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IRS Collections Financial Analysis: A Sweeping Overview

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Free 1-hour CE/CPE class covering the fundamentals of the IRS Collection Financial Standards and IRM Financial Analysis Handbook.

About this Event

The IRS has pre-set dollar limits for the household expenses that a taxpayer is allowed credit for in determining their ability to pay back tax debts.

Join tax resolution expert Jassen Bowman, EA, CTR™ for this 1-hour CE/CPE live training that will cover the basics of these household expense items. In addition, he will cover the basics of how the IRS conducts a financial analysis for a taxpayer. Lastly, you will delve into the financial form most frequently used by IRS personnel that you'll reach at a call center, the Form 433-F.

Understanding the allowable expenses that a 1040 debtor can claim and running the numbers to see what resolution pathway they are eligible for are two of the most critical tasks that you conduct on every individual tax debt case -- regardless of how much they owe or any other factors. Literally, every case you work will require application of this critical skill.

Note: This class is presented via Zoom. You will receive the direct Zoom link upon registration.


		IRS Collections Financial Analysis: A Sweeping Overview image

Course Objectives

  • Define the purpose of the Collection Financial Standards.
  • Understand basic concepts from the IRM Financial Analysis Handboook.
  • Utilize Form 433-F in the resolution of Automated Collection System (ACS) cases.

Special Bonus: When you register for this webinar, you will also receive complimentary access to two valuable resources: The Tax Resolution Daily Marketing Checklist plus the Real Life Fee Example Guide.

Continuing Education Information

  • Delivery Method: Group Internet Based
  • Credit: 1.0 CE/CPE hours for EAs and CPAs
  • Subject Area: Taxes (IRS: Federal Tax Law)
  • Prerequisite: None.
  • Program Level: Basic
  • Advance Preparation: None required.
  • IRS Program Number: 4Y1UP-T-00145-21-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: www.nasbaregistry.org.

About the Instructor

Jassen Bowman, EA, CTR™, NTPI® Fellow spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 500 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.

For additional resources for growing a successful tax resolution firm, CPE classes, and information on the Certified Taxpayer Representative™ designation, visit https://TaxResolutionAcademy.com.

What Others Are Saying About Our Classes

"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"I like your honesty when presenting the materials such as what works and what doesn't work." -Sharon Ishii, EA

"Excellent... Provided a great deal of useful information and gave me food for thought." -Anthony Nazarowski, EA

"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

"I always enjoy and learn a lot in Jassen and Dan's webinars, Thank you!" -Jennifer Ginther, EA

"Now I have an idea in which direction I will turn my career. Thank you!" -Yelena Lipovetsky, EA

Note: This class is conducted via Zoom. Before the class, you are encouraged to try a test session to make sure your system is properly set up.

For additional information about our comprehensive tax resolution training program, learn about becoming a Certified Taxpayer Representative™.

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