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Explore four types of relief for a potential client (spouse or former spouse), for example, to be relieved of the tax, interest, and penalties on a joint tax return. Susan Harper, Certified Fraud Examiner, and former IRS Internal Revenue Agent of 34 years will teach you who is eligible for relief, what type of relief, and how to request relief in this webinar. With 20 years instructing CPE courses, Susan will deliver an entertaining and informative discussion. Learn how to help your eligible clients request appropriate IRS relief when appropriate.
Topics Covered
- Types of IRS Relief Defined
- 1. Innocent Spouse Relief
- 2. Separation of Liability Relief
- 3. Equitable Relief
- 4. Injured Spouse Relief
- Ways to Request IRS Relief
- Flowcharts (Do you qualify for relief?)
- Relief Resources
- Frequently Asked Questions & Answers
Learning Objectives
- Describe the types of relief available to married persons who file joint returns
- Innocent Spouse Relief
- "2" Separation of Liability Relief
- Equitable Relief
- Injured Spouse Relief
- Learn how to request relief
- Explore useful flowcharts
- Address how to get help
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
Instructor
Susan Harper
Susan Harper, Certified Fraud Examiner, began her career as an Internal Revenue Agent with the Internal Revenue Service in 1988. She joined the first Abusive Tax Avoidance Transaction group in 2002 before becoming a Fraud Enforcement Advisor in 2008 through 2021 where she helped other auditors, who identified first indicators of fraud in their examinations. Later, Susan joined Research, Applied Analytics, and Statistics in 2021 and recently retired as the Technical Advisor to the Chief Operating Officer. Susan has been instructing CPE seminars for 25 years and looks forward to interacting with her audience for many years to come.