success in today s

More information

TAX COURSE SELECTION ADVICE (JD LEVEL COURSES)

TAX COURSE SELECTION ADVICE (JD LEVEL COURSES) General Advice TAX COURSE SELECTION ADVICE (JD LEVEL COURSES) 1. What is the value of Federal Income Taxation? Federal Income Taxation is, both conceptually and practically, the foundational course in

More information

Morris Financial Concepts, Inc. Form ADV Part 2B Individual Disclosure Brochure. for. Kyra H. Morris, CFP, EA CEO. Effective: April 7 th, 2016

Morris Financial Concepts, Inc. Form ADV Part 2B Individual Disclosure Brochure. for. Kyra H. Morris, CFP, EA CEO. Effective: April 7 th, 2016 Morris Financial Concepts, Inc. Form ADV Part 2B Individual Disclosure Brochure for Kyra H. Morris, CFP, EA CEO Effective: April 7 th, 2016 This Brochure Supplement provides information about the background

More information

OREGON REGISTRY STEP APPLICATION (STEPS 3 12)

OREGON REGISTRY STEP APPLICATION (STEPS 3 12) OREGON REGISTRY STEP APPLICATION (STEPS 3 12) Pathways to Professional Recognition in Childhood Care and Education Welcome to the Oregon Registry! You provide a vital service to support families with children

More information

HOWCPA FIRMS WORK: THE BUSINESS OF PUBLIC ACCOUNTING. Marc Rosenberg, CPA

HOWCPA FIRMS WORK: THE BUSINESS OF PUBLIC ACCOUNTING. Marc Rosenberg, CPA HOWCPA FIRMS WORK: THE BUSINESS OF PUBLIC ACCOUNTING Marc Rosenberg, CPA MONOGRAPHS BY MARC ROSENBERG CPA Firm Management & Governance CPA Firm Succession Planning: A Perfect Storm How to Bring In New

More information

The IRS Audit Process: Practical Tips for Success

The IRS Audit Process: Practical Tips for Success The IRS Audit Process: Practical Tips for Success Tim Collins, Ryan, LLC Chaz Lavelle, Bingham Greenebaum Doll LLP Dan Kusaila, CPA, Saslow Lufkin & Buggy, LLP Moderator Rob Walling, Pinnacle Actuarial

More information

Working with CPAs As part of your team of professionals that you work with to help you improve your business, a CPA is a valuable resource for you and your business. It is important to know how someone

More information

Federal Income Tax Ethics. 2 Continuing Education units IRS approval Cpefastneasy

Federal Income Tax Ethics. 2 Continuing Education units IRS approval Cpefastneasy Federal Income Tax Ethics 2 Continuing Education units IRS approval Cpefastneasy Ethics All rights reserved. Permission in writing must be obtained from the publisher before any part of this work may be

More information

Choosing the Right Auditor for Your Non Profit Organization

Choosing the Right Auditor for Your Non Profit Organization Choosing the Right Auditor for Your Non Profit Organization Recent legislation in the state of New York requires all voluntary fire districts with budgets exceeding $200,000 to have an annual independent

More information

Tax Practice and Accounting News Practice Articles Tax Notes, July 25, 2005, p. 425 108 Tax Notes 425 (July 25, 2005)

Tax Practice and Accounting News Practice Articles Tax Notes, July 25, 2005, p. 425 108 Tax Notes 425 (July 25, 2005) Surviving Spouse's IRA Rollover Fails; Relief Granted Posthumously By Michael J. Jones Tax Practice and Accounting News Practice Articles Tax Notes, July 25, 2005, p. 425 108 Tax Notes 425 (July 25, 2005)

More information

IRS Tax Resolution. Course #5730B/QAS5730B Exam Packet

IRS Tax Resolution. Course #5730B/QAS5730B Exam Packet IRS Tax Resolution Course #5730B/QAS5730B Exam Packet IRS TAX RESOLUTION (COURSE #5730B/QAS5730B) COURSE DESCRIPTION AND INTRODUCTION Tax resolution means providing solutions to businesses and individuals

More information

Accounting and Auditing Careers, Jobs, Training and Employment Information

Accounting and Auditing Careers, Jobs, Training and Employment Information www.careersinghana.com Email : info@careersinghana.com Tel: +233 245649846 Accounting and Auditing Careers, Jobs, Training and Employment Information Accounting Career Overview A bachelor's degree is the

More information

Mary and Jeff Bell Library Texas A&M University Corpus Christi Subject Collection Development Policy Accounting

Mary and Jeff Bell Library Texas A&M University Corpus Christi Subject Collection Development Policy Accounting Mary and Jeff Bell Library Texas A&M University Corpus Christi Subject Collection Development Policy Accounting Subject: Accounting Subject Librarian Liaison: Edward Kownslar Section I: Program Descriptions

More information

SAF Planned Giving Instrument Descriptions and FAQ s

SAF Planned Giving Instrument Descriptions and FAQ s SAF Planned Giving Instrument Descriptions and FAQ s The Society of American Foresters has a number of planned giving instruments available which provide a means for members and their families to financially

More information

Chartered Professional Accountant

Chartered Professional Accountant Chartered Professional Accountant Certification Process Chartered Professional Accountants of Alberta (CPAA) Evaluation Assessment of: Academic credentials Professional standing Practical experience CPAA

More information

2012 Income Tax Overview For Students. March 13, 2013 Stanford University Palo Alto, CA

2012 Income Tax Overview For Students. March 13, 2013 Stanford University Palo Alto, CA 2012 Income Tax Overview For Students March 13, 2013 Stanford University Palo Alto, CA A Mission Society of Enrolled Agents Speaker s Bureau Presentation DOES THE TAX CODE SPEAK TO YOU? IF NOT, LET US.

More information

Tax Practice Ethics & Quality Control

Tax Practice Ethics & Quality Control Tax Practice Ethics & Quality Control Edward K. Zollars Mares Nichols, CPE REGULATION OF CPA S TAX PRACTICE IN MOST STATES State Accountancy Regulations Treasury Department Regulations and Internal Revenue

More information

Tax Law Program. School of LAW. l o y o l a u n i v e r s i t y c h i c a g o

Tax Law Program. School of LAW. l o y o l a u n i v e r s i t y c h i c a g o Nonprofit Org. U.S. Postage Paid Chicago, IL Permit No. 5539 l o y o l a u n i v e r s i t y c h i c a g o School of LAW Philip H. Corboy Law Center 25 East Pearson Street Chicago, Illinois 60611 25 East

More information

FINANCIAL ACCOUNTING. Robert Libby Patricia A. Libby Daniel G. Short. Irwin/McGraw-Hill

FINANCIAL ACCOUNTING. Robert Libby Patricia A. Libby Daniel G. Short. Irwin/McGraw-Hill FINANCIAL ACCOUNTING Robert Libby Patricia A. Libby Daniel G. Short Chapter 1 Financial Statements and Business Decisions The Objectives of Financial Accounting Financial statements are the primary means

More information

Master of ACCOUNTANCY SAM M. WALTON COLLEGE OF BUSINESS AT THE UNIVERSITY OF ARK ANSAS

Master of ACCOUNTANCY SAM M. WALTON COLLEGE OF BUSINESS AT THE UNIVERSITY OF ARK ANSAS Master of ACCOUNTANCY SAM M. WALTON COLLEGE OF BUSINESS AT THE UNIVERSITY OF ARK ANSAS The Master of Accountancy At the Walton College, we connect scholarship with practice and people to organizations.

More information

INSTRUCTIONS FOR COMPLETING APPLICATION FOR CONTINUING EDUCATION SPONSOR AGREEMENT

INSTRUCTIONS FOR COMPLETING APPLICATION FOR CONTINUING EDUCATION SPONSOR AGREEMENT The University of the State of New York THE STATE EDUCATION DEPARTMENT State Board for Public Accountancy 89 Washington Avenue Albany, NY 12234 INSTRUCTIONS FOR COMPLETING APPLICATION FOR CONTINUING EDUCATION

More information

Georgia Society of CPAs College & University Presentation 45 Minutes

Georgia Society of CPAs College & University Presentation 45 Minutes Georgia Society of CPAs College & University Presentation 45 Minutes Suggested visual aids and materials: Copies of the career guide for every student GSCPA student membership application for every student

More information

accounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE

accounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE accounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE Your success is our top priority. How do we measure success? Personal attention Expert services Practical advice These are just

More information

CONTINUING EDUCATION PROGRAM DESCRIPTIONS

CONTINUING EDUCATION PROGRAM DESCRIPTIONS CONTINUING EDUCATION PROGRAM DESCRIPTIONS When applying to become an IRS approved continuing education provider, applicants must ensure that programs submitted contain the following: The program title

More information

ACCOUNTANTS DO MORE THAN COUNT BEANS

ACCOUNTANTS DO MORE THAN COUNT BEANS ACCOUNTANTS DO MORE THAN COUNT BEANS By Gerald G. Kepner, Jr. All Rights Reserved 2012 Gerald G Kepner Jr ACCOUNTANTS DO MORE THAN COUNT BEANS Accountants are a dime a dozen, so choosing the right accountant

More information

Tax Benefits for Parents of Children At Sylvan

Tax Benefits for Parents of Children At Sylvan Tax Benefits for Parents of Children At Sylvan If you have a child with a learning delay or is enrolled in partime tutoring services or a preschool or school age child, you may qualify for valuable tax

More information

CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession

CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession Presented by: Lyle Benson, CPA/PFS, CFP (Moderator) Randy Abeles, CPA Ernest Clark, CPA/PFS Michael Goodman,

More information

THOMAS G. HAVENER The Havener Law Firm LLC, 15511 Russell Road, Chagrin Falls, Ohio 44022 Cell 216.598.7725; tghavener@havenerlaw.

THOMAS G. HAVENER The Havener Law Firm LLC, 15511 Russell Road, Chagrin Falls, Ohio 44022 Cell 216.598.7725; tghavener@havenerlaw. THOMAS G. HAVENER The Havener Law Firm LLC, 15511 Russell Road, Chagrin Falls, Ohio 44022 Cell 216.598.7725; tghavener@havenerlaw.com Legal Experience The Havener Law Firm LLC, Cleveland, OH Member 2008-present

More information

INTERNATIONAL GREER & WALKER, LLP CERTIFIED PUBLIC ACCOUNTANTS

INTERNATIONAL GREER & WALKER, LLP CERTIFIED PUBLIC ACCOUNTANTS INTERNATIONAL GREER & WALKER, LLP CERTIFIED PUBLIC ACCOUNTANTS GREER & WALKER, LLP CERTIFIED PUBLIC ACCOUNTANTS WHO IS GREER & WALKER, LLP? Founded in 1984, Greer & Walker, LLP is the largest Charlotte-based

More information

School of Accounting Florida International University Strategic Plan 2012-2017

School of Accounting Florida International University Strategic Plan 2012-2017 School of Accounting Florida International University Strategic Plan 2012-2017 As Florida International University implements its Worlds Ahead strategic plan, the School of Accounting (SOA) will pursue

More information

ETHICAL STANDARDS FOR TAX PRACTITIONERS

ETHICAL STANDARDS FOR TAX PRACTITIONERS ETHICAL STANDARDS FOR TAX PRACTITIONERS 105 Glenda C. Brock ETHICAL STANDARDS FOR TAX PRACTITIONERS Department of Accounting To be ethical, according to Webster s dictionary, one has to conform to the

More information

Focuses on devising tax strategies and preparing tax returns.

Focuses on devising tax strategies and preparing tax returns. CAREER TRACK SNAPSHOT: ACCOUNTING Accounting is a system by which economic information is identified, recorded, summarized and reported for the use of decision makers. The highest management position for

More information

Bachelor of Applied Finance (Financial Planning) OVERVIEW OF SUBJECT REQUIREMENTS

Bachelor of Applied Finance (Financial Planning) OVERVIEW OF SUBJECT REQUIREMENTS Course Bachelor of Applied Finance (Financial Planning) Course Number HE20521 Location St George OVERVIEW OF SUBJECT REQUIREMENTS Note: This document is intended as a guide only. Enrolling students are

More information

Practice Tips in Audit Representation

Practice Tips in Audit Representation Practice Tips in Audit Representation By Karen Neville Audits are an inevitable and necessary evil of the federal and state tax systems. They can be a fear and panic inducing experience for taxpayers.

More information