Mastering IRS Collections Workshop!
Enhance your tax resolution skills with expert guidance
Thursday, May 9, 2024 | 1pm – 5pm Eastern | via Live Webinar
4 Hours for EAs and CPAs!
Enhance your tax resolution skills with expert guidance from renowned Tax Attorney and National Speaker Eric Green. In this exclusive workshop, delve into the intricacies of IRS Collections to deftly maneuver through the realms of tax liens, levies, and collection alternatives like Offers-in-Compromise, installment agreements and uncollectible status. Discover invaluable strategies to resolve your client’s tax nightmare and expand your practice’s offerings at a crucial time of increasing IRS enforcement.
Unpack vital components such as the IRS Collection Process, deciphering IRS Notices, navigating Installment Agreements, and mastering the art of Offers-in-Compromise. With more than 25 million taxpayers in the IRS’s crosshairs, the demand for skilled professionals to guide them is skyrocketing.
Walk away not only with in-depth knowledge but also with actionable resources — from checklists to sample letters, Eric Green will provide you with the arsenal you need to confidently handle IRS Collections and grow your client base. Plus, learn innovative marketing techniques that have the potential to add significant revenue to your practice.
This workshop is not just about credits, it’s about elevating your expertise and enhancing your career. Don’t miss out on the opportunity to join the ranks of the elite few who can effectively manage the IRS Collections process.
Learning Objectives:
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Explain the IRS Collection process
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Identify opportunities to help taxpayers resolve their outstanding tax debts
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Describe how tax liens work and options for removing them
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Explain the mechanics of a tax levy
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Identify what is required for tax compliance
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Explain the options for resolving an outstanding tax debt
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Describe how to resolve tax issues with the Collection Appeals function
Attendees of this course will receive everything they need, from checklists to sample letters! Including all this:
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Engagement Letter – Transcript Analysis
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Engagement Letter – Hourly Representation
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IRS Collection Document Checklist – Individual
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IRS Collection Document Checklist – Business
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FOIA Request – Admin File
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Conflict Waiver
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Cover Letter for an Installment Agreement
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Cover Letter for a Partial Pay Installment Agreement
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Cover Letter for an Offer-in-Compromise
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Request for Decertification for Passport Renewal
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Revocation of a Power-of-Attorney
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Letter for Release of Levy Due to Hardship
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Letter to a Revenue Officer – CNC Status
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Letter to ACS for CNC Status
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Letter to clients – What to Do If You Cannot Pay The Taxes?
Due to the in-depth nature of this workshop, attendance is limited, so all attendee questions can be answered.
EDUCATION INFORMATION
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Taxation
CPE: 4 hours
IRS CE: 4 hours
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-T-00341-24-O
Title: Mastering IRS Collections
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
CPE Credits & Field of Study: Recommended 4 CPE Credit Hours in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour