E-Filing

Date: Thursday, October 21, 2010
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): David Bergstein, CPA, CITP Director of Strategic Relationships - a CCH Wolters Kluwer Business
Objective(s):
Updates on E-filing for 2010.
Field of Study: Taxes and Accounting
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

This session will cover what you need to know about getting ready for e-Filing season as well as the reasons to participate in the IRS e-Services program.

The IRS is making it easier than ever for you to take care of your clients’ taxes electronically.

The session will go into detail about how to obtain your EFIN as well as what types of returns can be electronically filed and the various choices.

In addition many preparers are not enrolled in the e-Services Program and we will demonstrate the benefits of the program and why you should be enrolled.

e-Services is a suite of web-based products that will allow tax professionals and payers to conduct business with the IRS electronically. These services are available 24 hours a day, 7 days a week via the internet.

e-Services is not available to the general public. Only approved IRS business partners as noted below, are eligible to participate in e-Services.

Presenter and Moderator Bios
David Bergstein, CPA, CITP is Director of Strategic Relationships for CCH, a Wolters Kluwer business. David has been in the Tax and Accounting industry for many years and has been a practicing accountant since 1966. While at the IRS he held various positions: Agent, Trainer, Speaker and Chief Technical Section. He received his CPA and a master’s in Taxation from Long Island University’s CW Post College.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.