CPE by IRS: Automated Underreporter Program

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This FREE continuing education webinar for 1 CE/CPE hour will be presented by IRS Senior Stakeholder Liaison Jody Stamback on October 1, 2019 at 1pm EDT (10am PDT).

Tax Marketing HQ is excited to present a new series of continuing education classes for CPAs, EAs, and tax attorneys, presented directly by IRS personnel. This webinar on the AUR program is the first in this new series.

The IRS collects data from multiple sources in order to automatically identify taxpayers that may be underreporting income on their tax returns. This highly successful enforcement program delivered over 3 million closed underreporter cases in FY18, resulting in $5.3 billion in additional assessments last year alone. In this 1 CE/CPE hour webinar, Jody Stamback of the IRS will walk attendees through how this program operates, what the IRS attempts to achieve, and what practitioners need to know in order to assist their clients with an underreporting issue.

This presentation discusses the process for dealing with the Automated Underreporter Program. It discusses the CP2000 and the best way to respond to those types of notices to ensure you get the issue handled in least amount of time and trouble.

NASBA & IRS Approved CE Provider

Course Objectives

  • Describe the Automated Underreporter (AUR) case work process.
  • Define the relationship between AUR and CP-2000 processes.
  • Understand how to properly respond to an AUR notice.

Subject Area: Taxes (Federal Tax Law)

Level: Basic
Preparation: None required.
Prerequisite: Basic knowledge of IRS assessment procedures.
Credit: 1.0 CE/CPE hours for Enrolled Agents and CPAs.

IRS Program Code: 4Y1UP-T-00073-19-O

Texas State Board of Public Accountancy CPE Sponsor ID 010474

Tax Marketing HQ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

About the Instructor

Jody Stamback is the IRS Senior Stakeholder Liaison for Utah and Idaho. After completing a Bachelor of Science in Business Management from Weber State University in 1984, Jody worked in a number of roles at the IRS Ogden Campus from 1989-1995. He then continued his IRS career as a Tax Auditor in the Salt Lake City District Office. In his current role with IRS Communications and Liaison, he works with practitioner and industry groups to help share information between the IRS and external stakeholders, including tax professionals.

About the Host

Jassen Bowman, EA, CTR™, NTPI® Fellow spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 400 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and Tax Resolution Systems, a checklist manual for practitioners.


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