Multi Year Failure to File: Getting into Compliance

Multi Year Failure to File: Getting into Compliance

CPE Credit:
8

Overview

Description:
This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations, and resolution strategies. Participants will learn how to manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations, including situations with missing records and potential criminal exposure. Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Taxes (8 CPE)

Instructor

Instructor:
Robert Nordlander, CPA, CFE

Additional Details

Who should attend:
Tax preparers and IRS enrolled agents
Program Level:
Overview
Program Content:

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.
Learning Objectives:

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
Prerequisites:
Experience performing tax services for individuals
Advanced Preparation:
None
Developed By:
Nordlander CPA, PLLC
Format:
Group-Internet-Based
Course Code:
NCRNMYF8

Registration:

$239.00

Attendee Information

Please select one of the following options to register for this webinar:

Our Partners

NASBA Sponsor

Multi Year Failure to File: Getting into Compliance

Course Code:
NCRNMYF8
Program Level:
Overview
Description:
This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations, and resolution strategies. Participants will learn how to manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations, including situations with missing records and potential criminal exposure. Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:

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.
Learning Objectives:

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
Who should attend:
Tax preparers and IRS enrolled agents
Developed By:
Nordlander CPA, PLLC
Instructor:
Robert Nordlander, CPA, CFE
CPE Credit:
8
Field of Study:
Taxes (8 CPE)
Prerequisites:
Experience performing tax services for individuals
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$239.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$239.00

Upcoming Dates

  • 5/6/2026 @ 9:00 AM
  • 5/12/2026 @ 9:30 AM
  • 5/21/2026 @ 9:00 AM
  • 6/11/2026 @ 10:00 AM
  • 6/27/2026 @ 9:00 AM
  • 7/15/2026 @ 10:00 AM
  • 7/31/2026 @ 9:00 AM
  • 8/10/2026 @ 10:00 AM
  • 8/27/2026 @ 9:00 AM
  • 9/16/2026 @ 10:00 AM
  • 9/29/2026 @ 9:00 AM
  • 10/12/2026 @ 10:00 AM
  • 10/30/2026 @ 10:00 AM
  • 11/13/2026 @ 10:00 AM
  • 11/24/2026 @ 9:00 AM
  • 12/10/2026 @ 10:00 AM
  • 12/23/2026 @ 9:00 AM
  • 1/7/2027 @ 10:00 AM
  • 1/20/2027 @ 10:00 AM
  • 2/3/2027 @ 9:00 AM
  • 2/16/2027 @ 10:00 AM
  • 3/8/2027 @ 9:00 AM

All times are Eastern Time Zone

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