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  • CHARLES K. MONTECINO
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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$200.00
Cannabis Tax and Accounting Rules

 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..

$160.00
IRS Penalty Abatements

 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..

$200.00
ROTH IRAs

 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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