What steps to be taken after completion of successful collections or Audits
To learn to handle all areas of IRS representation
To learn what Circular 230 needs to say about Conflicts of Interest
To identify methods of reducing penalties and interest on assessed tax balances
How to proceed for an appeal when collections and audits fail
To recognize third-party sources the IRS might use to initiate an audit
Why this certification course
Tax resolution as a service is booming. According to the IRS, in 2019 alone there were over $125 billion in back taxes owed, based on tax returns that have been filed. In addition, the IRS estimates a Tax Gap of over $441 billion in either unfiled tax returns or understated income. A skilled tax representative will find endless clients needing help! In 2020 and 2021, with all the deferred payroll taxes that the CARES Act permits employers and employees to pay next year or the year after – there will be millions more taxpayers in trouble. Add to that the confusion over the deductions (or not) related to the Payroll Protection Plan loans and the unemployed people who got that $600 (or so) weekly windfall – but didn’t take any IRS or state withholding – there will be a flood of taxpayers needing your help.
The course will give you the tools to handle all these IRS representation areas, effectively: audit, collections, levy release and appeals. Specific guidance and tips are provided to succeed at audits – or to prevail in appeals; to prepare and present an Offer in Compromise with the lowest legally acceptable balance due; to put collections actions on hold, to get levies released – and how to appeal collections decisions when they are not in your clients’ favor. You will also learn how to fix failed audits and collections cases started by the client – or other tax professionals who couldn’t help your clients.
All tax professionals, licensed and unlicensed, who would like to build practice and handle all areas of IRS representation
Professional Staff or Managers of CPA firms, law firms and EA firms who are starting or have less than 5 years experience in Tax Resolution or Representation.
Firm leaders who want to build tax resolution practice.
Eva Rosenberg, EA, Your TaxMama® has been teaching Enrolled Agents exam review courses off and on since developing the program for UCLA Extension over 25 years ago.
Eva has a B.A. in Accounting and an M.B.A. in International Business. Your TaxMama® has been a TaxWatch columnist for Dow Jones' www.MarketWatch.com and author of award-winning best-sellers, including Small Business Taxes Made Easy. and Deduct Everything! You can hear her on various radio stations around the country on a regular basis.
As a speaker, TaxMama® is popular with both tax professionals and taxpayers. You can find her at www.TaxMama.com where you can subscribe to her free podcast. TaxMama is also the moderator of the U.S. Tax Court Group at LinkedIn and invites you to join.
IRS Representation Series - Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
To identify a foundation for understanding the levy process and the procedure for getting a levy released
To recognize how to help a tax practitioner learn to expand their practice base to include representation
To recognize what must be signed, prior to calling the IRS for your client
To recognize how much is legally allowed to be garnished, when the IRS issues a garnishment against wages
To identify how much is legally allowed to be levied, once the IRS issues a levy against a bank account
To recognize reasons for requesting a Collection Due Process Hearing
IRS Representation Series - Getting Organized to Resolve Collection Issues
To recognize how to expand practice base to include representation
To recognize what must happen to start the clock on the Statute of Limitations
To identify legitimate reasons for requesting audit reconsideration
To recognize the maximum tax liability an individual can have and still get an online Installment Agreement
To identify what the IRS does not look at when considering a request for Currently Non-Collectible status
To identify the methods for resolving collection issues
To identify the best way to reduce a client's tax debt
To identify what stops the Statute of Limitations
To describe which forms to use when filing an Offer in Compromise: Doubt as to Collectability
To identify legitimate reasons to abate a penalty
IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
To recognize how to use Collection Information forms, National Standards, and how to support your claims
To differentiate which forms to use to provide client's financial information and status to IRS
To identify how a client should use the money first, when they owe IRS back taxes (Form 1040) for a period of 5 tax years, if a client only has limited funds
To differentiate which strategies will not help us stop the IRS from taking further aggressive collections actions
IRS Representation Series - Doing Offer-in-Compromise - How to Complete the Form 656 Application
To identify functions of an IRS field team visiting employers who are delinquent on their payroll tax payments
To recognize if there is any way to get the IRS to accept the higher numbers, if your client's expenses are well over the National Standards
To describe the percentage of submitted Offers in Compromise (OICs) does the IRS accept (rounded to the nearest percentage)
To recognize what level of tax liability will a taxpayer's file be turned over to Revenue Officers (ROs) in the field
To identify which set of expenses the IRS must use when preparing the monthly income and expense statement on any version of Form 433
To differentiate which type of OIC is appropriate
To recognize how to prepare the OIC and present the offer
To identify the taxpayer’s role when it comes to Effective Tax Administration (ETA)
To identify what you should do when sending documents to the IRS
To differentiate reasons the IRS would even consider an OIC when they have the power to collect the money, attach assets, levy wages, and bank accounts
IRS Representation Series - Winning the 1040 Audit
To recognize where and how to research IRS audit practices for your client's industry
To identify how to find deductions, credits, or adjustments that were missed on the original tax return
To identify how to convince the IRS that your client didn't really earn all that extra money
To recognize why it's important to be ready with a good explanation when your client shows both Rental deductions and Office in Home deductions
To describe what the taxpayer doesn't need to do under the Office in Home Simplified Method
To identify how the Internal Revenue Manual rules regarding audits
To recognize which expenses are no longer deductible
To describe the allowable deduction for business meals
To recognize third-party sources the IRS might use to initiate an audit
To recognize how you can prevail in an audit when your client is in the wrong
IRS Representation Series - Steps to Take After Successful Collections or Audits
To identify and apply a list of steps to take after an audit has been successfully resolved, and after a collections battle has been won
To recognize which form to use to file an amended return
To recognize the worst result in an audit
To identify what would not cause you to have a reduction in tax attributes
To recognize what you need in order to get certain liens or levies released, after a successful audit reconsideration
To identify which form to use to get a quick refund when you have a net operating loss for certain Farming Losses on the current year's tax return
IRS Representation Series - When Collections and Audits Fail
To identify tools to get past IRS rejections of Offers in Compromise, Installment Agreements, levy releases
To recognize how to expand a tax practitioner's practice base to include representation
To identify which form to use to submit an Offer in Compromise (OIC)
To recognize who handles Fast Track Mediation (FTM) and which situations qualify
To differentiate the three types of Offer in Compromise
To identify the steps to take through the Collections Appeals Process (CAP)
To evaluate why you shouldn't withdraw a Collections Due Process (CDP) request and the reasons to do so
To recognize the Tax Court rights of Enrolled Agents and CPAs
To identify why a tax practitioner should include their signed Power of Attorney form when helping a client file a pro se case in Tax Court
To identify when to file a suit for refund in District Court or the Court of Claims for a taxpayer who has paid the tax
IRS Representation Series - Reducing IRS Assessments for Interest & Penalties
To recognize and implement methods for reducing penalties and interest on assessed tax balances
To identify which penalty relief criterion includes those cases that are specifically about using the law in the client's favor
To recognize how much importance the IRS places on the taxpayer's actions once the facts and circumstances change and what attempt the taxpayer make to comply
To recognize what you should try and get for your clients, before paying penalties and the related interest
To identify what can result in tax penalty abatement most of the time
To recognize the penalty for a payroll tax deposit that is two dates late
IRS Representation Series - Conflicts of Interest
To identify current or potential conflicts of interest
To identify how the practitioner may represent a client if all conditions hold true, notwithstanding the existence of a conflict of interest
To recognize the nature and extent of the conflict and to either extricate yourself from the situation
To describe how issues will affect the wife's potential income tax or penalty liability, in the case about the psychiatrist
To recognize when the Trust Fund Recovery Penalty (TFRP) can be assessed against all of these parties
To differentiate when to protect yourself and all parties involved
To identify what Circular 230 says about Conflicts of Interest
To identify when potential conflicts of interests do not require consent forms and disclosures
To learn how long conflict records must be maintained
To describe what section of Circular 230 defines conflicts of interest
IRS Representation Series - Circular 230 Ethics and Updates
To identify IRS representation, client conflicts, advertising limitations, and privacy issues
To recognize which information should be noted that may help persuade the contact to be more polite and/or pleasant when documenting conversations with the Internal Revenue Service (IRS)
To describe what an individual who is an officer or employee of the executive, legislative, or judicial branch of the United States Government; an officer or employee of the District of Columbia; a Member of Congress; or a Resident Commissioner can do
To evaluate whose signatures are non-compulsory even though they might prepare tax returns for taxpayers
To describe the consequence of enrolled agents requesting to be placed in an inactive retirement status
To recognize what is generally allowable according to Circular 230 with regard to tax return fees
To identify who may represent an individual or entity before personnel of the IRS
To identify what an unenrolled preparer may do
To identify who cannot me a power of attorney
To describe when a taxpayer living outside the United States needs representation
Continuing Education Credits
This Certificate Course Qualifies for following Credits
22 CE credit for all California Tax Education Council (CTEC)
22 CPE credit for all Certified Fraud Examiner (CFEs)
22 CPE credit of Taxes for all Certified Public Accountants (CPA-US)
22 CPE credit for all Certified Valuation Analyst (CVA)
22 CE credit for all Maryland Tax Preparer
22 CE credit for all Oregon Tax Preparers (ORTP)
22 CE credit for all Tax Professionals
22 CE credit for all Annual Filing Season Program (AFSP)
This certificate course will help you learn the process of Tax Resolution from expert Eva Rosenberg EA, CTRS. This 10 module online course is designed to provide a solid foundation for tax practitioners to handle all areas of IRS representation. This course will make it possible for CPA firms, law firms and EA firms to keep the representation in-house, instead of continuing to farm out the lucrative cases to other tax professionals and potentially lose the client in the long-term.
The certificate course will give you the tools to handle all these IRS representation areas, effectively: audit, collections, levy release and appeals. Specific directions and tips are provided to succeed at audits or to prevail in appeals, to prepare and present an Offer in Compromise with the lowest legally acceptable balance due, to put collections actions on hold, to get levies released and how to appeal collections decisions when they are not in your clients’ favor. You will also learn how to fix failed audits and collections cases started by the client – or other tax professionals who couldn’t help your clients.
By accomplishing this certificate course, you will be able to master IRS ethical standards, how to avoid conflicts of interest. You will also be able to protect your clients from IRS predatory collections action, thrive your expertise to prevent and resolve the IRS collections actions.
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