2024 September NTPI Ask The Expert: Trust Fund Recovery Penalty

Description

2024 September NTPI Ask The Expert: Trust Fund Recovery Penalty
IRS Program #: coming soon
CTEC #: coming soon!
CE: 2 IRS and 2 CTEC credits
Speakers: Clarice Landreth and Geoffrey Plourde

The trust fund recovery penalty (TFRP) assessment process confuses many tax professionals. Expand your knowledge on this process through a case study showing various negotiation strategies.

Learning Objectives:

Explain which two criteria must be established for assessment of the TFRP;
Understand various strategies for negotiations during the trust fund assessment process; and
Expand their knowledge of the TFRP process.

Contributors

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.
Geoff Plourde, JD, EA, 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 was previously Director of Resolution for a national tax resolution company. Before that, he was part of one of the largest tax resolution firms in the United States, where he directly represented businesses and high net worth individuals during his tenure with the firm in tax disputes with the Internal Revenue Service and state taxing authorities.

Description

Contributors

Clarice Landreth, EA

Geoff Plourde, JD, EA, CPA