IRS Practice Series: Hands-on Collections Workshop (Completed)

Date: Tuesday, June 4, 2019
Instructor: Eva Rosenberg
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

This course discusses Collection Information Forms and use of National Standards and how to support your claims. We will also discuss the various "how to" gather, understand and present documentation to support your case. The course will guide you through the 433 series of forms and explain when each form is used, what the national standards are and when to use them, when and how you can go beyond those standards and the documentation necessary, and helping you clients "plan their expenses" to get the best deal.

Who Should Attend
Any proactive, current or prospective, Circular 230 practitioner that understands the IRS is ramping up the "close the tax gap". Tax practitioners who want to protect their existing clients from IRS' predatory collections action. And tax practitioners who want to grow their business into this rapidly expanding market.

Topics Covered

  • Taxpayer Compliance
  • 433 Form series
  • National Standards for living expenses
  • Supporting documentation and strategies

Learning Objectives

  • Illustrate Collection Information forms, use of National Standards and how to support your claims
  • Identify ways tax practitioners can learn to expand their practice base to include representation

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
IRS Practice Series: Overview of Collection Issues and IRS Practice Series: 10 Steps to Resolving Collection Issues (or equivalent knowledge)

Advance Preparation
None

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