Certificate of Completion
Presented To:
Roger J. Hourihan, ATA, ATP
Accredited Tax Advisor
For attendance at
"Automated Under Reporter (AUR)"
National Phone Forum CPE CREDITS EARNED: 1 Hour
Topics Covered
AUR Program -Notice Process; CP 2000-How to Respond
Presented on: June 18, 2008 1:00 p.m.
Presented by:
Christine O'Neill, Program Manager SB/SE Campus Compliance Services
Certificate of Completion
Presented To:
Roger J. Hourihan, ATA, ATP
Accredited Tax Advisor
For attendance at
"Automated Under Reporter (AUR)"
National Phone Forum CPE CREDITS EARNED: 1 Hour
Topics Covered
AUR Program -Notice Process; CP 2000-How to Respond
Presented on: June 18, 2008 1:00 p.m.
Presented by:
Christine O'Neill, Program Manager SB/SE Campus Compliance Services
Certificate of Completion
Presented To:
ROGER J. HOURIHAN, ATP
Accredited Tax Preparer
For attendance at
"Calling all First Time Schedule C Filers"
National Phone Forum CPE CREDITS EARNED: 1 Hour
Topics Covered:
Classification of Workers - Federal Tax Deposits
- Estimated Tax Payments -
Recordkeeping - Protecting Financial and Tax Records - Electronic Filing and Paying -
Hiring a Tax Professional - Abusive Tax Schemes
Presented on: May 21, 2008 1:00 p.m. EDT
Certificate of Completion
Presented To:
ROGER J. HOURIHAN, ATA, ATP
Accredited Tax Advisor
For attendance at
POA/CAF Reporting and Issues
CPE CREDITS EARNED: 1 Hour
Sponsored by the Internal Revenue Service, Small Business/Self Employed,
CLD-Stakeholder Liaison Field
Enrolled Agent: 1 Hour Sponsor Number: 612
Topics Covered
A quick general overview of the Centralized Authorized File Unit
What POA authorities can be granted via Forms 2848, 8821 and check box
How to avoid common errors that cause your POA to be rejected
How to submit an electronic Form 2848 via e-services
Presented on: July 16, 2008 1:30 p.m. EDT
Presented by:
Jesse Gonzales, Program Analyst, National Office
Certificate of Completion
Presented To:
Roger J. Hourihan, ATA, ATP
Accredited Tax Advisor
For attendance at
S Corporations: Shareholder Stock Basis
National Phone Forum
CPE CREDITS EARNED: 1 Hour
Sponsored by the Internal Revenue Service,
Small Business/Self Employed,
CLD-Stakeholder Liaison Field
Enrolled Agent: 1 Hour Sponsor Number: 612
Topics Covered: Shareholder Stock Basis, The Importance of Stock Basis
Increases and Decreases to Stock Basis, Shareholder Responsibility
Presented on: February 18, 2009 10:00 a.m. ET
Presented by:
Mark Pierce, Revenue Agent, Technical Advisor- S Corporation Issue Specialist Susan Kerrick, Revenue Agent, Technical Advisor - S Corporation Issue Specialist Debra Mardanlou, Governmental Liaison
Certificate of Completion
Presented To:
ROGER J. HOURIHAN, ATA, ATP
For attendance at
2008 Economic Stimulus Payments
CPE CREDITS EARNED: 1 Hour
Sponsored by the Internal Revenue Service, Small Business/Self Employed,
CLD-Stakeholder Liaison Field
Topics Covered
Economic Stimulus Payments
Economic Stimulus Business Incentives
Presented on: March 26, 2008 4:00 p.m. EDT
Presenters: Linda VanderLaan, Senior Stakeholder Liaison
Edward T. Killen, Senior Tax Analyst
Joseph McCarthy, Senior Stakeholder Liaison
Certificate of Completion
Presented To:
ROGER J. HOURIHAN, ATA, ATP
For attendance at:
New Requirements for Federal Tax Return Preparers - Learn the Who, What, When and How
CPE CREDITS EARNED: 1 Hour
Sponsored by the Internal Revenue Service,
Small Business/Self Employed Division
Enrolled Agent: 1 Hour Sponsor Number: 612
Topics Covered:
Preparer Tax Identification Numbers (PTIN)
Registration
E-file mandate
Competency testing and continuing education
Preparer tax compliance verification checks
Presented on: June 9, 2010 2:00 ET
Presented by:
David R. Williams, Executive Lead, Return Preparer Regulations Implementation, IRS
Conrad Davis, Ueltzen & Company, LLP, Bill Parrish, Private Practice Group, LLC
Certificate of Completion
Presented To:
ROGER J. HOURIHAN,ATA, ATP
Accredited Tax Advisor
For attendance at
"Calling all First Time Schedule C Filers"
National Phone Forum CPE CREDITS EARNED: 1 Hour
Topics Covered:
Classification of Workers - Federal Tax Deposits
- Estimated Tax Payments - Recordkeeping - Protecting Financial and Tax Records -
Electronic Filing and Paying - Hiring a Tax Professional - Abusive Tax Schemes
Presented on: May 21, 2008 1:00 p.m. EDT
Certificate of Completion
Presented To:
Roger J Hourihan, ATA, ATP
Accredited Tax Advisor
IVES: Income Verification Express Service
National Phone Forum
CPE CREDITS EARNED: 1 Hour
Sponsored by the Internal Revenue Service,
Small Business/Self Employed, CLD-Stakeholder Liaison Field
Enrolled Agent: 1 Hour Sponsor Number: 612
Topics Covered
IVES: Income Verification Express Service
Presented on:
March 19, 2008
Certificate of Completion
Presented To:
ROGER J. HOURIHAN, ATA, ATP
For attendance at
Correspondence Examinations
"Understanding the Process and Working Together"
CPE CREDITS EARNED: 1 Hour
Sponsored by the Internal Revenue Service, Small Business/Self Employed,
CLD-Stakeholder Liaison Field
Enrolled Agent: 1 Hour Sponsor Number: 612
Topics Covered:
Correspondence examinations' role in tax compliance - How the IRS selects returns for examination - How the notice process works
The examination workflow - How to respond to notices - Issues raised by tax professionals and IRS's actions to address them
Presented on: August 20, 2008 1:00 pm
Presented by:
Gita Hecht, Senior Stakeholder Liaison
John Caggiano, Program Manager, Campus Examination Policy
Mike Landsmann, Tax Analyst, Examination Policy
Certificate of Completion
Presented To:
ROGER J. HOURIHAN, ATA, ATP
Accredited Tax Advisor
For attendance at
IRS e-file
National Phone Forum
CPE CREDITS EARNED: 1 Hour
Sponsored by the Internal Revenue Service, Small Business/Self Employed,
CLD-Stakeholder Liaison Field
Topics Covered:
Upcoming Form 1040 e-file changes - Improving your filing season
Modernized e-File (MeF) - E-File for Business-Resources and assistance
Presented on: November 19, 2008 4:00 p.m. EDT
Presented by: Gita Hecht, Senior Stakeholder Liaison