10 Ways the IRS Can Help You Do Your Job

Three-day IRS Nationwide Tax Forums will update tax professionals

More On Legal & Compliance

from The Advisor's Professional Library
  • Client Commission Practices and Soft Dollars RIAs should always evaluate whether the products and services they receive from broker-dealers are appropriate. The SEC suggested that an RIA’s failure to stay within the scope of the Section 28(e) safe harbor may violate the advisor’s fiduciary duty to clients, so RIAs must evaluate their soft dollar relationships on a regular basis to ensure they are disclosed properly and that they do not negatively impact the best execution of clients’ transactions.
  • U.S. Securities and Exchange Commission Information This information sheet contains general information about certain provisions of the Investment Advisers Act of 1940 and selected rules under the Adviser’s Act.  It also provides information about the resources available from the SEC to help advisors understand and comply with these laws and rules.

The IRS 2011 Nationwide Tax Forums this summer will offer tax professionals up-to-date information on federal and state tax issues, presented by agency experts and partner organizations in three-day events in cities around the country.

In a statement released Wednesday, the Internal Revenue Service listed 10 things that enrolled agents, certified public accountants, certified financial planners and other tax professionals need to know about the forums.

1.    Forums will take place June through August in Atlanta, Orlando, Dallas, San Jose, Las Vegas and the Washington, D.C. area—view chart on the next page. (Click here to view the Top 7 Cities for Financial Services Job Seekers.)

2.    If you sign up early, you can qualify for significantly discounted enrollment costs. Preregistration ends two weeks before the start of each forum.

3.    Forums offer an opportunity to receive up to 18 continuing education credits through a variety of training seminars and workshops.

4.    Forums will offer 40 separate seminars and workshops on tax topics.

5.    Forums will also feature a two-day expo with representatives from the IRS and other tax, financial and business communities offering their products, services and expertise.

6.    Attendees can sign up to become an Authorized IRS e-file Provider.

7.    Tax professionals attending a forum can bring their toughest unresolved case to meet with IRS personnel who may be able to help.

8.    You can register by internet, fax or mail.

9.    For more information or to register, visit www.irstaxforum.com.

10.The latest IRS news and guidance for tax professionals is available on Twitter @IRStaxpros.

Go to the next page for a list of dates and cities.

Forums will take place June through August in Atlanta, Orlando, Dallas, San Jose, Las Vegas and the Washington, D.C. area, as follows:



Pre-Registration Deadline


June 28–30

June 14


July 12–14

June 28


July 26–28

July 12

San Jose

August 9–11

July 26

Las Vegas

August 16–18

August 2

National Harbor, Maryland (Washington, D.C. area)

August 30–September 1

August 16

Read ‘GOP Demands IRS, Obama Records on Political Donor Tax Enforcement’ at AdvisorOne.com.

Page 1 of 2
Single page view Reprints Discuss this story