Jim has provided hundreds of classes for tax pros and tax firms on tax problem solving best practices to achieve best outcomes.
Jim also regularly appears as a speaker and teacher for CPA and industry associations. Jim current provides CPEs for CCH.
Here is a snippet of Jim’s speaking engagement for the North Carolina Association of CPAs:
Our tax pros love our training. Here is a common testimonial from one our tax pro students:
“I think there is a big difference between CPEs and real education. Your programs are the latter. I consider them to be at an extremely high level, and I thank you!”
> a tax professional from Pennsylvania
Here is a list of some of our more popular topics presented in the past:
| Course | Hours | Audience |
| IRS Authorizations: Forms 2848 and 8821 | 1 | Beyond415, Drake Software |
| An Inside Look at IRS Field Audits | 1 | Illinois CPA Association |
| All you need to know about the IRS Offer in compromise | 4 | Beyond415, Drake Software, Intuit |
| IRS’ Top 40 Notices- and what to do next | 2 | Beyond415, Drake Software |
| How to handle an IRS Dependent Discrepancy | 1 | Beyond415, Drake Software |
| Grow your practice with IRS Tax Controversy Services | 1 | Beyond415, Drake Software, Intuit |
| IRS Penalties | 2 | NC Society of Enrolled Agents, National Association of Tax Professionals (NATP), Intuit |
| IRS Collection Alternatives for your financially distressed clients | 2 | Beyond415, Drake Software, ADP, Intuit |
| Inside the IRS Audit Process | 1 | Illinois CPA Association |
| Are you ready for an IRS audit? | 1 | Illinois CPA Association |
| Preparing you and your client for an IRS Audit | 1 | Illinois CPA Association |
| How to effectively appeal an IRS audit | 1 | Illinois CPA Association |
| IRS Practice and Procedure Fundamentals | 2 | Beyond415, Drake Software, Intuit |
| Mail audits and discrepancy adjustments | 1 | Illinois CPA Association |
| New Changes to IRS audits | 1 | Illinois CPA Association |
| Make your admin an expert IRS Practice Specialist | 2 | Beyond415, Drake Software |
| Plan for your IRS Field Audit | 1 | Illinois CPA Association |
| Top 10 Issues in IRS Small Business Audits | 2 | NC Association of CPAs, ADP, Drake Software, NATP, CCH, Intuit |
| Tech+: IRS Compliance Trends for the Next Decade | 2 | AICPA, Accounting Today, Intuit |
| IRS Innocent Spouse: Rules and Best Practices | 2 | H&R Block |
| IRS Practice Fundamentals | 4 | H&R Block |
| IRS Penalty Abatement | 2 | H$R Block |
| IRS Collection Representation Fundamentals | 6 | H&R Block |
| IRS Audits and Underreporter Notices | 4 | H&R Block |
| Using IRS Form 8821: the client retention solution | 1 | Beyond415, Drake Software |
| The Form that helps you keep your clients forever | 1 | Beyond415, Drake Software |
| Obtaining and understanding your client’s IRS account information | 2 | Beyond415, Drake Software |
| How to effectively use IRS e-services | 2 | Beyond415, Drake Software |
| IRS Information Statement Compliance Programs | 2 | NATP, Lorman CPE, Intuit |
| IRS Penalties: reasonable or unreasonable cause | 2 | Drake Software |
| Understanding the IRS approach to past-due returns | 1 | Beyond415, Drake Software |
| Section 7216 for tax professionals | 1 | Beyond415, Drake Software |
| The New IRS: Compliance by Notice | 1 | Drake Software |
| Anatomy of an IRS employment tax audit | 2 | Beyond415, Drake Software, Intuit |
| The IRS Audit Process and preparing your client for an IRS Audit | 2 | Beyond415, Drake Software |
Does your firm need training? Contact us today.
