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CE credits have been reported to the IRS PTIN office. If your credits do not appear, they may have been rejected. Please log into your Tax Forum Registration and verify that you provided the correct PTIN number and that the last name you provided for your PTIN Last Name field is the last name that you used when your registered for your PTIN. If you find an error in your registration, please send an email to: firstname.lastname@example.org with the correct information and we will resubmit the credits to the PTIN office. CFP and CTEC hours will be reported by October 8th.
Exhibits - Visit dozens of exhibitors displaying a wide selection of products and services that may help enhance your business operations. Exhibit hall hours: 11:00 am to 6:00 pm on Tuesday and 10:00 am to 2:30 pm on Wednesday.
Continuing Education (CE) Credits - Attendance at IRS Nationwide Tax Forum seminars qualifies for continuing education (CE) credits for enrolled agents, certified public accounts and California Tax Education Council (CTEC) participants. You will need to understand and comply with your licensing agency's CE requirements. Attendance for the full 50 minutes of the presentation is required to receive one CE credit.
Certified Financial Planner (CFP) Credits - The IRS is registered with the Certified Financial Planner Board of Standards, Inc. The board has the final authority on the acceptance of individual tax forum courses for continuing education credit for certified financial planners.
Case Resolution Program - You can once again bring your toughest unresolved IRS case (one case per tax business) to the Case Resolution Program. IRS representatives with specialized expertise will be available by appointment only to meet one-on-one with tax professionals. If we can't resolve the case onsite or it needs more research, we'll assign it to the appropriate IRS unit for follow-up. A signed original or copy of your Power of Attorney (Form 2848), authorizing disclosure of confidential tax information, is required and must be presented when scheduling an appointment. Only the practitioner(s) listed on the POA will be allowed in the Case Resolution Room. For an appointment, visit the Case Resolution table on Monday before the Forum begins, from 1:00 pm to 7:00 pm, or go directly to the Case Resolution Room during the three-day event. To expedite scheduling, bring your Form 2848 and a completed Nationwide Tax Forum Case Data Sheet with you. The form is available online. The Case Resolution Program can help you resolve one client's toughest tax case. The program is for client cases only. We cannot assist you with any personal tax case or any case in which you have a vested interest. If you have an issue with a case of this nature, please contact the IRS or the Taxpayer Advocate Service directly.
Annual Federal Tax Refresher Course Schedule -
The Annual Filing Season Program is intended to recognize and encourage unenrolled tax return preparers who voluntarily increase their knowledge and improve their filing season competency through continuing education (CE). Completion of the Annual Federal Tax Refresher course is a necessary step in obtaining an Annual Filing Season Program Record of Completion. This Annual Federal Tax Refresher course covers federal tax law topics in three domains: New Tax Law/Recent Updates; General Review; and Ethics, Practices, and Procedures. The Annual Filing Season Program is a voluntary program. Click here for dates and times.
Disclaimer: Please note that the IRS does not endorse any company or product. All events as well as any published advertisements are solely arranged between the show management and the individual organization and should not be construed as an endorsement from the IRS.
IRS Nationwide Tax Forums Online (NTFO) - Visit the IRS Nationwide Tax Forums Online (NTFO) website. The NTFO site provides courses based on taped seminars from previous IRS Nationwide Tax Forums. NTFO courses may be audited for free or purchased for CE credit (testing included). To visit, go to http://www.irstaxforumsonline.com/.
The IRS Nationwide Tax Forum welcomes the participation of our association partners: the American Bar Association (ABA), the American Institute of Certified Public Accountants (AICPA), the National Association of Enrolled Agents (NAEA), the National Association of Tax Professionals (NATP), the National Society of Accountants (NSA), and the National Society of Tax Professionals (NSTP).