Tax Resolution Fast Start Boot Camp: Online

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Completely revised and updated for 2019!

This is our full two-day Level 1 & 2 tax resolution curriculum, presented online in a series of half-day sessions in order to better accomodate your filing season schedule. Each session will run from:

7am-10:30am Pacific
8am-11:30pm Mountain
9am-12:30pm Central
10am-1:30pm Eastern

In this immersion program, attendees will take a "deep dive" into the core principles of resolving individual IRS liabilities, including a structured approach to case work and the resolution strategies that will apply to over 90% of all personal income tax debt cases you'll work.

We'll lay a solid foundation for representation as we cover case work processes, financial analysis, the six types of IRS payment plans, and qualification for non-collectible status. 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.

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, and average case fees from these representation clients exceed $3,750 per engagement.

As a filing season bonus, you'll have TWO opportunities to attend each session, as we are doing each segment twice, on different dates.

NASBA & IRS Approved CE Provider


All times indicated are Mountain

February 14, repeated March 14
0800-0940: First, You Need Clients: Tax Resolution Client Attraction
0940-0950: Ten minute break
0950-1130: Quoting Fees & Closing Sales

February 15, repeated March 15
0800-0940: Client Intake, Case Work Mechanics, and Resolution Pathways
0940-0950: Ten minute break
0950-1130: Client Financial Analysis -- IRS Collections Financial Standards & Form 433-A

February 28, repeated March 28
0800-0940: Client Financial Analysis Case Study & Discussion
0940-0950: Ten minute break
0950-1130: Installment Agreements & Currently Not Collectible Status

March 1, repeated March 29
0800-0940: RCP Calculations & Offers In Compromise
0940-0950: Ten minute break
0950-1130: Appeals - Your BFF at the IRS

Scroll down for detailed session descriptions. Agenda order subject to change.

Continuing Education Information

Level: Basic to Intermediate
Preparation: None required.
Prerequisite: Attendees should have basic understanding of IRS assessment procedures.

CPA CPE Hours: 12.0 in the Taxes subject area, 4.0 in the Communications & Marketing subject area
EA/AFSP CE Hours: 12.0 in the Federal Tax Law subject area
IRS Program Number: 4Y1UP-T-00059-19-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.

Manuals/Slides: Please note that seminar manuals will be provided electronically in PDF form a few days before the webinar, rather than immediately upon registration. This is due to pending updates to the curriculum that we want to make sure are incorporated into these sessions for you.

Detailed Session Information

Quoting Fees & Closing Sales

Unlike tax return preparation, which is a commodity service, tax resolution is a highly specialized, unique service that many tax debtors don't even know exists. Therefore, you must actively be engaged in the process of closing sales, unlike tax prep. In this session, we'll cover various fee quotation models, examine some real world fee quote examples, and show you a step-by-step process for closing sales without being sleazy, high-pressure, or violating any regulatory rules.

Session Objectives

  • Define the steps involved in closing a sale.
  • Explain the differences between the integrated and the split sales model.
  • Apply best practices in quoting fees and closing sales.
  • Identify common violations of ethical standards and IRS & FTC regulations in the tax resolution sales process.

Mechanics of IRS Collections Case Work

This first session will cover the IRS Collections case work process from YOUR perspective as the practitioner. Attendees will learn a systematic structure for approaching the resolution of tax debt cases, starting from the IRS account research and financial analysis necessary to determine eligibility for resolution options, through the resolution process itself and ongoing compliance monitoring best practices.

Session Objectives

  • Understand the overall process of IRS Collections case resolution.
  • Define the conditions necessary to obtain a case resolution.
  • Understand how to obtain and analyze IRS account information.
  • Determine resolution pathways based on financial condition of the taxpayer.

Collections Financial Standards for Individuals & 433-A

This session will cover the IRS Collections Financial Standards that apply to 1040 debtors and how to apply them to your client cases. We will explore each specific expense category and how to apply it. We will also cover conditional vs necessary living expenses, and how to argue for inclusion of certain expenses for your client that they may not otherwise be able to claim.

Session Objectives

  • Understand the purpose and application of IRS Collection Financial Standards
  • Explain each individual expense category and how to apply them.
  • Understand the purpose of IRS Form 433-A & 433-F.
  • Complete the Form 433 Income & Expense Table (IET).

IRS Installment Agreements & Currently Not Collectible Status

Contrary to popular belief, about 75% of all tax debtors will wind up on some sort of payment plan to the IRS. This session will cover the six different types of IRS Installment Agreements plus the requirements for CNC status. Attendees will learn how to obtain pending status protection against enforced collections activity. We will also cover the qualifications and and requirements for entering non-collectible status.

Session Objectives

  • Understand the pros and cons of an installment agreement.
  • Define the various types of installment agreements and their qualifications.
  • Understand the installment agreement process.
  • Define the requirements for pending IA status.
  • Define the requirements and processes for entering CNC.

RCP Calculations & Offers in Compromise

The IRS Offer in Compromise is by far the least common option available to taxpayers to resolve their tax debts (only 0.37% of Collections cases were resolved via OIC in FY2015). 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.

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 book 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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