Clever Strategies to Mitigate CP2000 Notices

5 (1 vote)

Earn 1 CE Federal Tax with with Bill Nemeth, EA
April 2, 2019 from 2:00 pm - 3:00 pm ET

Live Online IRS Program Number: X9QQU-U-00560-19-O
Self-Study IRS Program Number: X9QQU-U-00560-19-S

Member: $40 Non-Member: $50

Get an overview of the IRS AUR CP2000 process followed by strategies on how to detect and cure CP2000 notices before the IRS send the notices to the taxpayers. 

Learning Objectives:

  • Review IRS AUR CP2000 process for unreported income.
  • Explain how the IRS "flags" the taxpayer’s IRS account transcript. 
  • Identify best practices to file Form 8821.
  • Use ISP software to "automatically" detect the CP2000 flag.  
  • Summarize how to correct a return before the IRS sends the CP2000 to the taxpayer.

Bill Nemeth, EA

Bill Nemeth, EA, has over 30 years of experience as a tax professional – He and his wife Merry Brodie operated their tax franchise operation with 24 offices and 12,000 returns per year. They sold this business in 2012 and embarked upon a new endeavor, Tax Audit Guardians, assisting troubled taxpayers. Bill is currently GAEA President & GAEA Education Chair.  He is active at the National Level as an elected member of the NAEA Affiliate Council.   He holds bachelors (Kettering Institute) and masters degrees (MIT) in Mechanical Engineering and an MBA in Marketing (Wayne State University).  He is an NTPI Fellow and has taught at NTPI. He has appeared on TaxTalkToday numerous times and has numerous articles published in the EA Journal. He is the former Chair of the Tax Education Committee and is a current member of the Tax Education Committee and the NAEA Education Foundation Board.  He prepares and presents live programs and webinar programs on timely federal tax topics. He is a member of the IRS SouthEast Stakeholder Liaison Group and is active in the IRS IMRS (Issue Management Resolution System) calls.  In his spare time, he and his wife Merry are amateur beekeepers.

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