myCPE
myCPE

IRS Representation Series - Getting Organized to Resolve Collection Issues 2.5 Credits

Feb 13, 2024, 01:00 PM ET

IRS Representation Series - Getting Organized to Resolve Collection Issues 2.5 Credits

Learning mode

Live Webinar
  • 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
Feb 13, 2024, 01:00 PM ET

Learning Objective

  • To recognize how to expand the practice base to include representation.
  • To discuss 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 explain 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 analyze legitimate reasons to abate a penalty.

Course Overview

This is a rebroadcast and not a live webcast.

Most taxpayers file tax returns and pay what they owe on time. If a taxpayer does not pay, the Internal Revenue Service sends the taxpayer a bill. This begins the collection process.

Join this CPE webinar to learn how to resolve collection issues with an overview of the qualifications for and benefits of each type of resolution, as well as a detailed guide to which resolutions offer the best outcome for each client.

This CE course will cover the following topics:

  • How to get paid by clients in trouble
  • What Information to Gather and How
  • Understand the Statutes
  • Evaluate your options
  • Determine your strategy
  • Set a Plan of Attack
  • Contact the IRS & Set the stage
  • Provide documentation
  • Be Prepared to wait & educate your client
  • Re-evaluate & Follow-up

This CPE webinar by Eva Rosenberg is a part of the 10-part IRS Representation Series designed to provide a solid foundation for tax practitioners to handle all areas of IRS representation. 

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

2.5

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

Lambers, Inc.
Lambers, Inc.

, Lambers, Inc.

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Lambers Financial is a leader in providing E-learning courses for accounting professionals looking to achieve the industry's most recognized designations such as the Certified Public Accountant (CPA) and Enrolled Agent (EA). Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Lambers CPA Review was started by Vincent W. Lambers in July of 1966 in Boston, MA. The first class had six students and from that point, the program grew to be the largest live instruction CPA Review program in New England. The Lambers teaching method of illustrations, examples and working problems has helped over 250,000 candidates pass the CPA Exam since that first class in 1966.

Today, Lambers review courses deliver that same successful teaching style to exam candidates via online video, unique adaptive testing software, and textbooks. Over the last two decades, we've expanded our offerings to include the Enrolled Agent (EA), an extensive library of both IRS approved continuing education (CE) courses (including the IRS Federal Tax Refresher (AFTR) course for registered tax professionals), and NASBA approved continuing professional education (CPE).

See why Lambers Financial has remained a leader in professional education for over fifty years! Visit our website today to check out our full line of review courses and titles.

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.

Ratings and Review

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

GY

Grace Yang, CPA (US)

The speaker is an amazing presenter! This is my second time to take the entire certification courses. I appreciate that you have updated the presentation to reflect the recent changes.

NK

Nabil Khan, CPA (US)

The instructor was engaging and the information was relevant to assisting clients with similar issues. Very thorough session.

Recommended Courses

Best Tax Return Workshop - Partnerships & LLCS (Form 1065)

Dec 11, 09:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Handling Terminated Employees Properly

Dec 11, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Mastering Form 3115: Correcting Depreciation with a Sample Problem

Dec 11, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Strategic Tax Planning for Real Estate Investment Properties

Dec 11, 10:00 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
Hands-on Tax Return Workshop - Individuals (Form 1040) - Part 2

Dec 11, 10:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • CLU
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Mitigating the Overpayment (or Underpayment) of Employment Taxes

Dec 11, 11:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • 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

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
Jay purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
MARK purchased a subscription.
Subscribed
Tingyu Yang purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Maureen purchased a subscription.
Subscribed
Priyalakshmi purchased a subscription.
Subscribed
Maggie purchased a subscription.
Subscribed
Genevieve purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
UTSAV purchased a subscription.
Subscribed
Ericka purchased a subscription.
Subscribed
Kyle purchased a subscription.
Subscribed
VLADIMIR purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
Kerry purchased a subscription.
Subscribed
Simone purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Janet purchased a subscription.
Subscribed
Chandler purchased a subscription.
Subscribed
SUSAN purchased a subscription.
Subscribed
Lisa Bunn purchased a subscription.
Subscribed
SYLVIA purchased a subscription.
Subscribed
Carrie purchased a subscription.
Subscribed
Lalitkorn purchased a subscription.
Subscribed
CARL purchased a subscription.
Subscribed
RICHARD purchased a subscription.
Subscribed
Fawaz purchased a subscription.
Subscribed
Alan N purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
Sally purchased a subscription.
Subscribed
melvin purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Patricia purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
May purchased a subscription.
Subscribed
Abigail purchased a subscription.
Subscribed
Vardan purchased a subscription.
Subscribed
Benjamin purchased a subscription.
Subscribed
Suzanne purchased a subscription.
Subscribed
Annrose purchased a subscription.
Subscribed
Seth purchased a subscription.
Subscribed
Gerard purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Alpa purchased a subscription.
Subscribed
Carla purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Desarie purchased a subscription.
Subscribed
Hitoya purchased a subscription.
Subscribed
Meagan purchased a subscription.
Subscribed
Erica purchased a subscription.
Subscribed
Joshua Miller purchased a subscription.
Subscribed
Serena purchased a subscription.
Subscribed
larry purchased a subscription.
Subscribed
Wendi purchased a subscription.
Subscribed
Jared purchased a subscription.
Subscribed
Jerry purchased a subscription.
Subscribed
Sandra purchased a subscription.
Subscribed
Yuxin purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Arpit purchased a subscription.
Subscribed
Wanda Viscount purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Keith purchased a subscription.
Subscribed
Greg purchased a subscription.
Subscribed
Douglas purchased a subscription.
Subscribed
Megan purchased a subscription.
Subscribed
Will purchased a subscription.
Subscribed
Rasa purchased a subscription.
Subscribed
john purchased a subscription.
Subscribed
Mohamed purchased a subscription.
Subscribed
Carlos purchased a subscription.
Subscribed
Gail purchased a subscription.
Subscribed
Ansha purchased a subscription.
Subscribed
Devon purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
Christine purchased a subscription.
Subscribed
Roger purchased a subscription.
Subscribed
Ravi purchased a subscription.
Subscribed
Sharon purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
Tatiana purchased a subscription.
Subscribed
douglas purchased a subscription.
Subscribed
Marc purchased a subscription.
Subscribed
Carl purchased a subscription.
Subscribed
Andrew purchased a subscription.
Subscribed
Mike purchased a subscription.
Subscribed
Molly purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Andrew purchased a subscription.
Subscribed
Brandon purchased a subscription.
Subscribed
Delia purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Erik purchased a subscription.
Subscribed
Kenneth purchased a subscription.
Subscribed
Susan purchased a subscription.