January 20, 2027

Webinar

8 CPE Credits

Webinar (CPA Crossings): Multi Year Failure to File: Getting into Compliance 🗓️

January 20, 2027
Webinar
8 CPE Credits

Webinar (CPA Crossings): Multi Year Failure to File: Getting into Compliance 🗓️

  • Instructor

    Robert
    Nordlander

This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations, and resolution strategies. Participants will learn how to manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations, including situations with missing records and potential criminal exposure. Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Asses the tools for onboarding new clients
  • Analyze Ethical considerations and risk assessment
  • Recall case studies relevant for tax compliance and failure to follow

Major Topics

The major topics that will be covered in this course include:

  • Process-from client onboarding and transcript analysis.
  • Risk assessment, ethical considerations, and resolution strategies.
  • Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.
  • Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance.

CPE Credits Available

8 CPE Credits
8
Taxes

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Tax

Prerequisites

Experience performing tax services for individuals

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Tax preparers and IRS enrolled agents

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 239 239
    Join

  • COCPA Non-Member

    $ 311 311
    Your Price

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