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.
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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