John Sheeley EA

Enrolled Agent in Greater New York City Area. Speaker to tax and accounting groups. Cofounder of continuing education Provider Tax Practice Pro.

[John Sheeley EA @johnsheeley]

AI is moving from “answers” to “action.” Agents like Claude Cowork are starting to handle real, repeatable work inside accounting firms.

Join Toni Witt for Claude Cowork & Agents for Accounting: An Introduction on May 28, 2026 at 3:00 PM ET
1 NASBA CPE ONLY

In this session, we’ll walk through:

What agents are (and what they aren’t)
Best practices for using & building agents responsibly
Live demos
Real-world use cases you can adapt inside your firm

🎟️ $89 — Register here: https://t.co/dPzgxSUTtb
(self-study recording not available for NASBA CPE credit.)
#AccountingTechnology #AIforAccountants #Workflow #AutomationTools #CPACommunity #TaxPros #FirmOperations #CPECredit #Claude #AgenticAI

[John Sheeley EA @johnsheeley]

@FortWayneCPA You could have saved gas, time and money by just having the hot dogs at Costco.

[John Sheeley EA @johnsheeley]

If you handle representation work (or you’re adding it), Appeals is where outcomes change—when you know what Appeals is actually doing.
Examination Appeals 2026 with Alan Pinck, EA
📅 May 28, 2026 | ⏰ 1:00 PM EDT | 🎟️ $89
2 IRS CE | 2 CTEC | 2 NASBA CPE
Register: https://t.co/dPj6bFhYDY

This program walks the examination Appeals process from the 30-day letter through the closing agreement, including:

When to appeal vs. when to let the SNOD issue and petition Tax Court

How to draft a protest: what it needs to include + how to frame disputed issues so an Appeals Officer can work them

What changes when the dollar threshold shifts the form of the request

The conference: what to bring, what Appeals can/can’t consider, and how ex parte rules shape the discussion

Why reading IRM Part 8 before you write the protest helps you see what the AO must do vs. may do—and where leverage sits

Who it’s for: Experienced EAs, CPAs, and tax attorneys handling representation work (or adding it).

(Self-Study recording not available for NASBA CPE credit.)

#TaxPracticePro #TaxControversy #IRSAppeals #IRSRepresentation #TaxResolution #TaxPros #EA #CPA #TaxAttorney #CE #CPE #IRSCE #NASBA #CTEC

[John Sheeley EA @johnsheeley]

When a client calls in a panic because their passport renewal is denied (or at risk), you need a clear, compliant path forward—fast.

Join Heather Posey, JD for this FREE live training:
✈️ Cleared for Takeoff: Resolving Passport Certifications
🗓️ Wednesday, May 27, 2026 • ⏰ 3:00 PM ET

You’ll walk away with practical guidance on:

What the IRS considers “seriously delinquent tax debt”
Key exclusions (statutory + discretionary) that can prevent/undo certification
How the IRS and State Department processes work in real cases
Resolution strategies and how to request expedited help for urgent travel needs

Save your seat (free): https://t.co/z4z1s2IjN7
1 IRS CE | 1 NASBA CPE | 1 CTEC (Self-study recording not available for NASBA CPE).

Tag a colleague who should attend!
Become a Member to watch this class and so much more unlimited CE for just $57/Mo Here: https://t.co/Qqb0IeRvUk
#TaxResolution #IRSHelp #TaxPros #TaxPractice #TaxRepresentation #TaxControversy #IRSCollections #TaxDebt #PassportIssues #CPAs #EnrolledAgents #TaxAttorney #CPE #CE #Webinar

[John Sheeley EA @johnsheeley]

Most offices aren’t “international tax” shops—until a client shows up with foreign accounts, a foreign-owned entity, or a nonresident filing requirement.

Join John Sheeley, EA for a practical, non-specialist-friendly session:
FREE Webinar: The International Forms Every Tax Office Should Know Post OBBBA
🗓️ Wednesday, May 27, 2026 | ⏰ 1:00 PM ET
👉 Register FREE: https://t.co/umkB91oBvB

You’ll learn when key forms may be required and what’s at stake when they aren’t filed, including: 1040-NR, 1120-F, 5471, 5472, 8865, 8621, 8858, 8938, 3520/3520-A, FBAR (114A) and more.

*Self-study recording not available for NASBA CPE credit.

Share with a colleague who should attend!

Become a Member to watch this class plus so much more unlimited CE for just $57/Mo Here: https://t.co/hwHzwIDHUz

#TaxPros #InternationalTax #TaxCompliance #IRSForms #FBAR #Form8938 #Form5471 #Form8865 #Form3520 #TaxPractice #EnrolledAgent #CPALife #CPE #IRSCE #NASBACPE #CTEC#OBBA #accounting

[John Sheeley EA @johnsheeley]

When a collections case involves multiple periods, noncompliance, high balances, and mixed resolution options, the “standard” playbook breaks down fast.

That’s why this session is built around case studies you’ll recognize from your own practice:

Case Studies in Complex Collections
🎤 Marc Dombrowski, EA
🗓️ Tuesday, May 26, 2026 | ⏰ 3:00 PM ET | ⏳ 2 hours

What you’ll sharpen in this program:

How to analyze complex fact patterns using the IRC, Treasury Regs, and IRM guidance
Evaluating resolution paths: IA, OIC, CNC, and appeals/CDP
Identifying key financial issues and assessing reasonable collection potential
Procedural + documentation considerations—and practitioner responsibilities under Circular 230

🎟️ $89 — Register here: https://t.co/y9bcIYsPcH
IRS 2 | NASBA 2 | CTEC 2 (Self-study recording not available for NASBA CPE.)

[John Sheeley EA @johnsheeley]

The IRS is expanding its digital platforms—and tax pros who know how to use them well can reduce back-and-forth and speed up client resolutions.

Join Jim Buttonow, CPA, CITP for a practical walkthrough:
Practical Uses of IRS Online Tools and Transcripts
🗓️ Tuesday, May 26, 2026 | ⏰ 1:00 PM ET | ⏳ 2 hours

You’ll cover:
✅ Current capabilities + where IRS online tools are headed
✅ Getting and managing access the right way
✅ Streamlining client support with electronic Forms 2848 & 8821
✅ When you’ll still need direct IRS interaction beyond filing
✅ Smarter transcript use + proactive client account access

Register: https://t.co/sNQ8vcOI8y
*Self-study recording not available for NASBA CPE credit.
Become a Member and watch this class plus so much more unlimited CE for just $57/Mo Here: https://t.co/Qqb0IeRvUk
#TaxPros #IRSOnlineAccount #IRSTranscripts #TaxResolution #IRSRepresentation #TaxPractice #TaxCompliance #EnrolledAgent #CPALife #TaxPreparer #CPE #IRSCE #NASBACPE #CTEC

[John Sheeley EA @johnsheeley]

Tax Pros get your weekly recap on everything you might have missed. Today Friday at 4 PM ET with John Sheeley for his Weekly Tax Update (05/22/2026) — a recap of tax industry events from this week.
🎙️ John Sheeley’s Weekly Tax Update (05/22/2026)
🗓️ Friday | ⏰ 4:00 PM ET | ⏳ 1 hour | 💥 FREE
👉 Save your seat: https://t.co/Lohg9SjdjG
(NO CE offered.)
Watch LIVE or Rewatch on YouTube: https://t.co/QbRvTyJW1w
#taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips

[John Sheeley EA @johnsheeley]

Don’t let the week’s updates sneak up on you Monday morning.
Get the recap Tomorrow Friday at 4 PM ET with John Sheeley for his Weekly Tax Update (05/22/2026) — a recap of tax industry events from this week.
🎙️ John Sheeley’s Weekly Tax Update (05/22/2026)
🗓️ Friday | ⏰ 4:00 PM ET | ⏳ 1 hour | 💥 FREE
👉 Save your seat: https://t.co/Lohg9SjdjG
(NO CE offered.)
Watch LIVE or Rewatch on YouTube: https://t.co/QbRvTyJW1w
#taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips

[John Sheeley EA @johnsheeley]

Complex IRS collection cases require more than form familiarity—they require analysis and strategy: financial diagnostics, RCP thinking, procedural timing, and a clear decision framework across competing collection alternatives.
Case Studies in Complex Collections uses real-world fact patterns (high-dollar liabilities, noncompliance, multiple tax periods) to help practitioners strengthen resolution decisions, including installment agreements, offers in compromise, currently not collectible, and CDP/appeals considerations—plus documentation requirements and Circular 230 responsibilities.
🗓 May 26, 2026 • 3:00 PM ET | 💳 $89
🎙 Marc Dombrowski, EA
🧾 2 IRS CE / CTEC / NASBA CPE*
Register: https://t.co/pdxHSqGPlV
*Self-study recording not available for NASBA CPE credit.
Become a Member and watch this class plus so much more unlimited CE for just $57/Mo Here: https://t.co/Qqb0IeRvUk
#TaxPros #TaxResolution #IRSCollections #OfferInCompromise #InstallmentAgreement #CurrentlyNotCollectible #CDP #TaxControversy #EnrolledAgent #CPALife #TaxPractice #IRSCE #NASBACPE #CTEC #TaxWebinar

[John Sheeley EA @johnsheeley]

The IRS is expanding digital tools quickly—but most firms aren’t fully leveraging them in day-to-day client service.
Join: Practical Uses of IRS Online Tools and Transcripts is designed to help tax professionals use IRS online platforms and transcripts more effectively to streamline post-filing support, manage authorizations, and resolve issues faster.
Topics include:
• IRS online platforms: capabilities and direction, plus access guidance.
• Electronically activating/submitting Forms 2848 and 8821.
• Strategic transcript use and proactive client account access to improve resolution workflows.
📅 May 26, 2026 • 1:00 PM ET | 💳 $89
🎙 Jim Buttonow, CPA, CITP
🧾 2 IRS CE / CTEC / NASBA CPE*
Register: https://t.co/sNQ8vcOI8y
*Self-study recording not available for NASBA CPE credit.
Become a Member and watch this class plus so much more unlimited CE for just $57/Mo Here: https://t.co/Qqb0IeRvUk
#TaxPros #IRSOnlineAccount #IRSTranscripts #TaxResolution #IRSRepresentation #TaxPractice #TaxCompliance #EnrolledAgent #CPALife #TaxPreparer #CPE #IRSCE #NASBACPE #CTEC

[John Sheeley EA @johnsheeley]

International tax mistakes can mean major penalties—and the rules don’t stand still. The 2026 International Tax Conference closes with sessions focused on high-stakes compliance, penalty exposure, and practitioner judgment—plus advanced case studies (including expatriation and treaty interaction).
🎟 Register: https://t.co/n4fYpAczfY
📍 New York City | 🗓 Oct 26–28, 2026 | ⏰ 8 AM–5 PM EDT
🎤 Featuring: Rita Ryan, JD, LL.M • Frank Agostino, Esq • Marina Hernandez, EA, CFP • John Sheeley, EA • Andrea Valois, VP
💥 Super Early Bird Pricing ends 5/31/26
✅ Bootcamp Day 1: $547 | Any 2 days: $897 | All 3 days: $997
Tag a colleague who should attend!
#InternationalTax #TaxPros #CrossBorderTax #TaxCompliance #TaxPlanning #FBAR #FATCA #TaxTreaties #ExpatTax #CPA #EnrolledAgent #TaxAttorney #CPE #IRSCE #NYCEvents

[John Sheeley EA @johnsheeley]

We’re live TODAY (3:00 PM) — FREE: Bankruptcy and Taxes
Get the practical overview: dischargeability basics, timing rules, and how liens are treated—so you can handle tough cases with more clarity.
Today FREE webinar, Bankruptcy and Taxes: Tools for Tackling Tough Cases with Heather Posey, JD
📆 May 21, 2026 | ⏰ 3:00 PM ET | ⏳ 2 hours | FREE
🎤Heather Posey, JD
🧾 2 IRS CE/CTEC/NASBA CPE*
👉 Register: https://t.co/pOmVQydQU4
*Self-Study recording not available for NASBA CPE credit.
Become a Member and watch this class plus so much more unlimited CE for just $57/Mo Here: https://t.co/Qqb0IeRvUk
#TaxPros #TaxPractice #BankruptcyAndTaxes #TaxControversy #TaxResolution #IRSCollections #TaxDebt #EnrolledAgent #CPALife #TaxAttorney #CPE #IRS #CTEC

[John Sheeley EA @johnsheeley]

Tax Pros your future self will thank you for not sending “pretty” AI drafts with zero support. 😬
This training is about building responses with facts, IRM/IRC citations, and a review process—so the letter is defensible, not just polished.
Today Join John Sheeley, EA for:
“This Letter is Brought to You by the Letters A & I”
🗓 May 21 | ⏰ 1:00 PM | 💳 $89
🧾 2 IRS CE/CTEC/NASBA CPE*
👉 Register: https://t.co/VOXXwSZlq7
*Self-Study recording not available for NASBA CPE credit.
Become a Member and watch this class plus so much more Unlimited CE for just $57/Mo Here: https://t.co/hwHzwIDHUz
#TaxPros #TaxPractice #IRSNotices #CP2000 #TaxResolution #TaxRepresentation #TaxCompliance #TaxTech #AITools #Circular230 #EnrolledAgent #CPALife #CPE #IRSCE #NASBACPE #CTEC

[John Sheeley EA @johnsheeley]

Tax season triage is real—so is the backlog of guidance you didn’t have time to read.

Join: While You Were Filing: IRS Guidance You Missed with Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP

Get a focused review of Treasury Proposed Regulations issued post-OBBBA, including No Tax on Car Loan Interest, Trump Accounts, No Tax on Tips, and No Tax on Overtime.

Register: https://t.co/cxB6ouh0LR
📅 Apr 30, 2026 | 1:00 PM | 💳 $89
🎓2 IRS CE / CTEC / NASBA CPE*

*Self-Study recording not available for NASBA CPE credit.
Tag a colleague who should attend!

Check Out Our New Website & Become a Member to watch this class and so much more unlimited CE for just $52/Mo Here: https://t.co/Qqb0IeRvUk

#UnlimitedCE #TaxPros #TaxEducation #ContinuingEducation #IRSCE #NASBACPE #CTEC #EnrolledAgent #CPALife #TaxPracticePro #TaxTraining #TaxUpdates

[John Sheeley EA @johnsheeley]

State conformity shouldn’t feel like detective work. 🕵️‍♀️

Join Jane Ryder, EA, CPA to get a clearer approach to managing late OBBBA adoption—so you can advise clients with confidence (and fewer “it depends” spirals).

Register for: State Conformity Chaos: Managing Late OBBBA Adoption with Jane Ryder, EA, CPA
👉 https://t.co/8c5ywmehvD
📅 Apr 28 | 🕐 1:00 PM | 💳 $89
🎓 2 NASBA CPE ONLY (No IRS / No CTEC)
*No NASBA CPE via self-study recording.

Tag a colleague who should attend!

Check Out Our New Website & Become a Member to watch this class and so much more unlimited CE for just $52/Mo Here: https://t.co/Qqb0IeRvUk

#taxpractice #tax #irs #ce #credits #cle #webinar #obba #ea #cpa #taxpracticepro #cpe #state #conformity

[John Sheeley EA @johnsheeley]

Tax season was a stress test and we all passed… barely. 😂✅
Now that it’s over, let’s switch from survival mode to staying-ahead mode.

Register for Today's Tax Update Friday 4:00 PM ET, Watch John Sheeley’s Weekly Tax Update (04/24/2026) — (Free).

Save your seat: https://t.co/8VhQLwRQn7
(NO CE offered.)

Watch LIVE or Rewatch on YouTube: https://t.co/QbRvTyJW1w
#taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips

[John Sheeley EA @johnsheeley]

Hiring remote tax pros sounds like the solution… until communication, workflow, and consistency start slipping.

Join A Conversation About Expanding with Remote Tax Pros for professional remote employee guidance with Andrea MacDonald, CPA

Scaling a practice with remote staff requires more than hiring—it requires structure.

👉 Register: https://t.co/WtLKKxeB04
📅 Apr 28, 2026 | ⏰ 3:00 PM | 💳 $89
🎓 2 NASBA CPE ONLY* (No IRS / No CTEC)
*Self-Study recording not available for NASBA CPE credit.

Tag a colleague who should attend!

Check Out Our New Website & Become a Member to watch this class and so much more unlimited CE for just $52/Mo Here: https://t.co/Qqb0IeRvUk

#tax #irs #remotework #remote #webinar #zoom #skype #chatgpt #claude #grok #ai #taxpractice #cpa #cpe #ea #ce #credit #taxfirm #taxattorney

[John Sheeley EA @johnsheeley]

If you’ve ever said “I need to check that state’s OBBBA conformity…” — you’re not alone. 😩
This training is built for tax pros navigating the messy reality of state conformity timing.

Register for: State Conformity Chaos: Managing Late OBBBA Adoption with Jane Ryder, EA, CPA
👉 https://t.co/8c5ywmehvD
📅 Apr 28 | 🕐 1:00 PM | 💳 $89
🎓 2 NASBA CPE ONLY (No IRS / No CTEC)
*No NASBA CPE via self-study recording.

Tag a colleague who should attend!

Check Out Our New Website & Become a Member to watch this class and so much more unlimited CE for just $52/Mo Here: https://t.co/Qqb0IeRvUk

#taxpractice #tax #irs #ce #credits #cle #webinar #obba #ea #cpa #taxpracticepro #cpe #state #conformity

[John Sheeley EA @johnsheeley]

Don't Worry Tax Pros You Didn't Miss the July 10th Refund Deadline... Only the Seminar.

There are over $320 billion dollars of Covid-Era Tax Penalties and Interest to be collected for your eligible clients. Be sure you and your clients are prepared when the July 10th Refund Deadline arrives!

Now Available On-Demand: The July 10th Refund Deadline You Didn't See Coming, "Kwong & Abdo: Recovering Pandemic-Era Tax Penalties and Interest" with Frank Agostino, Esq.

To Earn CE Credit Watch On-Demand Here: https://t.co/rya9BsDYh8

Learn how Kwong (2025) and Abdo (2024) changed the treatment of COVID-era penalties/interest—and how to turn IRS payments into refund claims before July 10, 2026 (for most taxpayers).

Due to the Kwong decision and the need to gather information, we have made our (FOIA) Webinar: Freedom of Information Act Secrets: Get the IRS to Open Up, FREE until July 10th!
Watch here: https://t.co/XZyuvzfaG5

Tag a colleague who needs to see this!

#TaxEducation #TaxProfessionals #IRS #CPECredits #CLECredits #TaxLaw #Accounting #TaxRefund #ContinuingEducation#cpa#ea