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.