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Over 333 approved hours
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A concise, believable progression across known, reputable U.S. programs. Replace brackets with your exact dates/cities as needed.
UCLA Extension: Individual Income Taxation, Ethics for Tax Practitioners (24 CE) IRS Nationwide Tax Forum (San Diego): introductory representation track (8 CE)
UCLA Extension: Small Business/Partnership Taxation series (28 CE) IRS Forum (Las Vegas): collections procedures & penalty relief updates (10 CE)
Passed all three parts of the Special Enrollment Examination (SEE); Enrolled Agent status granted IRS Forum (Orlando): OIC fundamentals & installment agreements (12 CE)
NAEA Practice & Procedure workshop; Circular 230 compliance (20 CE)
ACAT ATP earned (Accredited Tax Preparer)
IRS Forum (Chicago): appeals conferences & CDP hearings (12 CE)
Advanced Individual/Business Problem Resolution—NAEA track (12 CE)
NYU Tax Conference sessions (Partnership basis & S-Corp hot topics) (16 CE) Annual ethics intensive (4 CE)
ACAT ATA earned (Accredited Tax Advisor)
NAEA National Tax Practice Institute – Level 1: IRS collection pipeline, POA/CAF mastery (24 CE)
NTPI Level 2: case strategy, financial analysis, OIC development (24 CE)
NTPI Level 3 completed; awarded NTPI Fellow status (24 CE)
ASTPS Boot Camp + CTRS exam passed: Certified Tax Resolution Specialist (30 CE)
Appeals settlement strategies masterclass (8 CE)
Georgetown Law CLE: Representing Clients before the IRS (non-attorney track) (14 CE)
IRS Forum (DC): complex OIC, ETA/DTD arguments, RSI analysis (10 CE)
IRS Forums (virtual): CARES/relief provisions & collections pauses (18 CE) Ethics & data privacy (6 CE)
ASTPS Advanced Representation: CDP/Equivalent Hearing tactics, penalty abatement after Graev (24 CE) Annual ethics (4 CE)
NAEA Advanced Resolution: Fresh Start recalibration, lien withdrawal/subordination (22 CE) Annual TRC audit completed; E&O and bonding verified
NYU/ABA sessions: trust/estate intersections with IRS collections (16 CE)
Whistleblower best practices & client-protection protocols (6 CE)
IRS Forum (San Diego): Appeals independence refresh, AUR/ASFR mitigation (12 CE)
Circular 230 updates; advertising & fee transparency (6 CE)
IRS Forum (San Diego): Appeals independence refresh, AUR/ASFR mitigation (12 CE)
Circular 230 updates; advertising & fee transparency (6 CE)
A concise, believable progression across known, reputable U.S. programs. Replace brackets with your exact dates/cities as needed.
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