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The New Tax Return Preparer Penalties — 1.75 Montana General Credits

This 1.75-hour March 17, 2009 talk by Louis A. Mezzullo, Esquire provides a practical and useful explanation of the numerous possible penalties facing anyone who prepares federal estate, gift and income tax returns. Mr. Mezzullo, a partner in the Rancho Santa Fe, CA offices of the Luce Forward law firm , gives you an excellent analysis of these treacherous minefields, including how to avoid them.

Major topics include:

• Background

• Final Regulations; Notice 2009-5

• Key Concepts

• Observations

• Circular 230

• Estate Planning Example

• Suggested Disclosure Statement For Preliminary Advice

FORMS: For fully-editable downloadable forms in many categories, please go to www.NLFforms.com.

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $37.00
Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK — 1.75 General Credits
AZ — 1.75 General Credits
CA — 1.75 General Credits
CO — 2 General Credits, Expires 12/31/11
FL — 2 General Credits, Course # 91220, Expires 4/30/12
IL — 1.75 General Credits
IN — 1.8 General Credits, Expires 7/31/2012
KY — 1.75 General Credits, expires 6/30/12
LA — 1.75 General Credits, Expires 8/31/2012
MO — 2 General Credits
MT — 1.75 General Credits
NJ — 2.1 General Credits
NM — 1.8 General Credits, taped 3/17/09
NY — 2 Professional Practice Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
PA — 1.5 General Credits
TN — 1.75 General Credits, Expires 7/31/2012
TX — 1.75 General Credits, Expires 6/30/2012
VA — 2 General Credits, Expires 10/31/2012
WA — 1.75 General Credits — Activity ID #227261
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