Workshops
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I. The IRS Audit Workshop: From Contact Letter to Closing Agreement
4 cpe credits – 8 cpe credits
Join us for this very special workshop where Tax Attorney and National Speaker Eric Green will walk you through the IRS audit process, how to handle an audit like a pro and what to do when things are going sideways with the examiner. With the IRS waging war on more than 10 million non-filers, and with most audits being done through automation, the need for trained practitioners who know what they are doing has never been higher, and with the fallout from the COVID-19 pandemic the number of taxpayers who need help is going to explode.
This special workshop will include the following:
- The IRS Audit Process
- The IRS Notices
- Power of Attorney Issues
- The Taxpayer Interview
- Records and the Quickbooks File
- Issues surrounding Cash Intensive Businesses
- Hobby Loss Considerations
- Eggshell Audit (ie. Fraud) Concerns
- Reconstructing Records
- How to file and prepare an Appeal
The workshop will include detailed case studies, including sample forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.
Learning Objectives:
- Explain the IRS audit process
- Identify opportunities to resolve the audit to the benefit of your client
- Describe potential audit issues with cash intensive businesses
- Explain how the hobby loss rules work
- Identify the issues for representatives when they discover potential fraud
- Explain the appeals process
-
II. The Biggest Tax Screw-Ups! Learn From Cases I Screwed Up So You Wont Have To!
“Learn from the mistakes of others. You can’t live long enough to make them all yourself.”
― Eleanor Roosevelt
3 cpe credits
Join us for this very entertaining and enlightening three-hour special workshop where Tax Attorney and National Speaker Eric Green will walk you through the cases he has screwed up the worst in the last 23 years, the lessons you should take from and how to apply those lessons when you have cases in your office. During the program Eric will review the client situation, what he did and review what should have happened.
- Stupid people make the same mistakes over and over;
- Average people make the mistake, learn, and never make it again;
- Brilliant people watch others make the mistake and avoid it all together.
Be brilliant, join us on June 30th, and never make these mistakes in your own practice!
This special workshop will include the following cases:
- The Continuing Levy That Wasn’t (But Was)
- Winning the Battle But Losing The War – The Extra W-2
- The Trust Fund Recovery Penalty is NOT About Fascism
- You Cannot Get Innocent Spouse Relief on Your Own Income
- The Brain Cancer Penalty Abatement Case
- My First, and Worst, Payroll Tax Case
The workshop will include a detailed review of the situation with exhibits and forms, an in-depth discussion of what happened and then a review of how you should handle these situations when they arise in your practice. Experience is the best teacher, but if you can learn while not making those same mistakes, you will be way ahead of the game in helping your clients.
Learning Objectives:
- Understand how the payroll liability and trust fund assessment process works
- Identify critical issues when seeking penalty abatement
- Explain how the Reasonable Collection Potential formula works
- Describe when innocent spouse relief from a joint liability si available and how to seek it
-
III. The Ultimate IRS Collections Workshop: Learn How to Resolve Your Client’s Tax Nightmare
4 cpe credits
Join us for this workshop where Tax Attorney and National Speaker Eric Green will walk you through the IRS Collections process and how to utilize the rules to resolve your client’s nightmare with regards to everything from tax liens and tax levies to collection appeals. Given the current economic uncertainty there has never been a better time to add this specialized and highly sought-after service to your current practice. With 15 million taxpayers in the collection division’s inventory, and another 7 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.
This special workshop will include the following:
- The IRS Collection Process
- The IRS Notices
- Tax Liens
- Tax Levies
- Installment Agreements
- Uncollectible Status
- Offers-in-Compromise
- Collection Appeals
- Tools for Managing an IRS Representation Practice
- Marketing: How to Find Clients
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Learning Objectives:
- Explain the IRS Collection process
- Identify opportunities to help taxpayers resolve their outstanding tax debts
- Describe how tax liens work and options for removing them
- Explain the mechanics of a tax levy
- Identify what is required for tax compliance
- Explain the options for resolving an outstanding tax debt
- Describe how to resolve tax issues with the Collection Appeals function
-
IV. How to Win an Innocent Spouse Case: The Workshop
4 cpe credits
The fallout from the pandemic has seen bankruptcy and divorce rates soar, and many courts have not even reopened yet! Before the dust even settles on the divorce clients will be seeking help to unwind that joint liability for the returns they signed with their now ex-spouse. Join us on July 21st as attorney and national speaker Eric Green will walk you through the innocent spouse case from start to finish. The program will review joint liability, what practitioners should consider BEFORE they file the return, and what to do with the client that now owes a liability they do not believe they should be responsible for. The workshop will also review how to document your client’s case, how to complete the Form 8857, and how to prepare and handle the Appeal.
The workshop will include case studies of actual cases with forms so you can follow how things went right, what happened when they went bad, and learn what to do in your practice so you can give your client the best shot of relief possible.
Learning Objectives:
- Understand how joint liability for a tax return works
- Identify issues surrounding innocent spouse claims
- Explain how the innocent spouse process works
- Describe how to document your client’s innocent spouse claim
-
V. The Ultimate IRS Offer-in-Compromise Workshop: From Billing Notice to Acceptance Letter
4 cpe credits
Join us for this very special workshop where Tax Attorney and National Speaker Eric Green will walk you through how to file an Offer-in-Compromise that gets accepted. Given the current economic uncertainty there has never been a better time to add this specialized and highly sought-after service to your current practice. With 15 million taxpayers in the collection division’s inventory, and another 7 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.
This special workshop will include the following:
- A review of the Offer-in-Compromise program,
- An in-depth analysis of the 4 different types of Offers and when to use each,
- How Reasonable Collection Potential is calculated by the IRS,
- How to find clients,
- Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently.
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Learning Objectives:
- Explain the Offer-in-Compromise process and how the IRS program works
- Identify opportunities to help taxpayers make themselves a better Offer-in-Compromise candidate
- Describe how the IRS calculated reasonable collection potential
- Explain the requirements to qualify for an Offer-in-Compromise
- Identify what is required to maintain tax compliance
- Describe how to prepare an Appeal of a denied Offer
-
VI. Payroll Tax Train Wreck: The Ultimate Payroll Tax Resolution Workshop
4 cpe credits
Payroll taxes are the number one reason why small business get into trouble with the IRS, and the fallout from the COVID-19 pandemic is expected to be severe and widespread. This program will walk you through how to resolve your business client’s worst payroll tax nightmare like a pro. Eric will cover the assessment and resolution for the company, and how to deal with the personal liability of the owner and key employees.
This special workshop will include the following:
- A review of how payroll taxes and the personal assessment work,
- Opportunities to resolve the issue at the company level and minimize penalties,
- How to prepare a protest and build your client’s case when challenging personal liability,
- How to reopen cases where the client failed to protest the trust fund assessment,
- How to find clients who need help,
- Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently.
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Learning Objectives:
- Explain how payroll taxes work
- Identify issues that create personal liability for unpaid payroll taxes
- Describe how the IRS assesses liabilities against the company
- Explain the options for the company to resolve its payroll tax liability
- Explain how personal liability for the unpaid trust funds works
- Describe the options for a responsible person to resolve their trust fund penalty liability
-
VII. Tax Liens & Tax Levies Workshop: How to Navigate IRS Enforcement
4 cpe credits
IRS Enforcement is the cornerstone of our voluntary tax system, just in case people really think its voluntary! This special workshop will walk you through the mechanics of tax liens and tax levies, and through case studies explain how to save your clients, resolve their issues and make a lot of money doing it. With 15 million taxpayers in the collection division’s inventory, and another 10 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.
This special workshop will include the following:
- Tax Lien Mechanics
- Discharging Assets from a Tax Lien
- Getting the IRS to Subordinate its Tax Lien
- Requesting and Getting Liens Withdrawn
- Tax Levy Mechanics
- How to Help Client’s Avoid Tax Levies
- Having Levies Released
- Disqualified Employment Tax Levies
- Case Studies with Completed Forms
- Checklists for Tax Liens and Tax Levies
- Marketing: How to Find Clients
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.
Learning Objectives:
- Explain the IRS Collection process
- Identify opportunities to help taxpayers resolve their outstanding tax debts
- Describe how tax liens work and options for removing them
- Explain the mechanics of a tax levy
- Identify what is required for tax compliance
- Explain the options for having a tax lien subordinated to another creditor
- Describe how disqualified employment tax levies work and when the IRS utilizes them
-
VIII. Sales Tax Audits vs IRS Audits: A Review of State & Federal Audit Techniques and How to Protect Your Clients
3 cpe credits
This workshop will walk attendees through how sales tax audits are done, the techniques used by the various states and how practitioners can help protect their client from the overzealous state auditor. The program will compare the state audit techniques used by the IRS auditors so practitioners get a well-rounded review and comparison between the two approaches and what they need to know to help their client handle each type of audit.
This special workshop will include the following:
- A review both federal and state audit techniques,
- A review of the different approaches taken by states than that of the IRS
- A detailed discussion of preparing for the audit
- Dealing with the auditor, the request for interview and the Quickbooks file
- What to do if the client’s records are less than stellar
- Issues surrounding cash intensive businesses
- The income tax impact of the bad sales tax audit
- Preparing and handling the appeal
The workshop will include detailed exhibits, forms and reviews of actual cases to illustrate the good and bad that can go on, and what to do when the audit starts to go off the rails. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Learning Objectives:
- Explain both the IRS and state audit selection process
- Identify similarities and differences in the approach to testing for federal and state audits
- Describe how the audit process is different from the state testing techniques and the federal testing techniques
- Explain the issues surrounding cash intensive businesses
- Describe how the approach to Appeals is different with various states vs the IRS
-
IX. The Civil and Criminal Tax Consequences of a ‘Complicated’ Relationship
Full-Day, 8 CPE Credits
Tony and Marie own a very successful restaurant. Unbeknownst to Marie, Tony was carrying on an affair with their bookkeeper, Tina. In 2019 Tony found a new girlfriend, breaking up with Tina. In the midst of the heated breakup, Tony ultimately fires Tina, grabbing the stuff from her desk and tossing it out the back door of the restaurant, all over the parking lot. Tina goes home furious and., after mulling it over for a few days, picks up the phone and makes a fateful call…
Join us for this very special full-day workshop where Tax Attorney and National Speaker Eric Green will walk you through an actual client case that started as a criminal tax investigation, turned into a civil audit, divorce, innocent spouse battle and Offer-in-Compromise.
This special workshop will include the following:
- A review IRS criminal and civil investigation procedures
- Taking the exam to Appeals and United States Tax Court
- A breakdown of an actual innocent spouse case from start to finish
- An in-depth analysis of IRS Collection and the Offer-in-Compromise program
- How Reasonable Collection Potential is calculated by the IRS,
- Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently
- How to charge for these services and create a whole new revenue stream
The workshop will include all the forms, checklists and documents that tie into our case study. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.
Learning Objectives:
- Explain the Offer-in-Compromise process and how the IRS program works
- Identify opportunities to help taxpayers make themselves a better Offer-in-Compromise candidate
- Describe how the IRS calculated reasonable collection potential
- Explain the requirements to qualify for an Offer-in-Compromise
- Identify what is required to maintain tax compliance
- Describe how to prepare an Appeal of a denied Offer
I. The IRS Audit Workshop: From Contact Letter to Closing Agreement
4 cpe credits – 8 cpe credits
Join us for this very special workshop where Tax Attorney and National Speaker Eric Green will walk you through the IRS audit process, how to handle an audit like a pro and what to do when things are going sideways with the examiner. With the IRS waging war on more than 10 million non-filers, and with most audits being done through automation, the need for trained practitioners who know what they are doing has never been higher, and with the fallout from the COVID-19 pandemic the number of taxpayers who need help is going to explode.
This special workshop will include the following:
- The IRS Audit Process
- The IRS Notices
- Power of Attorney Issues
- The Taxpayer Interview
- Records and the Quickbooks File
- Issues surrounding Cash Intensive Businesses
- Hobby Loss Considerations
- Eggshell Audit (ie. Fraud) Concerns
- Reconstructing Records
- How to file and prepare an Appeal
The workshop will include detailed case studies, including sample forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.
Learning Objectives:
- Explain the IRS audit process
- Identify opportunities to resolve the audit to the benefit of your client
- Describe potential audit issues with cash intensive businesses
- Explain how the hobby loss rules work
- Identify the issues for representatives when they discover potential fraud
- Explain the appeals process
II. The Biggest Tax Screw-Ups! Learn From Cases I Screwed Up So You Wont Have To!
“Learn from the mistakes of others. You can’t live long enough to make them all yourself.”
― Eleanor Roosevelt
3 cpe credits
Join us for this very entertaining and enlightening three-hour special workshop where Tax Attorney and National Speaker Eric Green will walk you through the cases he has screwed up the worst in the last 23 years, the lessons you should take from and how to apply those lessons when you have cases in your office. During the program Eric will review the client situation, what he did and review what should have happened.
- Stupid people make the same mistakes over and over;
- Average people make the mistake, learn, and never make it again;
- Brilliant people watch others make the mistake and avoid it all together.
Be brilliant, join us on June 30th, and never make these mistakes in your own practice!
This special workshop will include the following cases:
- The Continuing Levy That Wasn’t (But Was)
- Winning the Battle But Losing The War – The Extra W-2
- The Trust Fund Recovery Penalty is NOT About Fascism
- You Cannot Get Innocent Spouse Relief on Your Own Income
- The Brain Cancer Penalty Abatement Case
- My First, and Worst, Payroll Tax Case
The workshop will include a detailed review of the situation with exhibits and forms, an in-depth discussion of what happened and then a review of how you should handle these situations when they arise in your practice. Experience is the best teacher, but if you can learn while not making those same mistakes, you will be way ahead of the game in helping your clients.
Learning Objectives:
- Understand how the payroll liability and trust fund assessment process works
- Identify critical issues when seeking penalty abatement
- Explain how the Reasonable Collection Potential formula works
- Describe when innocent spouse relief from a joint liability si available and how to seek it
III. The Ultimate IRS Collections Workshop: Learn How to Resolve Your Client’s Tax Nightmare
4 cpe credits
Join us for this workshop where Tax Attorney and National Speaker Eric Green will walk you through the IRS Collections process and how to utilize the rules to resolve your client’s nightmare with regards to everything from tax liens and tax levies to collection appeals. Given the current economic uncertainty there has never been a better time to add this specialized and highly sought-after service to your current practice. With 15 million taxpayers in the collection division’s inventory, and another 7 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.
This special workshop will include the following:
- The IRS Collection Process
- The IRS Notices
- Tax Liens
- Tax Levies
- Installment Agreements
- Uncollectible Status
- Offers-in-Compromise
- Collection Appeals
- Tools for Managing an IRS Representation Practice
- Marketing: How to Find Clients
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Learning Objectives:
- Explain the IRS Collection process
- Identify opportunities to help taxpayers resolve their outstanding tax debts
- Describe how tax liens work and options for removing them
- Explain the mechanics of a tax levy
- Identify what is required for tax compliance
- Explain the options for resolving an outstanding tax debt
- Describe how to resolve tax issues with the Collection Appeals function
IV. How to Win an Innocent Spouse Case: The Workshop
4 cpe credits
The fallout from the pandemic has seen bankruptcy and divorce rates soar, and many courts have not even reopened yet! Before the dust even settles on the divorce clients will be seeking help to unwind that joint liability for the returns they signed with their now ex-spouse. Join us on July 21st as attorney and national speaker Eric Green will walk you through the innocent spouse case from start to finish. The program will review joint liability, what practitioners should consider BEFORE they file the return, and what to do with the client that now owes a liability they do not believe they should be responsible for. The workshop will also review how to document your client’s case, how to complete the Form 8857, and how to prepare and handle the Appeal.
The workshop will include case studies of actual cases with forms so you can follow how things went right, what happened when they went bad, and learn what to do in your practice so you can give your client the best shot of relief possible.
Learning Objectives:
- Understand how joint liability for a tax return works
- Identify issues surrounding innocent spouse claims
- Explain how the innocent spouse process works
- Describe how to document your client’s innocent spouse claim
V. The Ultimate IRS Offer-in-Compromise Workshop: From Billing Notice to Acceptance Letter
4 cpe credits
Join us for this very special workshop where Tax Attorney and National Speaker Eric Green will walk you through how to file an Offer-in-Compromise that gets accepted. Given the current economic uncertainty there has never been a better time to add this specialized and highly sought-after service to your current practice. With 15 million taxpayers in the collection division’s inventory, and another 7 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.
This special workshop will include the following:
- A review of the Offer-in-Compromise program,
- An in-depth analysis of the 4 different types of Offers and when to use each,
- How Reasonable Collection Potential is calculated by the IRS,
- How to find clients,
- Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently.
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Learning Objectives:
- Explain the Offer-in-Compromise process and how the IRS program works
- Identify opportunities to help taxpayers make themselves a better Offer-in-Compromise candidate
- Describe how the IRS calculated reasonable collection potential
- Explain the requirements to qualify for an Offer-in-Compromise
- Identify what is required to maintain tax compliance
- Describe how to prepare an Appeal of a denied Offer
VI. Payroll Tax Train Wreck: The Ultimate Payroll Tax Resolution Workshop
4 cpe credits
Payroll taxes are the number one reason why small business get into trouble with the IRS, and the fallout from the COVID-19 pandemic is expected to be severe and widespread. This program will walk you through how to resolve your business client’s worst payroll tax nightmare like a pro. Eric will cover the assessment and resolution for the company, and how to deal with the personal liability of the owner and key employees.
This special workshop will include the following:
- A review of how payroll taxes and the personal assessment work,
- Opportunities to resolve the issue at the company level and minimize penalties,
- How to prepare a protest and build your client’s case when challenging personal liability,
- How to reopen cases where the client failed to protest the trust fund assessment,
- How to find clients who need help,
- Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently.
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Learning Objectives:
- Explain how payroll taxes work
- Identify issues that create personal liability for unpaid payroll taxes
- Describe how the IRS assesses liabilities against the company
- Explain the options for the company to resolve its payroll tax liability
- Explain how personal liability for the unpaid trust funds works
- Describe the options for a responsible person to resolve their trust fund penalty liability
VII. Tax Liens & Tax Levies Workshop: How to Navigate IRS Enforcement
4 cpe credits
IRS Enforcement is the cornerstone of our voluntary tax system, just in case people really think its voluntary! This special workshop will walk you through the mechanics of tax liens and tax levies, and through case studies explain how to save your clients, resolve their issues and make a lot of money doing it. With 15 million taxpayers in the collection division’s inventory, and another 10 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.
This special workshop will include the following:
- Tax Lien Mechanics
- Discharging Assets from a Tax Lien
- Getting the IRS to Subordinate its Tax Lien
- Requesting and Getting Liens Withdrawn
- Tax Levy Mechanics
- How to Help Client’s Avoid Tax Levies
- Having Levies Released
- Disqualified Employment Tax Levies
- Case Studies with Completed Forms
- Checklists for Tax Liens and Tax Levies
- Marketing: How to Find Clients
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.
Learning Objectives:
- Explain the IRS Collection process
- Identify opportunities to help taxpayers resolve their outstanding tax debts
- Describe how tax liens work and options for removing them
- Explain the mechanics of a tax levy
- Identify what is required for tax compliance
- Explain the options for having a tax lien subordinated to another creditor
- Describe how disqualified employment tax levies work and when the IRS utilizes them
VIII. Sales Tax Audits vs IRS Audits: A Review of State & Federal Audit Techniques and How to Protect Your Clients
3 cpe credits
This workshop will walk attendees through how sales tax audits are done, the techniques used by the various states and how practitioners can help protect their client from the overzealous state auditor. The program will compare the state audit techniques used by the IRS auditors so practitioners get a well-rounded review and comparison between the two approaches and what they need to know to help their client handle each type of audit.
This special workshop will include the following:
- A review both federal and state audit techniques,
- A review of the different approaches taken by states than that of the IRS
- A detailed discussion of preparing for the audit
- Dealing with the auditor, the request for interview and the Quickbooks file
- What to do if the client’s records are less than stellar
- Issues surrounding cash intensive businesses
- The income tax impact of the bad sales tax audit
- Preparing and handling the appeal
The workshop will include detailed exhibits, forms and reviews of actual cases to illustrate the good and bad that can go on, and what to do when the audit starts to go off the rails. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Learning Objectives:
- Explain both the IRS and state audit selection process
- Identify similarities and differences in the approach to testing for federal and state audits
- Describe how the audit process is different from the state testing techniques and the federal testing techniques
- Explain the issues surrounding cash intensive businesses
- Describe how the approach to Appeals is different with various states vs the IRS
IX. The Civil and Criminal Tax Consequences of a ‘Complicated’ Relationship
Full-Day, 8 CPE Credits
Tony and Marie own a very successful restaurant. Unbeknownst to Marie, Tony was carrying on an affair with their bookkeeper, Tina. In 2019 Tony found a new girlfriend, breaking up with Tina. In the midst of the heated breakup, Tony ultimately fires Tina, grabbing the stuff from her desk and tossing it out the back door of the restaurant, all over the parking lot. Tina goes home furious and., after mulling it over for a few days, picks up the phone and makes a fateful call…
Join us for this very special full-day workshop where Tax Attorney and National Speaker Eric Green will walk you through an actual client case that started as a criminal tax investigation, turned into a civil audit, divorce, innocent spouse battle and Offer-in-Compromise.
This special workshop will include the following:
- A review IRS criminal and civil investigation procedures
- Taking the exam to Appeals and United States Tax Court
- A breakdown of an actual innocent spouse case from start to finish
- An in-depth analysis of IRS Collection and the Offer-in-Compromise program
- How Reasonable Collection Potential is calculated by the IRS,
- Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently
- How to charge for these services and create a whole new revenue stream
The workshop will include all the forms, checklists and documents that tie into our case study. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.
Learning Objectives:
- Explain the Offer-in-Compromise process and how the IRS program works
- Identify opportunities to help taxpayers make themselves a better Offer-in-Compromise candidate
- Describe how the IRS calculated reasonable collection potential
- Explain the requirements to qualify for an Offer-in-Compromise
- Identify what is required to maintain tax compliance
- Describe how to prepare an Appeal of a denied Offer