IRS Practice Series: 10 Steps to Resolving Collection Issues (Completed)

Date: Tuesday, May 28, 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 will discuss the various options available for resolving Collection Issues. The course will review the qualifications and benefits for each type of resolution, and walk you through deciding which path will provide the best outcome for the client's individual situation.

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 grow their business into this rapidly expanding market.

Topics Covered

  • Collection Statute of Limitations
  • Audit reconsideration
  • Penalty abatement
  • Installment agreement (IA)
  • Currently non-collectible status (CNC)
  • Qualifying for Offer-in-Compromise (OIC)
  • Types of OICs available
  • Payment options — and strategies
  • Bankruptcy of tax debt

Learning Objectives

  • Identify the methods for resolving collection issues
  • Recognize how to expand practice base to include representation


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
IRS Practice Series: Overview of Collection Issues (or equivalent knowledge)

Advance Preparation

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