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WHAT TO DO IF YOUR CLIENT CAN'T PAY THE IRS

Cost Free
Presentation Length 2.0 hours

Recorded DateDecember 14, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

The IRS is not a pleasant creditor and most taxpayers tend to ignore their problems leaving them exposed to liens, levies, and seizures.

Of course all of this means emergencies that you are left to fix, often at night and on weekends when you receive that call of panic!

During this fast paced and entertaining class, we'll explore proactive ways you can work with your clients to relieve their anxiety and provide clear manageable options to alleviate their stress (and yours!).

Topics Covered:

• The Collection Process
• The 3 dreaded letters from the IRS
• Phone Calls
• In-person visits from agents
• Liens, Levies and Seizures
• Early Options: Accepted forms of payment, Installment Agreements, and Case Assignments to Revenue Officers
• Appropriate Forms: 433-A and 433-B
• All about Installment Agreements
• What will be approved?
• Allowable expenditures
• Form 911
• Your rescue in cases of hardship
• Offers in Compromise
• Do's and Don'ts
• Calculating Net Cash Flow
• Current Practices
• Circumstances where it will work to discharge IRS debts

Learning Objectives

  • Identify ways to assist clients if they are unable to pay the IRS.

  • Recognize the IRS practices and procedures in collecting your client's debt.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dominique Molina is the co-founder and President of the American Institute of Certified Tax Coaches. As the driving force and visionary behind the San Diego-based company, Ms. Molina set out to change the way tax professionals approach tax planning. In 2009, Ms. Molina began to create an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. Ms. Molina has successfully licensed tax professionals as Certified Tax Coaches across the country, creating a national network of highly qualified professionals who provide proactive service for their clients. This premier group of professionals features less than 400 specialists in 48 states who have achieved this very specialized designation. Ms. Molina frequently appears as a tax expert and TV guest in regional television markets, including San Diego, Los Angeles, New Orleans, and Honolulu. Her excellent media credentials, professionalism, and outgoing personality allow her to provide expert advice on tax issues. Ms. Molina is also a published author of three best-selling books on taxation. Specialties: Tax planning, Education, Helping tax business owners get paid for their expertise, Tax business marketing, Helps tax business owners gain freedom by getting paid what they’re worth, systematizing their businesses and giving their teams an Extreme Staff Makeover

About Our Presenter

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The American Institute of Certified Tax Coaches is an independent not-for-profit corporation. AICTC is a collaborative network of elite professionals who are using tax planning as a way to establish profitable, consultative practices. The AICTC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Profesional Education on the National Registry of CPE Sponsors. The AICTC is the only organization providing hands-on training, proven systems, tools, support, and the Certified Tax Coach (CTC) designation. When graduates achieve the CTC credential, the designation conveys their unique expertise in tax planning.