Education

OCCSEA SEPTEMBER DINNER MEETING
Tuesday September 17, 2019

Frivolous Tax Arguments

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On-line payment is credit card only.
Payment via mail-in form is check only.

CPE CA: 2

Time: 5:30 pm – 8:20 pm

Speaker: Geri Bowman, CPA, EA, USTCP
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806
$50 Mem/$60 NonMem through 7/12/19
$55 Mem/$65 NonMem at the door

A LINK TO DOWNLOAD ANY AVAILABLE COURSE MATERIALS IS INCLUDED IN YOUR REGISTRATION CONFIRMATION EMAIL. NOT ALL COURSES PROVIDE MATERIALS.
If you do not receive a confirmation email please contact David Hilliard, dmhilliard@gmail.com

L.G. Brooks will explain why Frivolous Tax Arguments (FTA) is a challenge and the “do and don’ts” of using this method. By the end of the evening, we hope you will gain a solid understanding of FTAs and what clients to avoid. LG will use relevant real-life scenarios to make this important topic clear and understandable.

LG Brooks EA

L.G. Brooks, EA

LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs and EAs which is headquartered in Buffalo, New York. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax-Court Litigation Support Services. LG continues to provide tax presentations for numerous tax and accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI). He is currently a faculty member of the National Tax Practice Institute (NTPI).

 

 

OCCSEA SEMINAR
Tuesday September 17, 2019

Advanced Schedule C Audits
and Audit Mistakes

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MAIL-IN SIGN UP

On-line payment is credit card only.
Payment via mail-in form is check only.

CPE Fed: 4 Time:
11:00 am – 4:00 pm
Speaker: L.G. Brooks, EA
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806

Cost: $99 Mem/$129 NonMem
$129 Mem/$150 NonMem At Door

A LINK TO DOWNLOAD ANY AVAILABLE COURSE MATERIALS IS INCLUDED IN YOUR REGISTRATION CONFIRMATION EMAIL. NOT ALL COURSES PROVIDE MATERIALS.
If you do not receive a confirmation email please contact David Hilliard, dmhilliard@gmail.com

This presentation will explain, identify & demonstrate the techniques utilized by the IRS Examination Division specifically related to “Schedule C’ Audits. Practitioner defense and representation procedures will be demonstrated & discussed. Additionally, visual & functional worksheets will be utilized to enhance the presentation objectives. Practitioner demeanor and ethical positions will be a significant part of this presentation.

LG Brooks EA

L.G. Brooks, EA

LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs and EAs which is headquartered in Buffalo, New York. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax-Court Litigation Support Services. LG continues to provide tax presentations for numerous tax and accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI). He is currently a faculty member of the National Tax Practice Institute (NTPI).