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.