The IRS Investigation--Assisting Taxpayers with Resolution
Orange County Chapter In-Person Meeting

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Date/Time:

Wednesday, October 12, 2022
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
1751 S. Lyons St
Santa Ana, CA 92705

Description:

In this "Detective Themed" presentation, we will learn how to investigate and collect the evidence needed to "execute" the best possible solution to dig your clients out of the hole. This presentation will teach how to complete an IRS Power of Attorney and perform an Investigation with the IRS and available resources. By the end of this course, you will understand when a collection hold is necessary, what SFRs (Substitute Filed Return) and CSEDs (Collection Statute Expiration Date) are and how to use those to your client’s advantage to formulate a tax resolution plan.

Presenter:

Melissa Northrup, E.A.
Melissa “Mel” Northrup is a member of the Orange County Chapter of CSTC and specializes in IRS and State Tax Resolution. She has a degree in accounting, has been preparing taxes since 2004, became an Enrolled Agent in 2012 and has been practicing in her small business located in Chino Hills since 2009. She specializes in back filers, collections and resolution work. Although she enjoys work, Mel’s heart belongs to the animals. She has been volunteering at local no-kill rescues in her community since 2009, taking on multiple responsibilities that include facilitating adoptions of dogs, providing training, fostering both dogs and cats, transportation to vet appointments, airports and even as far as the Mexican border. Melissa has also organized and participated in many fundraisers and mobile adoption events. In 2017, found her niche in bottle feeding young puppies and kittens and nurturing them until adopted.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01736-22-I
CTEC: 1000-CE-5156

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Price IF REGISTERED BY OCTOBER 10, 2022:
Member Price: $40
Staff or Spouse of Member: $50 
Non-Member Price: $70

ONSITE Registration Price:
Member Price: $50
Staff or Spouse of Member: $50 
Non-Member Price: $80

Menu options to be selected at the time of registration. All meals include a nice salad and dessert, iced tea and/or coffee.

Important Registration Information: Pre-registration online only available until OCTOBER 10, 2022 at midnight. If you register after October 10, 2022, you will be required to register at the door. Cash or check ONLY accepted onsite. No credit cards are accepted onsite.   

Click the button below to register!

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.