IRS Correspondence
Temecula Valley Dinner Meeting

Date/Time:

Wednesday, July 11, 2018
5:30 p.m.

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Road
Murrieta, CA 92562

Topic:

My Penalty is How Big? A look at the Internal Revenue Penalty Handbook and How to Communicate with the IRS This section will look at handling those pesky notices for your tax clients and looking at what penalties might be abated for you client. We will do this by looking at the IRM chapter 20 and we will finish this session discussing attitude and a template for communicating effectively with the IRS.

Presenter:

Lane V McKeller, EA

Bio:
Lane started preparing taxes in 1989. His very first return included rentals with an NOL. From his very first tax class he recognized this profession was something for which he had a passion. After working with a large nationwide firm for 7 years, he had an opportunity work with a company that created tax software. For 15 years, Lane programmed areas of software that addressed interest, dividends, capital gains, rentals, K-1’s, schedule A, investment interest expenses, credits and state returns. When the programming season slowed, Lane continued to prepare returns. In 2012, Lane opened his own firm in Canyon Lake. Lane earned his Bachelor’s Degree in finance from SDSU in 1981 and has been enrolled to Practice before the IRS since September 1998. Lane has been a member of CSTC since 1997. He is served as President of the Temecula Valley Chapter of CSTC 2014-2015.

 

Registration:

Member: $32
Non-Member: $48

Name and Number for the Person to Contact to Register:

Catherine T Buckingham EA at: 951-907-1779  or  [email protected]

CPE Information:

2 Federal Law Hours
IRS: 18QC1-T-01008-18-I
CTEC: 1000-CE-4384

Knowledge Level:
 Basic

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

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