Useful Links:

IRS.gov

Tax Professionals Home

All Forms and Instructions

Stakeholders Partners'
Headliners

Training and
Communication Tools

e-Services

Taxpayer Advocate Service

Disaster Relief

Internal Revenue Bulletins

IRS Social Media

Upcoming Events

Seminars, Workshops, Conferences, and Other Practitioner Activities By State:

Nationwide Webinars

Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas

Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina

North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming

Back to top

Issue Number:  2025-30

Inside This Issue

1. IRS Nationwide Tax Forum: 2025 IRS Nationwide Tax Forum: Special Events and More
2. Tips to help tax professionals protect client information
3. July 25 Webinar: Don't Fall for the Dirty Dozen Tax Scams Scam Avoidance and Recovery
4. IRS issues interim guidance to improve Large Business & International examination process

1.  IRS Nationwide Tax Forum: 2025 IRS Nationwide Tax Forum: Special Events and More

Still deciding on whether to attend the IRS Nationwide Tax Forum? The Tax Forum events provide more than just continuing education credits. Two special informational events are available to forum attendees in addition to earning up to 18 education credits:

• Practice Management: Tax Forum association partners NAEA, NATP, NSA, NSTP and Padgett will present ideas on how you can attract and manage customers, increase your productivity and have a more satisfying work-life balance
• Scams & Schemes Panel Discussion: Scammers are targeting the tax pro community. Join CERCA and the IRS for a panel discussion that will equip you to protect yourself and your practice

Attendees also have access to:

• The Expo Hall, where you can share your perspective with IRS representatives at the IRS Zone amidst many other industry vendors
• The new Digital Account Services Room, where you can make your appointment on-site to address issues with Tax Pro Accounts, PTIN accounts
• Virtual Survey and Focus groups to provide feedback directly to the IRS

The 2025 IRS Nationwide Tax Forum remaining open cities include Orlando, Aug. 26-28, Baltimore, Sept. 9-11, and San Diego, Sept. 16-18. For more information and to register, visit IRS Nationwide Tax Forum.

Back to top

2.  Tips to help tax professionals protect client information

Tax professionals are required by law to create a Written Information Security Plan – or WISP – to protect their clients’ data. The IRS and the Security Summit partners have created an easy-to-follow guide that outlines the basics and walks tax professionals through the ins and outs of starting and maintaining a plan.

Creating a WISP
A WISP protects client information most effectively when tailored to the size, scope, complexity and sensitivity of the customer data it handles. A WISP should focus on:

• Employee training and management
• Information systems
• System failure detection and management
  
  

WISP requirements
As a part of their security plan, each tax professional needs to:

• Designate one or more employees to coordinate its information security program
• Evaluate the effectiveness of the current safeguards for controlling those risks
• Identify and assess risks to customer information in each relevant area of the company's operation
• Design and implement a safeguards program and regularly monitor and test it
• Contract a service provider that maintains safeguards and handling of customer information

Tax professionals should always be evaluating and adjusting their WISP based on any relevant circumstances pr changes or results of security testing and monitoring. For more on security awareness and WISPs, check out the Security Summit summer series.

Back to top

3.  July 25 Webinar: Don't Fall for the Dirty Dozen Tax Scams Scam Avoidance and Recovery

Join the IRS for an upcoming webinar, Understanding Form 2290 – Heavy Highway Vehicle Use Tax, scheduled for Thursday, July 31, 2025 at 2pm ET. During the two-hour seminar, IRS presenters will:

• Review Form 2290 Filing Requirements
• Discuss Form 2290 Due Dates
• Explain Form 2290 E-Filing Requirements
• Address Heavy Highway Vehicle Use Tax: Payment Options
• Answer questions from the audience

Tax professionals can earn up to two CE credits. To see a complete list of webinars, visit the Upcoming Webinars page on IRS.gov.

Back to top

4.  IRS issues interim guidance to improve Large Business & International examination process

The IRS issued a memorandum highlighting changes aimed at reducing case cycle times for corporate taxpayers, making examinations more customer-driven, consistent and efficient. The Interim Guidance Memorandum (IGM), Reinforcing the Customer Focused, High Efficiency Large Business & International Examination Process, fosters a culture of collaboration with taxpayers to resolve issues.

These changes are intended to enhance taxpayer service and tax administration by streamlining examination resources, facilitating timely issue resolution, reducing interest costs, expediting tax certainty and reducing the exposure to future deficiencies.

Throughout implementation of these changes in 2025 and 2026, the IRS welcomes and encourages feedback from the public. Feedback can be sent to *LBI Policy Feedback. 

Back to top