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What to Do If Your Client Can't Pay the IRS (CLCP)

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Live Webinar SELECT STARTING AT $89 (1 date)

Credits: 2

Qualifies For: IRS CPE CTEC

Instructor(s): Dominique Molina, CPA, CTC

$89

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What to Do If Your Client Can't Pay the IRS (CLCP)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    IRS CPE CTEC

Overview

The IRS is not a pleasant creditor and most taxpayers tend to ignore their problems leaving them exposed to liens, levies, and seizures. Of course all of this means emergencies that you are left to fix, often at night and on weekends when you receive that call of panic! During this fast paced and entertaining class, instructors David Stone, EA (a former IRS offers desk agent) and Dominique Molina, CPA, CTS will explore proactive ways you can work with your clients to relieve their anxiety and provide clear manageable options to alleviate their stress (and yours!).

Major Topics:

  • The Collection Process
  • The 3 dreaded letters from the IRS
  • Phone Calls
  • In-person visits from agents
  • Liens, Levies and Seizures
  • Early Options: Accepted forms of payment, Installment Agreements, and Case
  • Assignments to Revenue Officers
  • Appropriate Forms: 433-A and 433-B
  • All about Installment Agreements
  • What will be approved?
  • Allowable expenditures
  • Form 911
  • Your rescue in cases of hardship
  • Offers in Compromise
  • Do's and Don'ts
  • Calculating Net Cash Flow
  • Current Practices
  • Circumstances where it will work to discharge IRS debts

Learning Objectives

  • Identify ways to assist clients if they are unable to pay the IRS
  • Recognize the IRS practices and procedures in collecting your client's debt

Designed for:

All tax preparers who may need to advise a client regarding an IRS debt they are unable to pay

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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