Military Tax Provision and IRS Audits
Orange County - South Chapter In-Person Meeting

Date/Time:

Friday, July 19, 2024
5:00 PM to 7:00 PM

Location:

Antonucci’s Italian Cucina
24190 Alicia Pkwy
Mission Viejo CA 92691
FREE Parking

Topic: 

Federal Military Tax Provisions- Introduction to Military Terms, Combat Zone Exclusion Rule, Exclusions from Gross Income, Adjustments to Income, Forgiveness of Liability, and Extensions of Deadlines. California State Military Tax Provisions- Filing Requirements, Extensions, Military Spouses Residency Relief Act, and FTB AuditsFederal audit representation: POAs, Circular 230 considerations, working with TCOs and RAs, managerial conferences, extending the assessment statute, penalties, 30-day letters, 90-day letters, requesting appeals, and considerations for Tax Court.

Presenter:

Jerrie Muir, EA
Jerrie Muir is an Enrolled Agent who previously worked for the Internal Revenue Service as a Tax Auditor, Internal Revenue Agent, and Stakeholder Relationship Tax Consultant. Jerrie has taught income tax, QuickBooks, and accounting classes at a number of Southern California community colleges. He has served in the U.S. Marine Corps and U.S. Army, and is a U.S. Army War College graduate. Jerrie has over 25 years of teaching and tax preparation experience in the U.S., and overseas at military installation and U.S. Embassies. His focus is tax preparation for the self-employed taxpayer. Jerrie also has experience with preparation of individual tax returns with the Foreign Earned Income Exclusion, Foreign Tax Credit, and military related tax provisions.Jerrie can help you meet your federal and state tax obligations, file any required tax returns, and if needed, audit representation before the Internal Revenue Service and Franchise Tax Board

CPE Information:

1 Federal Law hour(s) (Topics covering existing tax law)
1 California hour(s) (Topics covering California law issues)

IRS: 18QC1-T-01993-24-I
CTEC: 1000-CE-5443

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost if registered by July 18, 2024
Member Registration Fee: $50
Non-Member Registration Fee: $80

Cost if registered after July 18, 2024
Member Registration Fee: $60
Non-Member Registration Fee: $90

Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.