What If: Fixing Client’s Mistakes

$59.00

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What If: Fixing Client’s Mistakes

On-Demand Webinar — Available now

Price: $59

Presented by:

It happens — clients come in after the fact and say they did something wrong and didn’t tell you about it beforehand. Find ways to help solve the problem and learn new planning techniques. This class will show you how to:

  • Use financial disability to recover mom’s lost refund
  • Invest in a qualified opportunity zone fund this year if your client’s §1031 failed
  • Get penalty forgiveness for failure to take an RMD
  • Fix the mistake of slapping the kids’ names on the parents’ home
  • Structure a parent/child home purchase
  • Handle a fraudulent or incorrect Form 1099
  • Compute community property on an MFS return when spouses aren’t cooperating
CPA 1 Tax
EA 1 Federal Tax
CRTP (CTEC) 1 Federal Tax
Attorney .75 General MCLE/Tax Specialization

Course level: Basic
No advance preparation is required.
Attendees of the 2021 Post-Tax Season Update are not eligible for this course.

Webinar speaker:

Lynn Freer, EA

Lynn “Ms. California Tax” Freer is President of Spidell Publishing, Inc.® She works closely with all state tax agencies and is often consulted for input on policy decisions. She always has the inside information on what’s happening at the state level because she devotes herself full time to analyzing, writing about, and teaching California tax law and procedures. Lynn speaks at Spidell’s annual Federal and California Tax Update Seminars, as well as many other seminars and webinars.

You must have computer speakers to listen to this webinar.

Webinar features:

  • 1 hour of CPE for one attendee
  • Access to recording to watch at your convenience
  • PDFs of reference manual and PowerPoint slides
  • Add CPE for only $20 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.

Learn about Spidell’s webinars.

Prefer to order via phone?

Give us a call at (714) 776-7850 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.

Guarantee of excellence

Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund.

This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.

Spidell Publishing, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 1 hour of continuing education for the California Board of Accountancy. Level: Basic. Field of Study: Taxes. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. There are no prerequisites or advance preparation required.

Spidell Hours

CPA
Tax 1
EA
Fed Tax 1
CRTP
Fed Tax 1
Attorney
General MCLE/Tax Specialization .75

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