IRS Collections Representation Level 2: Online - January 17-18, 2019

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This online CPE class will be held on Jan. 17 & 18, 2018 from 8:00am - 11:30am PST (11am - 2:30pm EST) both days for a total of 8.0 CE/CPE hours.

IRS Collections representation, commonly referred to as tax resolution, is one of the most lucrative services you can offer as a tax professional. Right now, over 14 million taxpayers owe back tax liabilities to the federal government.

During this course, you will learn advanced case resolution processes, including utilization of the Offer in Compromise tool, how to work with Appeals, and how to deal with tax lien issues. You will not only learn the applicable tax law and IRM procedures, but also participate in hands-on learning exercises to apply the material in a case study fashion. On top of that, you'll learn how to market and sell this unique service, including to one niche market that tends to need help the most.


Offers in Compromise

The IRS Offer in Compromise is by far the least common option available to taxpayers to resolve their tax debts (only 0.31% of Collections cases were resolved via OIC in FY2017). However, for the taxpayer that qualifies, the program is an incredible opportunity to start over. In addition, learning about the OIC program provides practitioners with an important view of the IRS financial analysis process. This session will take a deep dive into the fundamentals of the OIC program. Attendees will learn how to assess eligibility based on financial analysis and understand the process for OIC application, review, and post-acceptance responsibilities.

Session Objectives

  • Understand the pros and cons of Offers in Compromise.
  • Understand the eligibility requirements and conditions of the OIC program.
  • Define the different types of Offers and their payment options.
  • Understand the role of RCP and how to calculate it.
  • Understand the OIC investigation process and taxpayer responsibilities following Offer acceptance.

Appeals - Your BFF at the IRS

As a tax resolution specialist, you will spend a significant amount of your case work time interfacing with Appeals. This independent division within the IRS serves as part of the system of checks and balances to ensure that Collections personnel are following laws and regulations, as well as protecting taxpayer rights. During the course of my career, well over half my case resolutions have come from Appeals. This session will delve into how to work with Appeals, plus the specific processes for the two most common Appeals routes you'll take when working Collections cases.

Session Objectives

  • Understand the role of Appeals within the IRS.
  • Apply the Collection Due Process Appeal to help your cleints.
  • Apply the Collection Appeals Program to help your clients.
  • Understand the options for TFRP and OIC Appeals.
  • Define Appeals outcomes.

Tax Liens: Withdrawal, Subordination, & Discharge

The presence of a tax lien can be detrimental to a tax debtor's credit, and even put their job or business at risk. This course will explore the options for addressing tax lien issues. In particular, we'll cover the difference between lien release and lien withdrawal, and the requirements for being able to obtain a withdrawal. You will also learn how to apply lien subordination and lien discharge processes to specific assets of the taxpayer.

Session Objectives

  • Explain the difference between lien withdrawal and release.
  • Understand conditions for lien withdrawal.
  • Understand the process for lien withdrawal.
  • Know how and when to utilize the subordination and discharges processes.

Continuing Education Information

Level: Basic to Intermediate
Preparation: None required.
Prerequisite: Attendees should have completed our Level 1 classes OR already have an understanding of IRS Collections processes, the use of Collection Financial Standards to determine taxpayer options, and the processes for placing a taxpayer into an Installment Agreement and Currently Not Collectible status.

CPA CPE Hours: 8.0 in the Tax subject area
EA/AFSP CE Hours: 8.0 in the Federal Tax Law subject area

IRS Program Number: 4Y1UP-T-00034-17-O

State boards of accountancy have final authority regarding the applicability of any particular course to your CPE requirements. Please check with your state board regarding requirements and acceptance.

About the Instructors

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.

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