Speaker Profile
CHARLES K. MONTECINO
Charles K. Montecino, CPA, CTRS
Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has significant experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.
He is also known as “The Tax Problem Solver” because he solves tax problems!
He works with taxpayers that for various reasons find themselves at odds with the Internal Revenue Service. He regularly works with those that have unfiled returns, unpaid balances, payroll tax issues, innocent and injured spouse issues and those under audit.
He has spent his 40 plus years career in public accounting, and over 35 of them running his own firm. He has been a tax resolution specialist for over 25 years. He is a licensed CPA in New Jersey and is also a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and the Cannabis Special Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and The American Society of Tax Problem Solvers.
He earned his accounting degree from Rutgers University. When he is not working, he enjoys watching the Philadelphia Phillies, Philadelphia Eagles and the Rutgers University football team. He also enjoys golfing, fishing, traveling, reading and spending time with his wife, children and grandchildren.
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Charles K. Montecino
March 21 2025
01 : 00 PM EST
120 Minutes
Basics of Tax Resolution - Part 1
For Webinar Series PART 1 and PART 2 Click Here: Basics of Tax Resolution - Webinar Series You will obtain a basic foundation of the various topics that you will need to know to represent clients that are in trouble with the IRS. This includes:Collection issues-the various options to pay or settle the balance due; the IRS collection options. Marketing-learn how to market to taxpayers with IRS..
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Charles K. Montecino
April 25 2025
01 : 00 PM EST
120 Minutes
Basics of Tax Resolution - Part 2
You will obtain a basic foundation of the various topics that you will need to know to represent clients that are in trouble with the IRS. This includes: IRS Audits-the various types of audits and how to represent your clients and get a good resultPenalties-every year the IRS issues millions of penalties. Many of them are wrong Learn how to recognize the incorrect ones and how to get them abated..
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Charles K. Montecino
May 09 2025
01 : 00 PM EST
120 Minutes
Offers in Compromise-Settle Tax Debts for Less Than What is Owed
In this webinar you’ll learn:How to calculate an acceptable Offer amount?How to recognize when a client qualifies?How to complete the necessary forms?How to qualify someone that does not qualify to have an acceptable offer?How to appeal it when they unjustly deny the Offer filing. The difference between the three types of Offers in Compromise and how to prepare and file each one.Effective Tax Administration..
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Charles K. Montecino
June 03 2025
01 : 00 PM EST
120 Minutes
Cannabis Tax and Accounting Rules
What will be covered includes:Internal Revenue Code (IRC) Section 280E, the most important section in preparing tax returns for the legal cannabis industryHow do you make the necessary allocations to your accounting system for IRC 280E, IRC 263A, and IRC 471?The implications of Chief Counsel Memorandum 2015-4011The differences in legal cannabis industry tax returns as they relate to audits, collections, app..
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Charles K. Montecino
July 01 2025
01 : 00 PM EST
60 Minutes
IRS Penalty Abatements
You will learn the four types of penalties: First-time penalty abatements How to request an abatement?The reasons for filing the return lateThe state of mind of the taxpayerYou will also receive sample letters to use in requesting a penalty abatement for your clientAreas Covered The course will cover these penalties and how to have them abated:Failure to fileFailure to make depositsFailure to payIt will cov..
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Charles K. Montecino
August 05 2025
01 : 00 PM EST
120 Minutes
ROTH IRAs
This course will cover:The differences between Regular and Roth IRAs The pros and cons of Roth IRAs The withdrawal rules Conversion rulesRecharacterization rulesWhy they are a good investmentWhy they should be considered a good retirement toolAreas Covered The course will cover:Contribution limitsIncome limits How to do a conversion Tax payments associated with a conversion Pros and cons of a conversion Req..
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Charles K. Montecino
September 04 2025
01 : 00 PM EST
60 Minutes
Independent Contractors- Are They Independent or Aren’t They?
In this webinar, we’ll define what independent contractors and employees are. You’ll be provided with examples as well as explore the pros and cons of classifying someone as an independent contractor. You’ll also learn the penalties for misclassifying them. We’ll cover the business relationships, pros and cons, how an independent contractor is taxed and deductions they can take, penalties for misclassificat..