EVENT DESCRIPTION
Join us for MSATP's annual Practitioner Liaison Meeting — a cornerstone event in our partnership with the IRS and the Maryland Comptroller's Office that brings tax professionals face-to-face with the agencies shaping their practice. This year's in-person gathering in Columbia, Maryland offers four hours of CPE designed to keep practitioners informed, prepared, and connected to the people and processes that matter most.
From navigating audits and leveraging IRS digital tools to understanding the latest updates from the Maryland Comptroller's Office, this meeting delivers timely, practical content you simply can't get anywhere else. Whether you're a CPA, enrolled agent, tax preparer, or bookkeeper, this is your opportunity to hear directly from IRS representatives and Krista Sermon of the Maryland Comptroller's Office — and to ask the questions that matter to your clients and your practice.
EVENT OBJECTIVE
By the end of this program, participants will be able to:
• Identify key IRS audit processes, documentation requirements, and digital tools available to tax professionals navigating client examinations
• Utilize new IRS Online Account capabilities for business taxpayers, including refund status email notifications and account management features
• Describe the structure, responsibilities, and current priorities of the IRS Return Preparer Office and what upcoming changes mean for practitioners
• Apply updated guidance and policy information from the Maryland Comptroller's Office to client engagements and state tax compliance matters
