Linkedin

Catharine O'Connor

Tax Mentor
Head of Education
catharine@taxmentor.com

Taxmentor
Catharine is a skilled attorney with diverse experiences in managing client relationships and employees. Since 2012, she has successfully helped clients and employees navigate the complex and bureaucratic rules of the Internal Revenue Service.

About Us: From the makers of Tax Help Software comes the next GAMECHANGER for the Tax Industry. Created by tax pros for tax pros, Tax Mentor is your go-to resource for practical and principled tax resolution training.

So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.

Archived Webinars

END CP2000 NOTICES: UNDERSTAND & AVOID AUTOMATED UNDERREPORTER (AUR) AUDITS
Recorded Date January 9, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
FIRST TIME PENALTY ABATEMENTS (FTA) MADE EASY
Recorded Date January 9, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
LEVERAGING IRS TRANSCRIPTS TO AVOID TAX PREP SURPRISES
Recorded Date January 8, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
NAVIGATING IRS INSTALLMENT AGREEMENT OPTIONS
Recorded Date October 31, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
DEALING WITH CLOSED EXAMS: TIPS FOR HELPING CLIENTS WHO IGNORED THE IRS
Recorded Date October 30, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, Enrolled Agent, Small Business Owner     
FORMS 8821 AND 2848 MADE EASY
Recorded Date June 15, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
HOW TO DETECT & MITIGATE IRS EXAMS BEFORE THEY BEGIN
Recorded Date April 24, 2023  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
HOW TO SUBMIT 2848/8821 FORMS SUCCESSFULLY 95% OF THE TIME - EXPANDED
Recorded Date April 20, 2023  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
IRS STATUTES OF LIMITATION DATES: ASED, RSED, & CSED
Recorded Date January 4, 2023  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
1099-K OVERLOAD: HOW TO PROTECT YOUR CLIENTS AND YOUR PRACTICE
Recorded Date December 29, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
HOW TO SUBMIT 2848/8821 FORMS SUCCESSFULLY 95% OF THE TIME: PART 2
Recorded Date July 8, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
HOW TO SUBMIT 2848/8821 FORMS SUCCESSFULLY 95% OF THE TIME: PART 1
Recorded Date July 7, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
IRS LEVIES: WHAT YOU NEED TO KNOW
Recorded Date April 28, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
2021 TAX CREDITS: AVOIDING DELAYED REFUNDS
Recorded Date January 18, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
FUNDAMENTALS OF THE IRS TRUST FUND RECOVERY PENALTY (TFRP)
Recorded Date September 8, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
IRS & COVID: IRS RESPONSE AND WHAT TAX PROS NEED TO KNOW MOVING FORWARD
Recorded Date December 15, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other