Income & Asset Reporting: Staying Compliant with Tax Laws
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From: $239.00
Date: July 31st , 2025
Time: 1pmET | 12pm CT | 11am MT | 10am PT
Duration: 270 minutes
Description:
Navigating the complexities of the U.S. tax system can be daunting, but a solid understanding of key tax principles is crucial for both individuals and professionals alike.
This course breaks down essential tax concepts—from calculating taxable income to maximizing deductions and credits—arming you with the knowledge to make smart financial decisions and remain compliant with IRS regulations. How do you accurately determine your tax liability? Which deductions and credits apply to your situation? We’ll answer these questions and more.
Designed as a comprehensive CE course, you’ll explore critical topics including income types, filing statuses, tax brackets, and the distinction between taxable and non-taxable income. You’ll also gain insight into valuable tax credits like the Earned Income Tax Credit (EITC) and the Child Tax Credit. Beyond filing basics, the course covers tax payment strategies such as withholding, estimated payments, and the consequences of non-compliance.
Whether you’re an individual taxpayer, a business owner, or a tax professional, this course equips you with practical tools and confidence to navigate tax season effectively.
Key Topics Include:
IRS Collection Representation
Penalty and Interest Abatement
Audit and Examination Defense
Navigating the Appeals Process
Taxpayer Rights and Advocacy
Learning Objectives
Represent taxpayers in IRS collections and negotiate payment options.
Request penalty abatements based on reasonable cause or IRS errors.
Defend clients during IRS audits and provide required documentation.
Prepare and file appeals for disputed tax assessments.
Protect taxpayer rights throughout collection, audit, and appeals processes.
Credits and Other information:
Recommended CPE credit – 4.5
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Basic
Location: Virtual/Online
Delivery method: Group Internet Based
Attendance Requirement: Yes
Session Duration: 270 minutes
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
About Our Speaker
Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.