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IRS Disputes: Identifying Options for Your Client (FVP3)

  • 11/13/2018
  • 12:30 PM - 4:00 PM
  • Fargo Holiday Inn 701-282-2700


For member pricing, please log in using the email you have on file with the Society. Fees increase by $15 when registering less than 14 days before the class.

Get the confidence and understanding you need to stand up to the Internal Revenue Service. Learn about what may trigger an audit, how to negotiate with the IRS, settle on appeal, and qualify for an IRS collection program. Represent your client with confidence and evaluate your client’s best options for dealing with the IRS.

When you complete this course you will be able to:

  • Determine whether a tax liability has been properly assessed against your client.
  • Identify procedures IRS is required to follow in to assess the Taxpayer.
  • Recall how to advise clients about how to prevent the filing of federal tax liens and minimize the adverse effects of filed liens.
  • Recall how to advise clients concerning the levy, seizure, and sale of property.
  • Recall how to advise clients when they may be eligible for an IRS installment agreement.
  • Identify the circumstances in which an installment agreement is in the client’s best interests.
  • Recall how to advise clients about applying for an offer in compromise.
  • Recall how to complete IRS Form 656 and a Collection Information Statement in to maximize the probability of the offer in compromise being accepted.

Topics Discussed:

  • The Assessment Process
  • The Collection Process for tax liens and levies
  • The IRS process for seizures and sales of taxpayer property
  • Installment Agreements
  • Offers in Compromise

Intended Audience: CPAs, enrolled agents, and attorneys

Level: Intermediate
Instructor: Patrick Kelley
Developer: AICPA
Area of Study: 4 Taxes (Technical)

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3325 South Washington Street
Suite B2
Grand Forks, ND 58201

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 (701) 775-7111
or (877) 637-2727

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