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December 13, 2018
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Webcast
2
Basic
Taxes
None

Course Description

IRS statistics show an increasing number of collection accounts over the last five years. This course will provide practitioners with a concise method of analyzing the tax situation of a potential collection client to determine which options are available to help resolve their tax issue. Participants will learn 10 collection method alternatives, what characteristics make the potential client a good fit for each method, and the pitfalls to avoid in each method.

Course materials include direct citations to the Internal Revenue Code, regulations, and the Internal Revenue Manual in an effort to help guide practitioners to handle a collection client issue with success.




Instructor

Mark Seid, EA, CPA, USTCP

Mark F. Seid, EA, CPA has an active tax practice in Paso Robles, California specializing in small businesses and tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.



Course Specifics

Taxes
Jul 25, 2018
None
WC18186461
None


Compliance Information

103220
IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01294-18-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1239
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Cite the alternatives available to a collection client
  • Compare and contrast various options for dealing with tax liabilities
  • Recognize the factors that eliminate a collection resolution option
  • Employ an intake form to help decide which option is best for your client 



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