Some of the most valuable tools available to tax professionals are not the ones used on every tax return, they are the specialized IRS forms that can help resolve taxpayer issues, request relief, make important elections, and address unique tax situations.
In this webinar, Jason Dinesen, EA, provides a practical overview of several powerful IRS forms that every tax professional should understand, including Form 843, Form 3115, and other specialized forms that can play an important role in serving clients more effectively. This webinar counts for 2 hours of IRS CE under the category of Federal Tax Law Related Matters.
Rather than focusing solely on how to complete each form, this session explores when these forms should be considered, why they matter, common situations where they may apply, and practical considerations before filing. You'll gain a broader understanding of how these forms fit within the tax process and how they can become valuable tools when working through more complex taxpayer situations.
Whether you prepare individual, business, fiduciary, or other federal tax returns, this webinar will help you recognize opportunities to use specialized IRS forms more confidently and understand when they may provide solutions beyond the standard tax return.
Join Jason Dinesen, EA, for an informative discussion designed to expand your knowledge of some of the IRS's most powerful—and often overlooked—forms.
Learning Objectives
Upon completion of this webinar, participants will be able to:
- Explain the purpose of Form 843, Form 3115, and other specialized IRS forms.
- Recognize situations where powerful IRS forms may help resolve taxpayer issues or support important tax elections.
- Identify when specialized IRS forms may be appropriate as part of a broader tax strategy.
- Understand general filing considerations and procedural requirements associated with these forms.
- Recognize common mistakes and potential issues that can arise when working with specialized IRS forms.
- Improve confidence in evaluating client situations that may require IRS forms beyond the standard tax return.
- Better understand how specialized IRS forms can support more effective client service.
About the presenter:
Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert, and a well-known presenter of continuing education courses.
Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics, and much more.
He has presented dozens of webinars on Form 1099 (for 10 years on this subject!), marriage in the tax code, tax updates, the new Form W-4, payroll updates, filing status, tax credits, corporation and partnership taxation, and other issues relating to the modern-day setting.
Frequently Asked Questions
Who should attend this webinar?
This webinar is designed for tax professionals who prepare federal tax returns and want to expand their understanding of specialized IRS forms used to address more complex taxpayer situations.
What IRS forms will be covered?
The webinar will feature Form 843, Form 3115, and several other powerful IRS forms commonly encountered in tax practice. The exact forms discussed may vary based on recent IRS guidance and current tax developments.
Do I need experience with these forms before attending?
No. This webinar is appropriate for tax professionals who are new to these forms as well as those looking to strengthen their understanding of when and why they should be used.
Will the webinar explain when these forms should be used?
Yes. The session focuses on the purpose of these forms, common situations where they may apply, and practical considerations to help you determine when they may be appropriate.
Will filing procedures be discussed?
The webinar provides an overview of filing considerations and practical guidance. It is intended to help you understand the role these forms play in tax practice rather than provide line-by-line completion instructions for every form.
Can I ask questions during the live webinar?
Yes. Participants attending the live presentation will have an opportunity to submit questions for Jason during the webinar, as time permits.
Will I receive continuing education credit?
Yes. Participants who meet the attendance requirements will receive 2 hours of IRS CE under the category of Federal Tax Law Related Matters.
Will a recording be available if I can't attend live?
Yes. The webinar will be recorded and added to our online course library. If you are unable to attend the live presentation, you'll be able to access the recording later through your Ultra Unlimited Package or purchase it separately.
How long is the webinar?
The live webinar runs from 2:00 PM to 4:00 PM Eastern Time and includes approximately two hours of instruction.
What will I gain from attending?
You'll develop a stronger understanding of specialized IRS forms, recognize situations where they may benefit your clients, and gain practical knowledge that can help you navigate more complex tax matters with greater confidence.
