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

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. 

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

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.

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

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

KR

Kamal Rekaby, CPA (US)

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)

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

Recommended Courses

Federal Tax Update – Individual & Business Current Developments

Dec 12, 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
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Dec 12, 11:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Tax Compliance and Principles of a Shadow Payroll

Dec 12, 11:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Reducing IRS Penalties

Dec 12, 11:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Tax Deductions Are So Last Year—It's Time for R&D Credits!

Dec 12, 12:00 PM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Estate & Gift Tax Review & Update (2024-25)

Dec 12, 12:00 PM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
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

Add qualification to
view credit details

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
stripe
$299$199 For 12 Months
Subscribed
Thomas purchased a subscription.
Subscribed
MARIE purchased a subscription.
Subscribed
Epiphania purchased a subscription.
Subscribed
Wendy purchased a subscription.
Subscribed
Blanca purchased a subscription.
Subscribed
VICKY purchased a subscription.
Subscribed
Anne purchased a subscription.
Subscribed
Aaron purchased a subscription.
Subscribed
Georgia purchased a subscription.
Subscribed
MARY purchased a subscription.
Subscribed
Xiaodong purchased a subscription.
Subscribed
Ronald purchased a subscription.
Subscribed
Marshae purchased a subscription.
Subscribed
Carla purchased a subscription.
Subscribed
Renee purchased a subscription.
Subscribed
Avani purchased a subscription.
Subscribed
Kathi purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Ian purchased a subscription.
Subscribed
Kimberlin purchased a subscription.
Subscribed
Caro purchased a subscription.
Subscribed
Sherif purchased a subscription.
Subscribed
Bharathnath purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Jan purchased a subscription.
Subscribed
Suna purchased a subscription.
Subscribed
MICHAEL purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Thuan purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Kathleen purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Whitney purchased a subscription.
Subscribed
Tamie purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Joanna purchased a subscription.
Subscribed
Kristen purchased a subscription.
Subscribed
Jonna purchased a subscription.
Subscribed
Alex purchased a subscription.
Subscribed
Baldev purchased a subscription.
Subscribed
Bobby purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
MINGYU purchased a subscription.
Subscribed
April purchased a subscription.
Subscribed
Thanjira purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
DENISE purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Celiwe purchased a subscription.
Subscribed
Derby purchased a subscription.
Subscribed
Alan purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Kindra purchased a subscription.
Subscribed
Vicki purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
Yuuki purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Emma purchased a subscription.
Subscribed
Virginia purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
George purchased a subscription.
Subscribed
Kara purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Ilona purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Habib purchased a subscription.
Subscribed
Kristin purchased a subscription.
Subscribed
Joni purchased a subscription.
Subscribed
Jeremy purchased a subscription.
Subscribed
Harold purchased a subscription.
Subscribed
Chenguang purchased a subscription.
Subscribed
DANIEL purchased a subscription.
Subscribed
Christine purchased a subscription.
Subscribed
Patti purchased a subscription.
Subscribed
Kirk purchased a subscription.
Subscribed
Mike purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
DIMITRIOS purchased a subscription.
Subscribed
Vladislav purchased a subscription.
Subscribed
Marsha purchased a subscription.
Subscribed
Alan Nelson purchased a subscription.
Subscribed
Claire purchased a subscription.
Subscribed
Mohamed purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Vincent purchased a subscription.
Subscribed
Jeannie purchased a subscription.
Subscribed
Emi purchased a subscription.
Subscribed
Craig purchased a subscription.
Subscribed
Samantha purchased a subscription.
Subscribed
Hetvi purchased a subscription.
Subscribed
Lizeth purchased a subscription.
Subscribed
Vic purchased a subscription.
Subscribed
Jessica purchased a subscription.