The California Society for Enrolled Agents (CSEA) is putting on live EA review courses to be held this July at Incompass Tax in Sacramento. These live review courses will be relevant for beginners and experienced tax preparers alike.
These EA review courses will cover all three parts of the SEE and attendees will be able to choose which parts of the EA exam they wish to know more about. If you prefer a live class atmosphere, we highly recommend attending these live review courses.
You can view prices and register here.
As a reminder, PassKey has its own EA Exam Prep Webinars available at the PassKey Learning Systems website. Our online program also gives you access to customizable study questions if you find yourself struggling with certain areas of tax law, flash cards, and timed practice tests.
PassKey EA Review Study Guides are currently the #1 AND #2 Tax Law Bestsellers on Amazon. Thanks to all our fabulous EA candidates for making it happen! We could not have had this much success in 2016 without our wonderful customers!
After major setbacks and security breaches, the IRS has reinstated the online version of the "Get Transcript" function. The service has been unavailable since May of 2015, after the IRS admitted that over 700,000 taxpayer accounts had been potentially hacked by the service.
The new process forces the user to go through an identification process, which includes a soft credit check and verification of a US phone number.
Taxpayers who cannot get the process to work can still go online and request their IRS transcript by mail.
Starting in February of 2016, the IRS has announced that the Enrolled Retirement Plan Agent program will no longer be offered. Current ERPAs will still be able to keep the title, but the program will no longer be available to newcomers.
The reason for the IRS dropping the program is a decline in people taking the ERPA-SEE test, making the cost no longer worth keeping the program active. Former ERPAs and people who have passed only part of the SEE will not be able to take the test, as the deadline for the final testing window has since passed. People who passed the test during the final window will be able to apply for enrollment for up to one year after passing both parts of the test, and will be required to pass a tax compliance check before they can enroll. Current ERPAs will not be affected by this change and will be able to renew their enrollment as usual.
The benefits of being an ERPA included being able to represent clients regarding Employee Plans Determination Letter program, Employee Plans Compliance Resolution System, and the Employee Plans Master and Prototype and Volume Submitter program. They could also represent clients before the IRS on any forms in the 5500 series and represent before Appeals, Collection, Counsel and other IRS offices for anything related to the above. All current ERPAs will retain these rights as long as they continue to re-enroll.
For more information about the program ending, see the official IRS release on the matter.
Earn one federal CPE hour from the IRS for attending this free online webinar about the Foreign Earned Income Exclusion. Continuing Education Credits Available*:
One hour – category: Federal Tax
Register for the webinar:https://www.webcaster4.com/Webcast/Page/445/15416
You can sign up for free CPE Alerts on our website here:http://www.passkeypublications.com/contact.html (we never share your address with anyone)