Webcast: Secrets of Dealing with the IRS (XSDIRS117)
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Are you or your clients struggling with IRS anxiety? Learn fundamental information about the IRS system of tax debt collection and administration through this easy-to-follow program. In this webcast, instructors David Stone, EA (a former IRS Offers Desk agent) and Dominique Molina CPA, CTS will discuss how to gather, understand, and support your case with the IRS. From collections through relief, you’ll learn how to protect your clients from errors, predatory collections, and even just cumbersom

 Export to Your Calendar 6/5/2017
When: 06/05/2017
12:00 PM until 2:00 PM
Where: Webcast
Surgent
DIRS-2017-01-WEBNR-156-01
United States


Online registration is available until: 6/3/2017
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AcronymXSDIRS117
CPE2 hours
VendorSurgent
Category
Taxation
LevelBasic
PrerequisiteNone
Adv PrepNone
Yellow Book?No
Designed forAll tax preparers who may need to advise a client regarding an IRS case, or represent that client in a case with the IRS
Registration
Member$89
CPA Non-Member$114

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Are you or your clients struggling with IRS anxiety? Learn fundamental information about the IRS system of tax debt collection and administration through this easy-to-follow program. In this webcast, instructors David Stone, EA (a former IRS Offers Desk agent) and Dominique Molina CPA, CTS will discuss how to gather, understand, and support your case with the IRS. From collections through relief, you’ll learn how to protect your clients from errors, predatory collections, and even just cumbersome and slow interactions with the service.

Objectives

  • Understand the IRS system of tax debt collection and administration
  • Learn how to protect your clients from errors and predatory collections

Topics

  • How to sail through the 433 series of forms
  • What forms to use when within the national standards
  • How to go beyond the status quo and actually help your clients plan their household budgets to get the best deal
  • Which documentation is optimal for support your claim
  • How to determine an offer and when to present it
  • Ongoing requirements to help your clients remain compliant
  • The best ways to reduce your client’s tax debt