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July 2021

Beware Maryland’s QRDT (Questionable Return Detection Team)!

July 13, 2021 @ 12:00 pm - 1:00 pm

QDRT was created by the Maryland Comptroller as a response to fraudulent tax return preparers. However, your client can sometimes get caught in its clutches. Join EA Heather Posey as she discusses what the QRDT program is, what may trigger a QRDT audit, and how to advocate for clients being examined.   Register Here

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Hardship Exceptions: Protecting Assets in Medicaid Estate Recovery

July 15, 2021 @ 12:00 pm - 1:00 pm

For many MVLS clients, the home is the single largest asset that they have, and it is imperative that it pass on to the next generation. However, in the event the client receives Medicaid benefits, there is the possibility that Medicaid will attempt to seek recovery for the payment of these benefits by placing a lien on the recipient's home or failing a claim against the recipient's estate - thereby removing the home from the family. Timothy Chance, Esq., Tangled…

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August 2021

Tools & Strategies to Navigate Challenges with Client Relationships

August 19, 2021 @ 12:00 pm - 1:00 pm

This training will cover how to set yourself up for effective client communication, common client barriers, assisting clients facing financial hardship, representing clients with mental health challenges, and how to avoid pitfalls that can lead to disciplinary actions.   Register Here

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September 2021

IRS (and Maryland) Alphabet Soup

September 14, 2021 @ 12:00 pm - 1:00 pm

The IRS (and the Maryland Comptroller) uses many acronyms, which can be confusing to practitioners. Join us as Heather Posey, EA, shares with us what all of these letters mean.   Register 

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November 2021

EITC

November 9, 2021 @ 12:00 pm - 1:00 pm

 The Earned Income Tax Credit (EITC) brings enormous benefits to the households which receive it.  However, many times it can also lead to headaches, with taxpayers having to prove that they are indeed eligible to receive it.  Join UB LITC student attorney Ryan McKay as he discusses an overview of the LITC and the potential pitfalls( and how to deal with them) of claiming the EITC. Register 

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IRS Informational Return Penalties

November 16, 2021 @ 12:00 pm - 1:00 pm

Lacking information? Please join Michael March, Senior Associate at Crepeau Mourges, for a discussion on why IRS penalties on Informational Returns exist and how to mitigate them.   Register 

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January 2022

DC Office of the Taxpayer Advocate- Webinar

January 11 @ 12:00 pm - 1:00 pm

Start the new year with a discussion with Elena Fowlkes, DC Taxpayer Advocate. What does the Office of the Taxpayer Advocate do? When should you reach out to them? What is the best way to do that? Learn these answers and more! To register - click here. 

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Pre-filing Season Tax Tips & Tools

January 28 @ 1:00 pm - 2:00 pm

Sometimes, tax refunds get delayed because the return gets stuck in the system. What causes returns to get trapped? Join Local Taxpayer Advocate James Leith as he discusses tips for to minimize delays, including important points about the EITC and Child Tax Credit. To register - click here

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March 2022

Relief Options for Victims of Tax Return Preparer Fraud

March 8 @ 12:00 pm - 1:00 pm

Sadly, tax return preparer fraud happens quite often. But what about the unfortunate victims? What recourse do they have? Join tax attorney Jordan Howlette, of JD Howlette Law, LLC, formerly of the U.S. Department of Justice’s Tax Division, as he discusses some of the relief options available to victims of tax return preparer fraud. To register – click here

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April 2022

U.S. Tax Code Through a Race Equity Lens

April 12 @ 12:00 pm - 1:00 pm

What is the American dream? How does the U.S Tax Code make this dream harder to achieve for some Americans? Join guest host Tina Azarvand, tax attorney at Frost Law, and LITC paralegal Asja Towns as they discuss the impact of historical and modern tax policies on disparate populations. Register - Here

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May 2022

MSATP/MVLS Advanced Tax Topic: Tax Issues in Divorce – Webinar

May 10 @ 12:00 pm - 1:00 pm

Dissolution of a marriage is never easy, and sometimes, tax issues take a back seat to more obvious issues such as child custody, property assignment, etc. However, tax problems can come back to haunt you later. Join Eric Rollinger, tax attorney at Stein Sperling, as he identifies what tax issues might crop up later, and how to address them. Each attendee will be asked to volunteer for a case at the conclusion of the event. Due to this requirement, your…

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