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Test Drive: Masterclass - IRS Collections

This content is only accessible during your TEST DRIVE.

Master Class: IRS Collections

The IRS Collection MASTERCLASS in conjunction with Eric Green’s Best Selling book, The Accountant’s Guide to IRS Collection – 2nd Edition.

If you have not yet downloaded the book, go here.

  • Introduction
  • The IRS Collection Process
  • The Collection Client
  • Federal Tax Liens
  • The Federal Tax Levy
  • Collection Alternatives
  • Collection Appeals
  • Challenging an Assessed Tax
  • Taxpayer Advocate Service

Introduction

Introduction

Welcome to the IRS Collections Masterclass. Here is a quick introduction from Eric.

The IRS Collection Process

The IRS Collection Process

In this section, Eric discusses:

– Policy Statement 5-2: Collecting Principles
– How Did the Taxpayer Get Here?
– File the Damn Returns!
– Delinquent Returns
– True Client Story
– The IRS Collection Division
– Collection Appeals
– The Statute of Limitations
– Federal Tax Liens
– Federal Tax Levies

The Collection Client

The Collection Client

In this section, Eric discusses:

– Consultations
– Getting Retained
– Getting into Tax Compliance
– Estimated Taxes
– Open Your Freakin’ Mail!
– Talking to the IRS

Federal Tax Liens

Federal Tax Liens

In this section, Eric discusses:

– Impact of the Federal Tax Lien
– Withdrawal of Liens at $25,000 or Less
– Liens are Self-Releasing
– Where NFTLs are Filed
– The Right to a Hearing – Letter 3172
– Discharging Assets from  a Tax Lien
– Subordinating a Tax Lien
– Foreclosure of a Federal Tax Lien

The Federal Tax Levy

The Federal Tax Levy

In this section, Eric discusses:

– The Regular Levy & The Continuing Levy
– Levy on Retirement Accounts
– Avoiding a Federal Tax Levy

Collection Alternatives

Collection Alternatives

In this section, Eric discusses:

– Installment Agreements
– Uncollectible Status
– Offers-in-Compromise
– The Offer-in-Compromise Program
– Lump-Sum Offers
– Short-Term Deferred Offer
– Reasonable Collection Potential (RCP)
– Bankruptcy

Collection Appeals

Collection Appeals

In this section, Eric discusses:

– Collection Due Process
– The Appeals Hearing
– Equivalent Hearings
– Collection Appeal Process (CAP)

Challenging an Assessed Tax

Challenging an Assessed Tax

In this section, Eric discusses:

– Audit Reconsideration
– Collection Due Process (CDP)
– Doubt-as-to-Liability Offer-in-Compromise (DATL-OIC)
– Innocent Spouse Relief

Taxpayer Advocate Service

Taxpayer Advocate Service

In this section, Eric discusses:

– Contacting TAS
– Low-Income Taxpayers & LITCs

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