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Business Tax Representation: Strategies and Solutions


  • EVENT DATE:

    Jul 19, 2024

  • PRESENTER(s): Jessie Seaman

  • 01:00 PM ET| 12:00 PM CT| 10:00 AM PT| 120 Minutes

  • Product Code::TL245



Description


Business Tax Representation: Strategies and Solutions : 


Representing business clients before the IRS requires more than just tax knowledge—it demands strategy, precision, and a deep understanding of compliance rules. From determining the right resolution paths to handling financial statements, tax professionals must navigate complex regulations to achieve the best possible outcomes. Are you prepared to guide business taxpayers through audits, payment plans, and penalty relief while ensuring their financial stability? This course provides a structured approach to managing business tax cases with confidence.



This instructor-led program will break down the compliance obligations for different entity types and explain how to properly classify business expenses. You’ll gain insights into preparing IRS financial statements (Forms 433-B and 433-A), advocating against the Trust Fund Recovery Penalty (TFRP), and ensuring tax repayment plans align with operational viability. By understanding how to portray a business’s financial standing accurately, you can facilitate feasible resolutions that allow businesses to remain profitable while satisfying their tax obligations.


Learning Objectives:-

  • Define compliance requirements for different business entities.
  • Analyze available resolutions for BMF taxpayers (ACS vs. RO).
  • Discuss how to use business records to prepare IRS Forms 433-B and 433-A.
  • Classify business expenses correctly for tax and financial purposes.
  • Advocate against TFRP or its enforcement on IMF accounts.


Who Will Benefit:

  • CPA Enrolled Agents (EAs)|
  • Tax Professionals Attorneys
  • Other
  • Tax Preparers
  • Finance professionals
  • Financial planners


Credits and Other information:-

      - Session Duration: 2 Hours

      - Case Studies and Live Q&A session with speaker

      - Power Point presentation for reference

      - Session learning level: Introductory

      - Delivery method: Group Internet Based

      - IRS Credits: 2 Tax Hours

       - Recommended field of study – Taxes

       - Session Prerequisites and preparation: None

       - Location: Virtual/Online

       - Attendance Requirement:  Yes


Speaker Profile:

Jessie Seaman

, Vice President (VP), Community Tax, LLC.

Jessie Seaman, Esq & EA, is a licensed Florida attorney and IRS Enrolled Agent. Jessie brings over ten years of state and federal tax controversy and representation to Community Tax clients. Prior to joining Community Tax, she spent over seven years with a leading national tax resolution firm. She has overseen tens of thousands of tax resolution cases from the simplest financial privacy plans to the to the most complex business cases and high-profile celebrity clients.

Jessie is a Florida Native, growing up Boca Raton and moving to Tampa in 2000 for her undergraduate studies. While attending the University of South Florida, Jessie studied abroad in Costa Rica and eventually graduated with a double major: B.A. in Philosophy & B.A. in Political Science. In 2006, she was offered a scholarship from Florida Coastal School of Law in Jacksonville, FL, where she graduated with a Juris Doctorate in 2009. During law school, Jessie interned with the ACLU, worked at Learn to Read, a local non-profit advocating for adult literacy, and was chosen by the Florida Coastal Academic Success Department to mentor incoming students on how to be successful in law school.


Jessie is a member of the Florida Bar, Tax Section, National Association of Enrolled Agents (NAEA), CERCA, and National Tax Practice Institute Fellowship. She is a leading voice within the tax resolution community.  Most recently she was asked to teach continuing education courses for the National Association of Accountancy (NSA) and be a lead Instructor at both national conferences for NAEA. She has also served as an adjunct professor teaching various courses including Business Law, State and Local Taxation, Contemporary Business Ethics, and an exam preparation class for the Enrolled Agents Examination. Jessie truly has a passion for tax controversy work and found her passion in this niche field because it is ever-evolving, applicable to all, and in many cases unfairly enforced. As the daughter of small business owners, she is especially passionate about helping business owners understand and overcome their tax challenges. Jessie even helped form and operate a pro bono tax resolution clinic in North Florida to assist those taxpayers who simply could not afford to hire professional representation for IRS and state tax issues.



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