2024 My Client Has Not Filed a Tax Return in Years, Now What?

(2 Credit Hours of Federal Tax Law)

Instant Access

In the intricate world of tax preparation, encountering clients who have not filed their tax returns for years is a common yet challenging scenario. The myriad of myths and widespread confusion only adds to the complexity of addressing these cases effectively. This exclusive webinar, led by the esteemed Doug Stives, CPA, aims to demystify the process and arm tax preparers with the knowledge and strategies to navigate these situations confidently and professionally.

Upon completion of this course, the participants will be able to: 

  • Develop skills to initiate conversations with non-filers, ensuring upfront payment and setting realistic expectations regarding refunds and services.
  • Learn how to manage client expectations around refunds, including addressing the potential forfeiture of refunds, and gain expertise in negotiating penalties. 
  • Acquire the knowledge to identify tax protesters and employ strategies to handle these situations effectively, ensuring compliance and minimizing legal and financial risks.
  • Master the application of installment arrangements, Offers in Compromise, and Innocent Spouse Relief, understanding when and how these solutions can be utilized to resolve complex tax issues.
  • Understand whether there is a risk of audits associated with filing several years' returns.

This course counts for 2 hours of IRS CE under the category of Federal Tax Law Related Matters.

About the Presenter:

Doug Stives is considered a worldwide leader in public and management accounting by AICPA &CIMA. He is a CPA, MBA, and full-time professor of Accounting at Monmouth University and a professional speaker at many organizations and conferences. Doug was honored as Monmouth's Outstanding Business Professor of the Year in 2009 and 2016 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. Frequent media exposure includes The Wall Street Journal and other national publications and television, including CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug was once dubbed as the "Most Tax Efficient Man in America" by the Wall Street Journal.