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Problem Resolution & Representation
Duration: 100 minutes
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Delivery Method: Self-Study
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CPE Credits |
Designation |
Field of Study |
| IRS * |
2 |
EA |
Federal Tax Law Topic |
| NASBA |
0 |
CPA |
N/A |
| CTEC |
2 |
CRTP |
Federal Tax Law Topic |
| CFP Board |
0 |
CFP® |
N/A |
* NATP will report CPE credits to the IRS for all PTIN holders. CPE is currently not mandatory for RTRPs or RTRP candidates and any option to register or participate in this program is strictly voluntary.
Fees: $49 for Members and $60 for Nonmembers
Summary
For your clients, typically no good can come from receiving an IRS letter. It almost always says there was a problem with a previously filed return and that they owe additional tax, interest and maybe even penalty. Your clients need your advice; attend this webinar and be ready to help. We will go over the various types of IRS notices and show you the most effective way to respond. Identify the rules as they relate to filing a power of attorney to respond on his or her behalf. In the event your client is on the hook for the tax owed, learn how to properly file an offer in compromise and an installment agreement. Don’t be caught off guard the next time your client presents you with a notice.
Objectives
Upon completion of this webinar, you will be able to:
- Identify types of and respond to IRS notices
- Complete Form 2848, Power of Attorney and Declaration of Representative
- Submit offers in compromise and installment agreements to the IRS
- Follow the proper channels through the appeals process
Presenter: Lawrence (Larry) Zimbler, MST, EA
CPE Sponsor Information
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