Intro to Tax Resolution: A Sweeping Overview of IRS Collections Representat...

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This is online webinar for 1 CE/CPE hour is presented Mondays at 9am Pacific / 11am Eastern.

This basic level training session will cover the origin of federal tax liabilities, the basics of tax liens and the IRS Collections process, and the basics of the major resolution options we have available to us as practitioners to help our clients.

This 1-hour webinar should be viewed as a "survey class", and will lightly touch on a number of topics relevant to the process of resolving client tax debts.

NASBA & IRS Approved CE Provider

Course Objectives

  • Understand how tax debts arise and how the IRS goes about collecting them.
  • Explain the difference between lien withdrawal and release.
  • Gain an understanding of the multiple resolution tools available, such as Installment Agreements, Currently Not Collectible status, Offers in Compromise, and what the benefits of each are.

Subject Area: Taxes (IRS: Federal Tax)
Level: Basic
Preparation: None required.
Prerequisite: None.
Credit: 1.0 CPE hours for EAs and CPAs.

IRS Program Number: 4Y1UP-T-00037-17-O

NASBA Registry ID: 140945

Texas State Board of Public Accountancy CPE Sponsor ID 010474

Tax Marketing HQ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Sorry, this session is not being offered for attorney CLE credit.

About the Instructors

Jassen Bowman, EA, CTR spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 400 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and Tax Resolution Systems, a checklist manual for practitioners.

Dan Henn, CPA, CTR is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, and tax columnist with Florida Today. With over two decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes and IRS Collection cases.

What Others Are Saying

"The instructor was knowledgeable and clear." -Natalie Mitchell, EA

"It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation." -Marsha Tisdale, EA

"Practical information for our practice future." -Donna Henderson, EA

"Great information source." -Robert Pavicic, EA

"Jassen is very knowledgeable and boils down complicated information into what is applicable, useable and practical." -Karen Stevenson, EA

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