Digging Deeper Into the IRS Dirty Dozen (Completed)

Date: Monday, June 17, 2024
Instructor: Annette Nellen
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card

For 20 years, the IRS has used a “dirty dozen” list to alert taxpayers and practitioners to problems and traps they should be aware of and actions they should take to avoid errors or lost data. In recent years, identify theft and similar data issues have been prominent on the lists, but also some types of transactions such as monetized installment agreements and charitable donation problems. This webinar will explore the issues raised by the IRS in recent years and how to use the information in your practice and avoid problems.

Topics Covered

  • The purpose and history of the IRS Dirty Dozen lists
  • Tax scams and how to avoid falling for them
  • Phishing, spearphishing and other internet scams
  • How to use the Dirty Dozen list in your interactions with clients

Learning Objectives

  • Describe the IRS Dirty Dozen annual list and its purpose
  • Explain key items from the latest list and the relevance to compliance and planning
  • Explain how to use the IRS Dirty Dozen list to help clients avoid problems.


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

 Chat — Books Support