CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

IRS Representation Series - Getting Organized to Resolve Collection Issues

IRS Representation Series - Getting Organized to Resolve Collection Issues

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00551-21-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0531)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00551-21-S)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00551-21-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Oct 27, 2021 | 03:30 PM EDT Register


  • The Truth about Fees
    2 mins
  • Available via Form 4506 - T
    14 mins
  • Understanding Statue of Limitations
    34 mins
  • Options: to Reduce Intrest
    55 mins
  • Options: OIC Payments Options
    80 mins
  • Discuss Options with Client
    101 mins

Course Description

Tax professionals must recognize key procedural tactics and tax planning methods for taxpayers seeking to avoid collections and compliance actions. For those taxpayers already subject to IRS enforcement actions or currently under audit, the time is now to revisit collection solutions based on the impact of COVID-19 and the current state of the economy. Tax Problem Resolution work (or “controversy” work) consists, generally, of representing clients in audits (and possible appeal of an adverse audit); and representing clients with tax debts before the IRS Collections Division.

In this online continuing education course 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 online CPE webinar 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 Plan of Attack
  • Contact IRS & Set the stage
  • Provide documentation
  • Be Prepared to wait & educate your client
  • Re-evaluate & Follow-up

This Online Accounting CPE Course is one of the best courses for Accountants and Approved for CPE Credits for CPA, AFSP, EA, & other tax preparers. It's a Part of Series:

Learning Objectives

  • To recognize how to expand practice base to include representation
  • To recognize 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 identify 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 identify legitimate reasons to abate a penalty

Who Should Attend?

  • Accounting Firm
  • Annual Filing Season Program
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA