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IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise

IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise

2 Credits

$40

Subject Area

Taxes

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-00553-21-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0533)

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-00553-21-S)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00553-21-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 29, 2021 | 09:30 AM EDT Register

Overview

  • Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
    2 mins
  • "Fresh Start" Form 433-A Changes
    20 mins
  • National Standards - Health Care
    35 mins
  • What about jointly Held Assets?
    52 mins
  • In Real Life
    88 mins

Course Description

How to improve your client’s financial disaster?

In this online webinar the speaker also elaborates how to apply Precision, Expertise and Precise Timing to the information we provide to IRS.

In this online continuing education course, the speaker walks you through the 433 Series Collection Information forms and the national standards that govern them. 

The online CPE course on IRS representation and resolution also addresses client expense planning to ensure the best deal possible.

This online CPE webinar will cover the following topics:

  • 8 Steps to Filling out the Form 433 Series
  • Taxpayer Compliance
  • Which Form?
  • National Standards for living expenses
  • 433F
  • 433A
  • 433B
  • Gathering Documentation
  • Timing & Strategy

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 use Collection Information forms, National Standards, and how to support your claims
  • To differentiate which forms to use to provide client's financial information and status to IRS
  • To identify how a client should use the money first, when they owe IRS back taxes (Form 1040) for a period of 5 tax years, if a client only has limited funds
  • To differentiate which strategies will not help us stop the IRS from taking further aggressive collections actions
  • To recognize which expenses are covered in the

Who Should Attend?

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

Testimonial

4.5

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