Select a Webcast

July 23, 2018
1:00PM - 3:00PM ET

$79

August 21, 2018
12:00PM - 2:00PM ET

$79

September 19, 2018
12:00PM - 2:00PM ET

$79

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 you with a succinct manner of analyzing a potential collection client's tax situation to determine which options are available to help them resolve their tax issue. You'll learn about 10 collection method alternatives, what characteristics make the potential client a good fit for each method, and the pitfalls to avoid in each of them. Course materials include direct citations to IRC, regulations, and IRM to help guide the practitioner through the analysis of how 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
May 4, 2017
None
WC18176161
None


Compliance Information

103220
IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01163-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1117
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion, participants will be able to:

  • Understand available collection alternatives
  • Compare and contrast the various options for dealing with tax liabilities
  • Use an intake form to help decide which option is best for your client


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