2024 Tax Summit NTPI - Live Stream
IRS Program #: see individual live events for program #
CTEC #: see individual live events for program #
CTEC #: see individual live events for program #
CE: 24 IRS & 24 CTEC credits
Materials
Course Description
The National Tax Practice Institute (NTPI®) is a three-level program designed to prepare tax professionals for a career in tax representation. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure. Please note that this program is open only to enrolled agents, CPAs, and tax attorneys.Start your NTPI Journey with Level 1 live streamed from the 2024 Tax Summit.
Learning Objectives:
- Review a taxpayer’s IRS transcripts and case data to determine appropriate resolution strategies.
- Get a non-filer into filing compliance.
- Resolve automated underreporter notices, such as Notice CP2000.
- Establish a guaranteed or streamlined installment agreement for a taxpayer.
- Request penalty abatement using First Time Abate procedures.
Schedule
| Date/Time (All in ET) | Class Name | Speaker |
|
July 14th
1:00 - 2:40 PM |
NTPI Level 1: Introduction to Representation (2 CE) |
Bradley Haney |
|
July 14th
3:00 - 4:40 PM |
NTPI Level 1: Transcript Analysis (2 CE) |
Clarice Landreth |
|
July 15th 8:00 - 9:40 AM |
NTPI Level 1: The IRS Examination Process (2 CE) |
Alan Pinck |
|
July 15th
10:10 - 11:50 AM |
NTPI Level 1: Non-Filers and SFR Assessments (2 CE) |
Bradley Haney |
|
July 15th
1:00 - 2:40 PM |
NTPI Level 1: Introduction to Examination (2 CE) |
Alan Pinck |
|
July 15th
3:10 - 5:00 PM |
NTPI Level 1: Ethics (2 CE) |
Geoffrey D. Plourde |
|
July 16th
8:00 - 9:40 AM |
NTPI Level 1: Statute of Limitations (2 CE) |
Alan Pinck |
|
July 16th
10:10 - 11:50AM |
NTPI Level 1: The IRS Collection Process (1 CE) |
Geoffrey D. Plourde |
|
July 16th
1:00 PM - 1:50 PM |
NTPI Level 1: Overview of Collection Alternatives (1 CE) |
Clarice Landreth |
|
July 16th
1:50 - 2:40 PM |
NTPI Level 1: Basic Installment Agreements (2 CE) |
Geoffrey D. Plourde |
|
July 16th
3:20 - 5:00 PM |
NTPI Level 1: Managing Confidential Client Data (2 CE) |
Geoffrey D. Plourde |
|
July 17th
8:00 - 9:40 AM |
NTPI Level 1: Financial Analysis Process (2 CE) |
Alan Pinck |
|
July 17th
10:00 - 11:40 AM |
NTPI Level 1: Capstone Course (Level 1) (2 CE) |
Clarice Landreth & Alan Pinck |
We understand that life and schedule conflicts happen. If you were unable to make it to one of the live sessions, you will be given access to the on demand version about two weeks after the conference.
Presenters
Presenters
Alan Pinck, EA
Alan Pinck is an enrolled agent with 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him at NTPI events, the moderator of Tax Talk Today, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!
Alan Pinck is an enrolled agent with 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him at NTPI events, the moderator of Tax Talk Today, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!
Clarice Landreth, EA
Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee and a current speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.
Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee and a current speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.
Geoffrey Plourde, EA, JD, CPA
Geoff is an enrolled agent, attorney, and certified public accountant who specializes in resolving complex tax issues. He is an active member of the California Society of Enrolled Agents (currently state director and state education committee vice chair) and the National Association of Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution. He has an MST from Golden Gate University, a JD from Southwestern Law School, and an MBA from the University of Southern California.
Geoff is an enrolled agent, attorney, and certified public accountant who specializes in resolving complex tax issues. He is an active member of the California Society of Enrolled Agents (currently state director and state education committee vice chair) and the National Association of Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution. He has an MST from Golden Gate University, a JD from Southwestern Law School, and an MBA from the University of Southern California.
Bradley Haney, EA
Coming soon!
Coming soon!
Continuing Education
This course qualifies for IRS Continuing Education Hours and CTEC Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. If you would like your CE reported to CTEC, email education@naea.org with your CTEC member number.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.