Join us for this workshop where Tax Attorney and National Speaker Eric Green will walk you through the IRS Collections process and how to utilize the rules to resolve your client’s nightmare with regards to everything from tax liens and tax levies to collection appeals. Given the current economic uncertainty there has never been a better time to add this specialized and highly sought-after service to your current practice. With 25 million taxpayers in trouble BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode. Eric will review the IR 2020-248 relief changes made by the IRS and the recent announcements about the changes to how enforcement will move forward through 2022 and beyond.
This special workshop will include the following:
The IRS Collection Process
The IRS Notices
Tools for Managing an IRS Representation Practice
Marketing: How to Find Clients
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Explain the IRS Collection process
Identify opportunities to help taxpayers resolve their outstanding tax debts
Describe how tax liens work and options for removing them
Explain the mechanics of a tax levy
Identify what is required for tax compliance
Explain the options for resolving an outstanding tax debt
Describe how to resolve tax issues with the Collection Appeals function
Due to the in-depth nature of this workshop, attendance is limited, so all attendee questions can be answered.
- Explain the IRS audit process
- Identify opportunities to resolve the audit to the benefit of your client
- Describe potential audit issues with cash intensive businesses
- Explain how the hobby loss rules work
- Identify the issues for representatives when they discover potential fraud
- Explain the appeals process
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Tax
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-00225-22-O
Title: The Ultimate IRS Collections Workshop
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by either email (firstname.lastname@example.org or by phone (203-285-8545) 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 Nicole Golino at email@example.com or by calling us at (203) 285-8545.
CPE Credits & Field of Study: Recommended 8 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