Anita Ward is presenting a one-hour (1 CE Credit) course on January 28, 2025 at 6:00 PM, via Zoom.

This course will equip participants with a comprehensive understanding of IRS notices, their implications, and appropriate responses. By the end of the course, attendees will be able to:

• Identify Common IRS Notices: Recognize various types of IRS notices and understand the situations that typically prompt their issuance.
• Interpret Notice Language: Develop the skills to read and comprehend the specific language and requirements outlined in IRS communications.
• Understand Compliance Obligations: Gain clarity on the taxpayer's obligations upon receiving a notice, including deadlines and required actions.
• Formulate Response Strategies: Learn effective strategies for responding to different types of notices, including how to gather necessary documentation and communicate with the IRS.
• Implement Proactive Measures: Establish best practices for tax planning and compliance to minimize future notices and audits.
• Engage in Practical Exercises: Participate in case studies and scenarios that allow for hands-on practice in interpreting and responding to IRS notices.
• Encourage Ongoing Education: Foster a commitment to staying informed about tax laws and IRS processes to better serve clients or manage personal tax affairs.

By achieving these objectives, participants will be better prepared to navigate the complexities of IRS notices and enhance their overall tax compliance and advocacy skills.

Presenter:

M. Anita Ward is an Enrolled Agent (EA) who has been in the taxpayer representation industry since 2008. She has a degree from the University of New Mexico where she studied political science. Anita has also been awarded the designation of NTPI Fellow after two years of studying. She is a member of the National Association of Enrolled Agents (NAEA) and the Colorado Society of Enrolled Agents (CoSEA).