WEBINAR: Representation, Notices, Installment Agreements, OIC, Collections - E3S5R-T-00816-24-O
2 Hours Tax (Federal); IRS:
This class will provide a synopsis on Client Representation, IRS Notices, Installment Agreements, Offer in Compromises, and everything in between. In addition, this session will assist in resolving clients worst tax debts and help them put their financial lives back together. The implementation and types of installment agreements will be reviewed. Furthermore, an inspection of Partial Pay Installment Agreements and the Currently not Collectible status will be provided. Types of Offers will be analyzed with an emphasis on the Doubt as to Collectability program. What payment options are available with Offers and how to calculate an amount that the IRS will agree to will be evaluated. Analysis on how to keep taxpayers in compliance with these programs will be discussed and effects on the statute of limitations.
Learning Objectives
Upon completion of the session, the learner will be able to:
- Client Representation overview
- Critique Taxpayer Bill of Rights
- Use of Engagement Letters
- Conflicts of Interest
- Power of Attorneys
- Statutes
- Explain types of IRS Transcripts
- Explain payment alternatives.
- Analyze Installment Agreements
- Evaluate other types of payment arrangements
- Discuss how and when to effectively use the Offer in Compromise program
- Express the importance of keeping taxpayers in compliance
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ended 10/17/24 at 12:30 PM EST
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2.00 (Tax (Federal)) | $59.00 |
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Non-Member
Registration Ended 10/17/24 at 12:30 PM EST
|
2.00 (Tax (Federal)) | $89.00 |
Allan J. Reynolds, EA
A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.
Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.
A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.
Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352