myCPE
myCPE

Collections Case Review 2 Credits

Mar 08, 2024, 03:00 PM ET

Collections Case Review 2 Credits

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Mar 08, 2024, 03:00 PM ET

Learning Objective

  • To review the initial Rep Client interview.
  • To analyze the various steps of Compliance and Resolution.
  • To discuss actual case studies to enhance the truth of the various situations that can occur when working on these types of cases.

Course Overview

The Internal Revenue Service collection process can be complicated to understand and navigate on your own.

If you don't pay your tax in full when you file your tax return, you'll receive a bill for the amount you owe. This bill starts the collection process, which continues until your account is satisfied or until the IRS may no longer legally collect the tax; for example, when the time or period for collection expires.

The first notice you receive will be a letter that explains the balance due and demands payment in full. It will include the amount of the tax, plus any penalties and interest accrued on your unpaid balance from the date the tax was due.

It's in your best interest to pay your tax liability in full as soon as you can to minimize the penalty and interest charges. You may want to consider other methods of financing full payment of your taxes, such as obtaining a cash advance on your credit card or getting a bank loan.

This CE Tax course is an analysis of new collections cases in your office; it will explain the IRS collection process with the help of some actual case studies.

Key Topics Covered: 

  • Basics of Resolution
  • Case of Florida Real Estate Agent
  • GAME PLAN
  • ACS Call (Thru PPL Menu)
  • 1040 Postings
  • The Case Progresses
  • Resolution

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01382-22-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01382-22-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1115) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01382-22-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01382-22-S) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01382-22-S) 2 CE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01382-22-O) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01382-22-O) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1115) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01382-22-O) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01382-22-O) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01382-22-O) 2 CE Approved

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent. 

About Instructor

Marc Dombrowski
Marc Dombrowski , EA

Owner, Tax Help Associates

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments.  He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states. He received the NAEA President’s Award for his contributions to the practitioner community.

As an educator, he received the NAEA’s Excellence in Education Award. He is a former contributor to CNBC, the NAEA's EA Journal and the Wall Street Journal Online. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute. In addition to several Chapter EA speaking engagements, he has spoken for the NYS Society of EA's, CA Society of EA’s, Florida EA Society, Missouri Society, NJ Society, Tennessee, Washington, Arizona, Michigan, Georgia, Louisiana, New England EA’s, Utah EA Society, NATP and the Ohio EA Society's Annual Convention(s).  He has collaborated with Tax Practice Pro to provide several Collections Webinars and Podcasts that qualify for Continuing Education on IRS and State Collection Topics. Marc is also a FINRA Arbitrator.

Through his extensive national experience solving a variety of business & personal tax and debt problems, Marc has gained experience in resolutions to fit any situation. “There is no problem, big or small, that cannot be resolved; there is always a light at the end of the tunnel, just take the time to talk to me about it.”

He is also available for birthday parties under gatherings of 10 people (from the same household).

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

KR

Kamal Rekaby, CPA (US)
5

The MyCPE platform offers numerous benefits to professionals seeking to enhance their skills and knowledge. Firstly, the platform provides access to industry experts and thought leaders through live webinars and virtual events, allowing learners to stay updated on the latest trends and best practices in their field. Furthermore, MyCPE’s flexible learning options enable individuals to customize their learning path based on their specific goals and interests, ensuring a personalized and practical learning experience.

CB

Catherine Biddick, CPA (US)
5

The course was very informative but I didn't like that the poll questions had not been specifically discussed during the presentation.

Recommended Courses

Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

Jan 21, 09:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
SECURE 2.0 Update - What was Changed and What was Added- Part I

Jan 21, 10:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
The Kiddie Tax & Planning Opportunities for 2024-25

Jan 21, 11:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Partnership Dispositions

Jan 21, 11:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Qualified Business Income (QBI) Deduction (IRC §199A) - The Ins & Outs

Jan 21, 11:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
1040 Filing: Initial Setup and Input Essentials

Jan 21, 12:00 PM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
$299$199 For 12 Months
stripe

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here
Subscribed
Abdullah purchased a subscription.
Subscribed
Pamela purchased a subscription.
Subscribed
Hoai purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Tiona purchased a subscription.
Subscribed
NILESH purchased a subscription.
Subscribed
Hiroko purchased a subscription.
Subscribed
Kathleen purchased a subscription.
Subscribed
Jacob purchased a subscription.
Subscribed
Marco purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
ghassan purchased a subscription.
Subscribed
Ann purchased a subscription.
Subscribed
Sara purchased a subscription.
Subscribed
Marissa purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Douglas purchased a subscription.
Subscribed
Kathy purchased a subscription.
Subscribed
Valeria purchased a subscription.
Subscribed
Phyllis purchased a subscription.
Subscribed
ALLEN purchased a subscription.
Subscribed
Tamaira purchased a subscription.
Subscribed
MARIA purchased a subscription.
Subscribed
Megan purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
Sharyn purchased a subscription.
Subscribed
CHARLES purchased a subscription.
Subscribed
Shelby purchased a subscription.
Subscribed
Syamim purchased a subscription.
Subscribed
Elaine purchased a subscription.
Subscribed
Raquel purchased a subscription.
Subscribed
Sydne purchased a subscription.
Subscribed
Julia purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Emily purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
DAVID purchased a subscription.
Subscribed
Irina Dorina purchased a subscription.
Subscribed
Abdul Lateef purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
Lori purchased a subscription.
Subscribed
Umang purchased a subscription.
Subscribed
Julie purchased a subscription.
Subscribed
Ruth purchased a subscription.
Subscribed
Ruben purchased a subscription.
Subscribed
Eugene purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Lakeesha purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Glenn purchased a subscription.
Subscribed
Sarah purchased a subscription.
Subscribed
Jenna purchased a subscription.
Subscribed
Atish purchased a subscription.
Subscribed
Katherine purchased a subscription.
Subscribed
Lynn purchased a subscription.
Subscribed
Rafael purchased a subscription.
Subscribed
Anton purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
SALANA purchased a subscription.
Subscribed
SRIDHAR purchased a subscription.
Subscribed
Mery purchased a subscription.
Subscribed
Siddhi purchased a subscription.
Subscribed
Anna purchased a subscription.
Subscribed
Tom purchased a subscription.
Subscribed
Thuong purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Achilles purchased a subscription.
Subscribed
Yusuf purchased a subscription.
Subscribed
Lindsey purchased a subscription.
Subscribed
Vardan purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Molly purchased a subscription.
Subscribed
Bernard purchased a subscription.
Subscribed
Iqbal purchased a subscription.
Subscribed
Fred purchased a subscription.
Subscribed
Kathryn purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Sherry purchased a subscription.
Subscribed
Stacie purchased a subscription.
Subscribed
Tim purchased a subscription.
Subscribed
Willa purchased a subscription.
Subscribed
Joshua purchased a subscription.
Subscribed
Dr. purchased a subscription.
Subscribed
Maureen purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
Anna purchased a subscription.
Subscribed
MaryAnn purchased a subscription.
Subscribed
Emilce purchased a subscription.
Subscribed
Brittany purchased a subscription.
Subscribed
To Nhu purchased a subscription.
Subscribed
connie purchased a subscription.
Subscribed
Jake purchased a subscription.
Subscribed
Vicki purchased a subscription.