Resolving a Client's Tax Issue On-Demand Online Workshop
8 CPE for AFSP, EA, CPA, CRTP
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Summary
There are 22 million taxpayers who have not filed their taxes, paid their taxes or both. Plus, there are many issues that might involve IRS exams, and letters and outstanding balances, including foreclosure, divorce and bankruptcy, that an increasing number of taxpayers are expected to face in the coming year(s) as a result of how the economy reacts to our new reality. The time to start helping taxpayers resolve their tax nightmares has never been better. Knowing how to represent your taxpayers before the IRS and take care of any IRS correspondences will add value to your business, making you even more valuable to your clients. In this eight-hour workshop, Attorney Eric Green will walk through the various issues that stroll in off the street and how to work through resolving them. Leave with the confidence to add representation to your firm’s offerings and become your clients most invaluable financial resource.
Objectives
Upon completion of this course, you will be able to:
- Reopen closed assessments
- Challenge joint liability for the innocent spouse
- Define penalties and practice penalty abatement
- Outline collection alternatives including installment agreements, offers in compromise, uncollectible status and bankruptcy
- Review and explain case studies
Course Details
This workshop includes the presentation slides and access to the workshop recording.
Presented by: Eric L. Green, ESQ.
Course Year: 2020
Duration: 8 Credit Hours
Course Level: Intermediate
Prerequisite: Knowledge and experience with individual taxation and IRS communications
Advanced Preparation: None
Delivery Method: QAS Self Study
| CPE Credits | Designation | Field of Study |
|---|
| IRS | 8 | AFSP | Federal Tax Law Topic |
| IRS | 8 | EA | Federal Tax Law Topic |
| NASBA | 8 | CPA | Taxes |
| CTEC | 8 | CRTP | Federal Tax Law Topic |
| CFP Board | 0 | CFP® | N/A |
How to Earn CPE
To receive credit, you must make at least one attempt to answer each of the review questions included with the course video. You also must 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.
