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Assisting Clients with Significant Tax Debts

This session will teach tax practitioners to effectively represent clients who owe back taxes. It begins with assessment considerations and walks through the entire collection process through the collection due process (CDP) appeals rights and other practical considerations.

Objectives

Upon completion of the session, the learner will be able to:

• Evaluate assessment and statutory limits to ensure the debt is valid
• Interpret IRS-enforced collection tools
• Summarize passport revocation
• Define the IRS notice cycle
• Describe challenges to enforced collections
• Identify collection alternatives and financial analysis
• Describe collection due process (CDP) and how to properly use this right

Details

Eli Noff, Esq., CPA

Instructor:

Level:

Overview

Prerequisites:

None

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

0

CFP®

No

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.