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Trust Fund Recovery Penalty: A Sweeping Overview

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Discover what's involved in representing taxpayers with IRS Trust Fund Recovery Penalty (TFRP) issues.

About this Event

As you continue your journey toward becoming a specialist in tax resolution work, it's inevitable that you'll encounter numerous taxpayers with trust fund tax issues. Since payroll tax deposits are what fund the day to day operations of the federal government, these trust fund taxes are one of the highest enforcement priorities for the IRS Small Business/Self Employed (SB/SE) unit.

After this 1-hour live CPE webinar, tax professionals will have acquired an understanding of the fundamental processes behind the IRS investigation process into assessment of the Trust Fund Recovery Penalty (TFRP). You'll also learn how to formulate defenses against assessment, how the 4180 interview process works, and how to appeal an existing TFRP assessment.

This basic-level class will present a sweeping overview of core concepts in Trust Fund Recovery Penalty representation. Afterwards, you will be better positioned to evaluate these unique client situations for appropriate resolution.


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Course Objectives

  • Recognize the role of the Trust Fund Recovery Penalty in the IRS Collection process.
  • Describe the IRS trust fund investigation process.
  • Identify the most common defenses against TFRP personal assessment.
  • List the steps in the TFRP appeals process.

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-00136-20-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 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.

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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