January 24, 2025

In-Person

Z-One Diner
1821 Richmond Ave, Staten Island, New York 10314

NASBA 1

Staten Island Chapter: Tax Scams Seminar Tech Session

To Review Current College Planning Rules and Tax Strategies

January 24, 2025
In-Person
NASBA 1
  • View Bio

    Instructor

    Glenn
    Gizzi

    View Bio

    Glenn Gizzi

    Bio
    • Glenn Gizzi
    • Tax Specialist Communications & Liaison Glenn has worked for the Internal Revenue Service for 33 years. He began in Taxpayer Service in 1989 as a Taxpayer Service Specialist answering account and tax law questions on the IRS’s toll-free phone line until becoming a Revenue Agent in 1994. During his 11 years as an Agent, Glenn worked in the Examination Problem Resolution Unit as a caseworker, a cooperating Agent for Criminal Investigations and was a Taxpayer Advocate at the model walk-in office in Edison. Glenn is also a certified instructor for the IRS and has spent four years training the new incoming Revenue Agents from 2001 to 2005. Additionally, Glenn worked in the former Taxpayer Education & Communication division during its stand-up in 2001 before it was eventually realigned into Communications & Liaison. His current assignments include the Annual Federal State Tax Workshops, North & South Jersey Working Together, AARP, multilingual associations, school districts and the underserved community.
To Review Current College Planning Rules and Tax Strategies

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Understand the purpose and structure of a Written Information Security Plan (WISP)
  • Explore available resources from IRS.gov
  • Recognize the most common scams and schemes

Major Topics

  • Talk about the Written Information Security Plan (WISP)
  • Discuss reasons for WISP and its requirements and language
  • Show resources available for WISP’s from IRS.gov
  • Talk about the IRS Dirty Dozen Tax Schemes
  • Cover the most popular scams/schemes directed at practitioner
  • Discuss how to report scams & schemes to IRS.

CPE Credits Available

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

Z-One Diner

1821 Richmond Ave, Staten Island, New York 10314

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Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs

Provider

Foundation for Accounting Education

This event has ended.