CPA - medium firm
Other
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
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Identify ways to assist clients if they are unable to pay the IRS.
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Recognize the IRS practices and procedures in collecting your client's debt.
Eric, GA
"This webinar along with the one done by Michael Rozbruch have been some of the best and most informative sessions I have attended this year. I am member of Michael's tax program and I plan to sign up with IRS Solutions. My firm has already reaped immediate financial benefits by becoming a member of Michael's tax program. Thank you."
Lance, WA
"This webinar is why I only give a '4' to many others. For me, it was a very useful bit of information to put into my practice. I am a sole practitioner with no plan to purchase the software immediately, but neither do I plan to respond to so many IRS letters for free, either. Thanks."
Chrystal, PA
"I actually have a client I am working on currently. I pulled the file while we were in the webinar and referenced and pulled out several notices as the presenter discussed them and made notes so I could follow up later - very helpful for this particular client! Thanks so much!"
Brian, UT
"Dominique Molina helped me learn about issues I should watch for, when dealing with new clients. My entire business is new, and I think this webinar was one of the most valuable I've attended at CPA Academy. I hope she offers this webinar one more time, at least."
WANDA, NY
"this was a fantastic webinar. wish it had been available a couple of months ago. going thru 3 audits with two different people and the information in this webinar would have been very helpful in the beginning. still learned some very useful information today."
Cathy, MN
"Once the presenters got through the initial banter, I thought the information offered was extrememly helpful as I am working on a tax resolution case now. The core content was a thorough summary of the process. Good to see a brief demo of the software."
Charles, CA
"One of the most proficient speakers I've listened to. I felt I was listening to the authority on the subject of helping our clients wade through the IRS system. I will be looking for any presentations in the future from Dominique!!"
Mary Jo, NC
"I am so very pleased that I got into the CPE class on the knick of time. Every CPA should be aware of the options their clients have when owing the IRS at year end. Also....what will happen if they ignore notices and do not pay."
Dominique Molina, CPA
The American Institute of Certified Tax Coaches, Inc.
President
dominique@certifiedtaxplanners.com
(877) 692-4282
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
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