Quoting Fees & Closing Sales
​Unlike tax return preparation, which is a commodity service, tax resolution is a highly specialized, unique service that many tax debtors don't even know exists. Therefore, you must actively be engaged in the process of closing sales, unlike tax prep. In this session, we'll cover various fee quotation models, examine some real world fee quote examples, and show you a step-by-step process for closing sales without being sleazy, high-pressure, or violating any regulatory rules.
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Session Objectives

Mechanics of IRS Collections Case Work
This first session will cover the IRS Collections case work process from YOUR perspective as the practitioner. Attendees will learn a systematic structure for approaching the resolution of tax debt cases, starting from the IRS account research and financial analysis necessary to determine eligibility for resolution options, through the resolution process itself and ongoing compliance monitoring best practices.
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Session Objectives

Collections Financial Standards for Individuals & 433-A
This session will cover the IRS Collections Financial Standards that apply to 1040 debtors and how to apply them to your client cases. We will explore each specific expense category and how to apply it. We will also cover conditional vs necessary living expenses, and how to argue for inclusion of certain expenses for your client that they may not otherwise be able to claim.
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Session Objectives

IRS Installment Agreements & Currently Not Collectible Status
Contrary to popular belief, about 75% of all tax debtors will wind up on some sort of payment plan to the IRS. This session will cover the six different types of IRS Installment Agreements plus the requirements for CNC status. Attendees will learn how to obtain pending status protection against enforced collections activity. We will also cover the qualifications and and requirements for entering non-collectible status.
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Session Objectives

RCP Calculations & Offers in Compromise
The IRS Offer in Compromise is by far the least common option available to taxpayers to resolve their tax debts (only 0.37% of Collections cases were resolved via OIC in FY2015). However, for the taxpayer that qualifies, the program is an incredible opportunity to start over. In addition, learning about the OIC program provides practitioners with an important view of the IRS financial analysis process. This session will take a deep dive into the fundamentals of the OIC program. Attendees will learn how to assess eligibility based on financial analysis and understand the process for OIC application, review, and post-acceptance responsibilities.
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Session Objectives

Appeals - Your BFF at the IRS
As a tax resolution specialist, you will spend a significant amount of your case work time interfacing with Appeals. This independent division within the IRS serves as part of the system of checks and balances to ensure that Collections personnel are following laws and regulations, as well as protecting taxpayer rights. During the course of my career, well over half my case resolutions have come from Appeals. This session will delve into how to work with Appeals, plus the specific processes for the two most common Appeals routes you'll take when working Collections cases.
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Session Objectives