IRS Nationwide Tax Forums Now Open for Registration

Join tax professionals from across the country at the IRS Nationwide Tax Forums for three days of the latest tax law information, hands-on workshops, and exhibits of new products and services.

Take advantage of this opportunity to receive up to 18 CPE credits, network with your peers, and learn from subject matter experts from the IRS as well as from our national association partners.

For more information or to register, please visit the IRS Nationwide Tax Forum website at

2013 IRS Nationwide Tax Forums

The IRS Nationwide Tax Forums are taking place across the country. The forums feature the latest tax law information, workshops, continuing education credits and exhibits of the newest products and services. There is still time take advantage of this great opportunity.

For more information or to register, visit the IRS Nationwide Tax Forum website at

Be sure to check out the IRS Nationwide Tax Forums YouTube video.

Registered Tax Return Preparer Program suspended pending litigation.

In a surprise move, a US District Court judge ruled against the IRS, denying its authority to regulate tax preparers and enjoined the agency against enforcing the Registered Tax Return Preparer requirements.  The IRS has released the following statement:

“As of Friday, Jan. 18, 2013, the United States District Court for the District of Columbia has enjoined the Internal Revenue Service from enforcing the regulatory requirements for registered tax return preparers. In accordance with this order, tax return preparers covered by this program are not currently required to register with the IRS, to complete competency testing or secure continuing education. The ruling does not affect the regulatory practice requirements for CPAs, attorneys, enrolled agents, enrolled retirement plan agents or enrolled actuaries.

The Internal Revenue Service, working with the Department of Justice, continues to have confidence in the scope of its authority to administer this program. On Wednesday, Jan. 24, the IRS and Justice Department asked for the injunction to be lifted. Regardless of the outcome of that request, an appeal is planned within the next 30 days.


The name of the case is Loving, et. al. v. Internal Revenue Service, et. al., which challenges  the validity of the new regulatory scheme for “registered tax return preparers” brought under recent changes to Circular 230. The suit was brought by three independent tax preparers in conjunction with the Institute For Justice.


You can keep apprised of the latest developments and join the conversation at the following sites:


Can I schedule an RTRP test date? (updated 1.25.2013)
The IRS has temporarily shut down the online PTIN system; a test appointment cannot be scheduled at this time.

I am scheduled to take the RTRP test. Will I be able to take it? (updated 1.25.2013)
As of January 23, 2013, all test dates are suspended until further notice.

I am scheduled to take the RTRP test, will I get a refund? (updated 1.25.2013)
If you have scheduled to take the RTRP test, you can use the refund request form on the Prometric website, Prometric on their website or wait to see if the IRS will reinstate the RTRP exam. Contact Prometric at 800.853.6769 or 888.226.9336 for questions about refunds.

I took the RTRP test and passed, will I receive my certificate? (updated 1.25.2013)
The IRS has not answered this question at this time.

I received my RTRP certificate, can I continue to use the RTRP designation? (updated 1.25.2013)
At this time, the IRS has not commented on the future of this designation.

Do I need to get CPE for this year? (updated 1.25.2013)
EAs, CPAs and attorneys must continue to meet their CPE requirements, as do preparers who are regulated at the state level. At this time, the IRS has suspended the continuing education requirement for other paid preparers.  This could change if the court grants the IRS request for a stay. The IRS continuing education reporting system is still available and The Phoenix Tax Group continues to report all completed continuing education to the IRS.

Seminars from the 2012 IRS Nationwide Tax Forums Now Available Online

The 2012 IRS Nationwide Tax Forum seminars are now available as online webinars.  The actual live seminars were filmed by the NTFO (IRS Nationwide Tax Forums Online) and put online.  These are terrific resources for tax professionals.

The 2012 NTFO seminars cover many topics of interest to tax professionals including:

  • tax law updates,
  • registered tax return preparer regulations,
  • Treasury Circular No. 230 overview,
  • American Opportunity Tax Credit and Lifetime Learning Credit specifics,
  • new information on payment card and basis reporting requirements, and
  • EITC due diligence for preparers.

The webinars can be audited for free, or for a fee, Registered Tax Return Preparers, RTRP candidates, Enrolled Agents and CPAs can earn CPE credit. NTFO is registered with the IRS Return Preparer Office and the National Association of State Boards of Accountancy (NASBA) as a qualified sponsor of continuing professional education (CPE).

Tax professionals interested in these seminars should visit

PTIN Renewal Period Underway for All Tax Professionals

The online PTIN renewal process takes about 15 minutes. Renewed PTINs will be valid for calendar year 2013. The IRS also has significantly upgraded the PTIN system to make it easier to use and more intuitive. Preparers who have forgotten their log-in information, password, or email address can use online tools to resolve these issues. Access your PTIN account at For more information see IR-2012-79.

Many tax professionals will be required to complete 15 hours continuing education as a part of the PTIN renewal process.  The Phoenix Tax Group offers a 15 hour continuing education package that makes fulfilling the continuing education requirement a snap!

Visit our website for more information.