Upcoming Programs & Events

This program will cover the various forms of Innocent spouse relief and how members should build and documents their client’s case to seek relief from a joint liability.  We will also cover strategies for utilizing hardship for relief and how to seek to have the joint returns filed rejected.  Finally, we will discuss injured spouse relief, what it is and how to use it to help clients.

This program will do a deep dive into how to calculate the client’s “Reasonable Collection Potential”, what constitutes income, and go expense by expense so that members can see how the IRS will review the Offer, how to determine if the client is an Offer candidate, and what legitimate financial moves the client can make to assure their Offer is accepted.

There are four forms of Offer-in-Compromise: DATL, ETA, DATC-Deferred and DATC-Lump-Sum.  Which of these programs you select will depend upon a number of factors, including the taxpayer’s personal situation and what is driving their RCP calculation.  In this training session we will dissect the four forms of Offers and review each in detail, including using case studies so that members know what program to use and when.

We will walk you through the IRS Collection process from start to finish using exhibits and samples so members know exactly where clients are in the process and what can be done to resolve the issue.

Join us as we walk the members through the ins-and-outs of federal tax liens, including the filing of the Notice of Federal Tax Lien, the priority rules against other creditors, and how to help client’s deal with the lien, including having it withdrawn, having assets discharged from the lien, and having the lien subordinated to other creditors.

We will explain the domestic voluntary disclosure rules and how the program works, and when practitioners should consider it to help clients correct their past misdeeds.