myCPE
myCPE

IRS Representation Series - When Collections and Audits Fail 2 Credits

Feb 23, 2024, 09:30 AM ET

IRS Representation Series - When Collections and Audits Fail 2 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 23, 2024, 09:30 AM ET

Learning Objective

  • To discuss tools to get past IRS rejections of Offers in Compromise, Installment Agreements, and 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 analyze who handles Fast Track Mediation (FTM) and which situations qualify.
  • To differentiate the three types of Offers 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 explain 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 analyze when to file a suit for a refund in District Court or the Court of Claims for a taxpayer who has paid the tax.

Course Overview

This is a rebroadcast and not a live webcast.

If you owe a significant amount on your taxes, and you don’t know if you can pay it all back, you may have already heard of an offer in compromise (OIC). This plan, which allows you to pay back a portion of the taxes you owe instead of the full amount, is very difficult to qualify for—but, if you fit the criteria, it could be a solution to your tax debt.

If the IRS determines instead that you can pay your full tax bill, you may request an installment agreement. If you disagree with the IRS’ valuation of your ability to pay, you can provide additional information supporting your claim, and try to negotiate a lower number based on the evidence you provide. 

You can request Fast Track for most examination disputes, Offer in Compromise cases, and Trust Fund Recovery Penalty cases, once the examiner or collection officer (the IRS) has completed their work and some issues, remain unresolved. It is a voluntary mediation program that may help you resolve your tax dispute more quickly than a traditional appeal.  

In this CPE webinar, you will get a clear review of the IRS Fast Track Mediation Program, as well as strategies for preparing your case during the Collections Appeal process. You'll learn more about how to support clients when you're unable to personally represent them to help resolve audits successfully.

This CE Tax Course will cover the following major topics:

  • Fast Track Mediation
  • Collection Appeals
  • Tax Court
  • Court of Appeals, Court of Claims, District Court
  • Bankruptcy
  • Protective Filings

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. 

You can also attend our certification course on the IRS Representation Series.

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

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.

Reviews and Ratings

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

AS

Anil Sharma, EA

this webinar is helpful in tax practice . thank you

JG

James Geswein, EA

Very extensive overview of the tax topic.

Recommended Courses

Passive Activities & Rental Real Estate Income Tax Issues

Dec 16, 09:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • 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
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

Dec 16, 09:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Everything You Need to Know About Partnership

Dec 16, 09:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Payroll Regulations, Laws, Common Pitfalls, and Recordkeeping Requirements

Dec 16, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
A Simple Approach & Overview to Virtual Currency

Dec 16, 10:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
2024 Year-End Strategies: Smooth Sailing into 2025!

Dec 16, 10:00 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
Daniel purchased a subscription.
Subscribed
SUSAN purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Kelley purchased a subscription.
Subscribed
Efrain purchased a subscription.
Subscribed
Carolyn purchased a subscription.
Subscribed
Sherri purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Sheila purchased a subscription.
Subscribed
Joshua purchased a subscription.
Subscribed
Carla purchased a subscription.
Subscribed
DOUG purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
driola purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Tiffany purchased a subscription.
Subscribed
Tina purchased a subscription.
Subscribed
Penny purchased a subscription.
Subscribed
Gary purchased a subscription.
Subscribed
Terrence purchased a subscription.
Subscribed
Jessie purchased a subscription.
Subscribed
Darryl purchased a subscription.
Subscribed
Terry purchased a subscription.
Subscribed
Allison purchased a subscription.
Subscribed
Farid purchased a subscription.
Subscribed
Kathleen purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
Lee purchased a subscription.
Subscribed
Fred purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Shawanda purchased a subscription.
Subscribed
Crystal purchased a subscription.
Subscribed
Marlene purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Cecilia purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Marc purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Genesis purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
KEVIN purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Andrew purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Mary K purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
John Scott purchased a subscription.
Subscribed
Kristey purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
Deisy purchased a subscription.
Subscribed
Irina purchased a subscription.
Subscribed
Marty purchased a subscription.
Subscribed
Mizuho purchased a subscription.
Subscribed
Philip purchased a subscription.
Subscribed
Elenasina purchased a subscription.
Subscribed
Bo purchased a subscription.
Subscribed
Leslie purchased a subscription.
Subscribed
Diana purchased a subscription.
Subscribed
Jamiely purchased a subscription.
Subscribed
Latonya purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
Alex purchased a subscription.
Subscribed
ROBERT purchased a subscription.
Subscribed
Iurii purchased a subscription.
Subscribed
Jim purchased a subscription.
Subscribed
Candes purchased a subscription.
Subscribed
ROBERT purchased a subscription.
Subscribed
Robin purchased a subscription.
Subscribed
Joe purchased a subscription.
Subscribed
Kent purchased a subscription.
Subscribed
Angie purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Team purchased a subscription.
Subscribed
Donna purchased a subscription.
Subscribed
Beau purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
YUNGYI purchased a subscription.
Subscribed
Christine purchased a subscription.
Subscribed
Larisa purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Nik purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
Hoai purchased a subscription.
Subscribed
Kailee purchased a subscription.
Subscribed
Hsuu purchased a subscription.
Subscribed
Maada purchased a subscription.
Subscribed
Dave purchased a subscription.
Subscribed
Alan purchased a subscription.
Subscribed
Gary purchased a subscription.
Subscribed
Candy purchased a subscription.
Subscribed
Diego purchased a subscription.
Subscribed
Tres purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Mike purchased a subscription.