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Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

05/06/2026

Registration Open:

12:00 AM - 8:00 AM

Time:

8:00 AM - 4:00 PM

Facility:

Online

Meeting Type:

Webinars

CPE Credit:

8.00

Field(s) Of Study:

Taxes (8.00)

Level of Knowledge:

Overview

Price:

Member: $239.00
Nonmember: $259.00

Individual Discounts:

Not Available

Overview

After attending this presentation, you will be able to...

  • Asses the tools for onboarding new clients
  • Analyze Ethical considerations and risk assessment
  • Recall case studies relevant for tax compliance and failure to follow

Highlights

The major topics that will be covered in this course include:

  • Process-from client onboarding and transcript analysis.
  • Risk assessment, ethical considerations, and resolution strategies.
  • Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.
  • Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance.

Prerequisites

Experience performing tax services for individuals