This
morning I returned to the Baltimore Marriott Waterfront for more educational sessions
at the NATP National Conference – although I did not have to arise as early as
I did on Monday morning.
I
had scheduled one session before the free box lunch break and two after – but ended
up with only one afternoon session. I
had originally planned to attend the session on Current Developments –
Business, but after reviewing the session workbook I determined there was
really nothing new for me to learn. Rather than sit around the hotel for the 50
minutes between sessions I decided to head back to my Mount Vernon Cultural
District located hotel to check email and work on my post.
While
there are a multitude of educational sessions to choose from at Conference each
year, I am in a unique situation. I do
not accept any new 1040 clients, and do not accept any “entity” clients
(partnerships and corporations). I have
no desire to represent taxpayers before the IRS (other than to attend audits of
returns I have prepared). And I will be
sleeping through the required 2 hours of ethics preaching at the NATP year-end
update in November – so no need to waste the 2 hours (actually 100 minutes)
now. In reality there are only so many
sessions of interest, or actual value, to me – one reason why I often find the
annual National Conference not cost effective.
My
morning session was another attempt at “Stump the Stars” (actually Stump the
Instructors). Over the years NATP has
tried this type of format in various incarnations – Panel of Experts, Ask the
Research Director, Frequently Asked Research Questions, etc – with an
individual or panel addressing a variety of questions on all aspects of taxes either
submitted prior to the session or from the floor. I have always liked this kind of session, and
always attended when offered, and wish it were an annual offering (like Current
Developments).
This
session had three of the current instructors (one of whom was Beanna Whitlock,
who was more serious this time around) answer questions, some previously submitted
via email (I had received an email solicitation last week, and did not submit a
question) but most from the floor.
One
question from the floor concerned the reason for one of my “eccentricities”.
A
preparer thought she had taken care of a client issue with an IRS
representative over the phone, and had submitted via fax all required
information to facilitate the settlement as per what she had been told by the
IRS person. However a few months later
the client received an IRS notice that a lien had been placed on his business
property – which ended up FU-ing the mortgage refinancing process that he was
going through. So the issue was not
settled as the preparer had thought – the IRS staffer lied and totally ignored
what had been agreed upon.
Over
the years I, and my clients, have been lied to left and right over the
telephone by IRS employees and NJ Division of Taxation representatives. I decided several years back never to address a federal or state tax
issue over the phone. If an issue arises
I will never initiate contact via a
federal or state “practitioner hotline”, but will always contact the IRS, or NJDOT, in writing – so I have a written
record of my contact and the agency’s response.
It takes longer – but it usually ends in a satisfactory resolution and
minimal, if any, agita.
Nobody
was able to “stump” the instructors – who gave good (and in my opinion correct)
answers to all questions.
The
afternoon session was “Audit Proof Your Client’s Return” – with every seat filled
and several attendees sitting on the floor.
The instructor was new to me, and I think NATP as well, and provided
some good suggestions.
I
have three more sessions tomorrow. I do
believe I will meet my 15 hour CPE requirement at Conference, although I will
be short 1 hour of “updates” (more than covered by the year-end class in
November) and the 2 wasted, but required, hours of “ethics” preaching.
TTFN
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