CONFIDENTLY HANDLE TAX RESOLUTION CASES


....As seen at the IRS Nationwide Tax Forum.


YOU WILL LEARN:

To identify & qualify clients

Case Strategy

Structuring the Engagement

Form completion & submission procedure

The practice of negotiation on clients behalf- How to use the IRM ("IRS Playbook") for Successful Outcomes


Who should attend?

CPA's

Enrolled Agents

Attorneys

Paralegals

Tax Preparers

Other administrative personnel dealing with tax resolution clients


Why Tax Resolution


Add a New Revenue Stream to your firm

You're likely already doing it for free?

Continue being the Go-TO professional for all things tax.

Increase your value to your clients & colleagues

Specialized Knowledge Leads to Higher Fees




  • The information you need to decide if tax resolution is a new service you want to add
  • Information that makes you a most valued advisor.
WIN Consistently for your Clients


  • You don't have to go to battle physically to be successful.
  • Its about knowing the law and procedures and applying them correctly.


  • Learn where to go and what to use to get the wins for your clients
  • Practical knowledge from beginning to end in case work.

Example Curriculum

  Introduction
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  Section 1: Key to Successful Outcomes
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  Section 2: Installment Agreement Options
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  Section 3: Collections - Payment Negotiations
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  Section 4: Handling Current Balances
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  Section 5: Collections - Offer In Compromise
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  Section 6: Pausing Enforcement Actions
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  Section 7: Working With Clients
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  Resources
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Participant Comments




Excellent course, instructor gives you the tools and confidence needed. Highly recommend, and will take future courses.

*****    

 Kedra Flowers is a great instructor and very knowledgeable. Enjoyed listening to her session.

*****

Excellent presentation of the process and helpful insights.

*****    

 The course was presented in a way that was informative for all experience levels.

*****    

 Kedra Flowers is an excellent instructor she goes above and beyond to make sure you understand a Bonus if you ask me

*****



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Frequently Asked Questions


How long is the full course?

The entire course video is just under 7 hours from beginning to end. However, with purchase, you have full access to all sections and can view the information in the order or time frames you choose.


How long do I have to complete the course once purchased?

Your access does not expire until 12 months after purchase.


Can this course be used as an audio course instead of a video?

The course is a replay of a live course and has a video of the lecture PowerPoint. However, it can easily be played via your computer or smartphone and treated as an audiobook to obtain the same understanding of the resolution concepts.

I recommend doing both. The more you hear the information, the better your grasp becomes.