Author: Eva Rosenberg, Michael Rozbruch
This course will discuss Collection Information Forms and use of National Standards and how to support your claims.
This webcast will 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.
Publication Date: June 2016
Designed ForAny 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.
NASBA Field of Study
Taxes (2 hours)
Program PrerequisitesIRS Practice Series: Overview of Collection Issues and IRS Practice Series: 10 Steps to Resolving Collection Issues (or equivalent knowledge)