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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
The IRS
uses Collection Information Statements (Forms 433-F and 433-A) to gather
financial information from taxpayers, including self-employed people. These
forms ask for your monthly income and expenses and the value of any assets you
have, such as bank accounts, real estate, stocks,
etc. The IRS uses these financial statements to figure out your ability to pay
your balance in full or to make monthly payments if you don’t qualify for a
guaranteed or streamlined installment agreement.
This CE/CPE
webinar is designed to educate a practitioner on how to effectively leverage
the IRS Collection Information Statement (CIS). It will provide an in-depth
look at how to prepare CIS forms to request a hardship, PPIA, or an installment
agreement under the six-year or one-year rule. It will also a brief overview of
the three types of expenses used on CIS forms and how to present this type of
financial information to ACS and Revenue Officers.
The IRS’s
main collection division, Automated Collections, uses the 433-F
form extensively when determining the collectability of a taxpayer
with past-due tax balances. Often a taxpayer wants to resolve these back-tax
issues, but the IRS default collection schemes are very rigid and unaffordable
to a taxpayer that is experiencing or will experience financial hardship.
Establishing hardship resolutions with the IRS requires advocacy, negotiation,
and substantiation.
This CE/CPE tax webinar will educate a
practitioner on the mechanics of the required forms and necessary
substantiation to effectively advocate for a client, re: Collection Potential.
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 maintenance 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.
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 through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
, Community Tax, LLC
Jessie Seaman, Esq & EA, is a licensed Florida attorney and
IRS Enrolled Agent. Jessie brings over ten years of state and federal tax
controversy and representation to Community Tax clients. Prior to joining
Community Tax, she spent over seven years with a leading national tax
resolution firm. She has overseen tens of thousands of tax resolution cases
from the simplest financial privacy plans to the to the most complex business cases
and high-profile celebrity clients.
Jessie is a Florida Native, growing up Boca Raton and moving to
Tampa in 2000 for her undergraduate studies. While attending the University of
South Florida, Jessie studied abroad in Costa Rica and eventually graduated
with a double major: B.A. in Philosophy & B.A. in Political Science. In
2006, she was offered a scholarship from Florida Coastal School of Law in
Jacksonville, FL, where she graduated with a Juris Doctorate in 2009. During
law school, Jessie interned with the ACLU, worked at Learn to Read, a local
non-profit advocating for adult literacy, and was chosen by the Florida Coastal
Academic Success Department to mentor incoming students on how to be successful
in law school.
Jessie is a member of the Florida Bar, Tax Section, National
Association of Enrolled Agents (NAEA), CERCA, and National Tax Practice
Institute Fellowship. She is a leading voice within the tax resolution
community. Most recently she was asked
to teach continuing education courses for the National Association of
Accountancy (NSA) and be a lead Instructor at both national conferences for
NAEA. She has also served as an adjunct professor teaching various courses
including Business Law, State and Local Taxation, Contemporary Business Ethics,
and an exam preparation class for the Enrolled Agents Examination. Jessie truly
has a passion for tax controversy work and found her passion in this niche
field because it is ever-evolving, applicable to all, and in many cases
unfairly enforced. As the daughter of small business owners, she is especially
passionate about helping business owners understand and overcome their tax
challenges. Jessie even helped form and operate a pro bono tax resolution
clinic in North Florida to assist those taxpayers who simply could not afford
to hire professional representation for IRS and state tax issues.
In 2010, Community Tax set out on a mission to solve tax problems for individuals and businesses across the United States. After growing into a national tax resolution leader, we set our focus on becoming a true full-service tax organization assisting individual taxpayers and businesses with all their needs, ranging from tax resolution to preparation, bookkeeping, accounting, payroll, and more.
Our company is staffed with some of the most seasoned professionals in their respective areas, including licensed attorneys, CPAs, and Enrolled Agents. We boast an A+ rating from the Better Business Bureau and have prepared tens of thousands of tax returns, resolved nearly a billion dollars in tax delinquencies, and most importantly, have helped countless customers get their financial lives back on track.
Behind our success is an unwavering commitment to our client-focused, results-driven approach to the wide variety of services we offer. We pride ourselves on being open and transparent with each client as we work tirelessly on their case.
Even as times become uncertain, we remain committed to fighting for you, so you will not have to face the IRS alone. Our tax professionals are in your corner and ready to tackle any tax problem you may have.
7 Ratings
1 Credit
Subject Area
Jul 01, 2022 | 10:00 AM EDT
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Jul 01, 2022 | 10:00 AM EDT
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