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Anaheim, CA
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16 - Jul
(Nearby Event: Business)
Where:Holiday Inn, 7000 Beach Boulevard, Buena Park, California, United States, 90620
Completely revised and updated for 2019! In this immersion program, attendees will take a "deep dive" into the core principles of resolving individual IRS liabilities, including a structured approach to case work and the resolution strategies that will apply to over 90% of all personal income tax debt cases you'll work. We'll lay a solid foundation for representation as we cover case work processes, financial analysis, the seven types of IRS payment plans, and qualification for non-collectible status. You will not only learn the applicable tax law and IRM procedures, but also participate in hands-on learning exercises to apply the material in a case study fashion. IRS Collections representation, commonly referred to as tax resolution, is one of the most lucrative services you can offer as a tax professional. Right now, over 14 million taxpayers owe back tax liabilities to the federal government, and average case fees from these representation clients exceed $3,750 per engagement. Agenda Tuesday, July 16, 20190800-0940: First, You Need Clients: Tax Resolution Client Attraction0940-0950: Break0950-1130: Quoting Fees & Closing Sales1130-1230: Lunch on your own1230-1410: Client Intake, Case Work Mechanics, and Resolution Pathways1410-1420: Break1420-1600: Client Financial Analysis -- IRS Collections Financial Standards & Form 433-A Wednesday, July 17, 20190800-0940: Client Financial Analysis Case Study & Discussion0940-0950: Break0950-1130: Installment Agreements & Currently Not Collectible Status1130-1230: Lunch on your own1230-1410: RCP Calculations & Offers In Compromise1410-1420: Break1420-1600: Appeals - Your BFF at the IRS Scroll down for detailed session descriptions. Agenda order subject to change. Continuing Education Information Level: Basic to IntermediatePreparation: None required. Prerequisite: Attendees should have basic understanding of IRS assessment procedures. CPA CPE Hours: 12.0 in the Taxes subject area, 4.0 in the Communications &
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