Handling an IRS Collection Case: From Initial Call to Offer Acceptance (Completed)

Date: Thursday, July 2, 2020
Instructor: Eric L Green
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

Many practitioners believe IRS collection activities to be random when in fact the process is a very direct and formulaic approach to resolving back tax debts. This program will explain the process so you can easily understand where your client is in the collection process, and where the opportunities exist to resolve your client’s back-tax issue. The program includes sample forms and letters so practitioners can see what the various IRS notices look like and recognize them when they show up.

Topics Covered

  • Understand where your client is in the collection process
  • Where the opportunities exist to resolve your client's back-tax issue
  • Sample forms and letters

Learning Objectives

  • Recognize how to explain the process so you can easily understand where your client is in the collection process
  • Identify where the opportunities exist to resolve your client's back-tax issue
  • Identify how to utilize sample forms and letters to see what the various IRS notices look like and how to recognize them when they show up

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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