Exploring Client Advisory Services - Tax Due Dates & Penalties
Available Until
Self-study
1.00 Credits
Member Price $49.00
Non-Member Price $79.00
Overview
It is a sickening feeling for a practitioner when they realize that a tax due date has been missed. Immediately, certain questions come to mind: Am I going to owe a penalty? Should I file late? And most importantly, is there anything I can do to remedy this situation? Through easy-to-follow examples and discussion, this course will explore the tax calendar and key due dates. We will examine what to do if a client misses a deadline and what potential relief may be available.
Highlights
- Estimated Taxes & Deadlines
- Tax Due Dates for Common Returns & Filings
- Potential Penalties & Interest
- Information Return Penalties
- Penalties Applicable to Passthrough Entities
- Accuracy Related Penalties
- First
- Time Abatement (FTA)
- FTA Eligible Returns
- Reasonable Cause
- Summing It Up
Prerequisites
None
Designed For
Tax practitioners, small business owners, and other accountants looking to serve their companies or clients in the areas of payroll services or operations.
Objectives
- Recognize Identify key tax due dates by entity type.
- Recognize how late filing, late payment, and other common penalties are calculated.
- Recall common information return due dates and applicable penalties.
- State first time abatement relief qualifications and other common remedies.
Preparation
None
Notice
This is a self-study/on demand course offered by a 3rd party vendor. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.
- Website: www.petersprofessionaleducation.com
- YouTube: www.youtube.com/@DavidPetersFinancial
- LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
- LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
- Facebook: https://www.facebook.com/davidpetersfinancial
- Twitter/X: https://x.com/DavidPFinancial
Non-Member Price $79.00
Member Price $49.00