​The Civil and Criminal Tax Consequences of a Complicated Relationship On-Demand Online Workshop

8 CPE for AFSP, EA, CPA, CRTP

Register 

Premium: $0 | Professional: $203 | Basic: $257 | Nonmember: $270​

Summary

Learn how to navigate the complex world of IRS investigations, collection procedures and the offer-in-compromise (OIC) program. In this workshop, we will provide a comprehensive review of IRS criminal and civil investigation procedures, and walk you through the process of taking an exam to Appeals and United States Tax Court. We’ll also break down an actual innocent spouse case from start to finish and offer an in-depth analysis of the IRS collection and OIC programs, including how the reasonable collection potential is calculated. You will learn strategies to help your client resolve their issue quickly and efficiently, and how to charge for these services to create a whole new revenue stream.

Join us for this workshop where we will walk through an actual client case that started as a criminal tax investigation, turned into a civil audit, divorce, innocent spouse battle and OIC. This special workshop will include the following:

  • A review of IRS criminal and civil investigation procedures
  • Taking the exam to Appeals and United States Tax Court
  • A breakdown of an actual innocent spouse case from start to finish
  • An in-depth analysis of IRS collection and the OIC program
  • How reasonable collection potential is calculated by the IRS
  • Strategies you can employ to help your client resolve their issue quickly and efficiently
  • How to charge for these services and create a whole new revenue stream

Objectives

Upon completion of this course, you will be able to:

  • Explain the offer-in-compromise process and how the IRS program works
  • Identify opportunities to help taxpayers make themselves a better offer-in-compromise candidate
  • Describe how the IRS calculated reasonable collection potential
  • Explain the requirements to qualify for an offer-in-compromise
  • Identify what is required to maintain tax compliance
  • Describe how to prepare an appeal of a denied offer

Course details

This workshop includes the presentation slides ​and access to the workshop recording.

​Presented by: Eric L. Green, Esq.
Course year: 2023
Duration: 8 credit hours
Course level: Intermediate
Prerequisite: Knowledge of federal income taxation and Circular 230 rules
Advanced preparation: None
Delivery method: QAS Self Study

CPE creditsDesignationField of study
IRS8
AFSPFederal Tax Law Topic
IRS8
EAFederal Tax Law Topic
NASBA8
CPATaxes
CTEC8
CRTPFederal Tax Law Topic
CFP Board0CFP®N/A

How to earn CPE

To receive credit for this on-demand online workshop, you must make at least one attempt to answer each of the review questions included with the video. You must also successfully pass the course exam with a score of 70% or better. The course and exam will expire one year from the date of purchase.

Cancellation policy

​Because this is an online education offering, it is nonrefundable.​​



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