Name of course: Representation & Strategy for Tax Professionals! 
Field of Study: Taxes 
Type of Course: Self-Study Online  
IRS Course Program Number: EOESH-T-00001-22-O  
Total IRS CE Credits: 10  
NASBA Number: 149140 
Total NASBA Credits: 10 
 

Representation and Strategy Workshop for Tax Professionals is presented. Expand your services and deliver high-profile work, with efficiency, care, and effectiveness, along with executive-level quality deliverables.

• CPAs
• JD / Attorney
• Auditors
• Enrolled agents
• Tax professionals that love to actually serve people.

In order to participate in this intermediate program students must show proof that they are active CPAs, JDs and EAs who have at least one-year related experience in tax preparation. No other advanced preparation is necessary. CPE Standards References: Standard Nos. 2 and 3

Yes! The recommended Credit 10 CEs for enrolled agents and 10 CPEs for CPAs. 
CPE Standards Reference: Standard No. 2

Instructional Delivery Method – self-study

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits can be granted based on a 50-minute hour. Note: to receive CPE/CE credits, you must take the whole course and take the 5-question evaluation at the end to receive your certificate.  
 

Total IRS CE Credits: 10  
Total NASBA CPE Credits: 10  

ANGIE TONEY – Instructor and Course Developer 

BIO: Angie Toney, CPA, has been presenting on tax topics since 2014. She mentors other tax professionals in expanding their knowledge of various tax topics. Prior tax workshops have included the following: 

• Tax Strategies for Renting vs Selling Your Home 
• Extraordinary Tax Strategies for Ordinary Taxpayers 
• COVID Crisis Care for Your Cash and Credit 
• Show Me the Money: Understanding Taxes 

Angie had this learning platform built where practitioners may subscribe to learn how to expand their practice with representation and planning services. She has recently become an authorized CE provider for the IRS and will soon become registered with NASBA to offer CPEs for CPAs. 

• Understand how to expand your bookkeeping or tax filing company to include representation and strategy 
• Implement concepts learned from other training courses on these topics by closing the gap between theory and practice 
• Understand how to analyze a representation case to know what solution would be best with the IRS or state  
• Understand how to execute an “offer-in-compromise”  
• Understand how to file someone as Current Non Collectible status or enter into an Installment Agreement 
• Receive and be able to deploy a clear process template with your clients and move through representation and strategy engagements efficiently. 
• How to have a conversation to easily transition your representation work to a tax strategy engagement  
• How to connect to new prospects and create follow-on sales