February 22, 2023


Webinar


2 Total CPE Credits

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The Tax Bill is Huge! What's Next for your Client

Learning Objectives

After attending this presentation you will be able to...
  • Identify how to begin a civil audit engagement including client onboarding, pricing, engagement letters, Power of Attorney management, and how to prepare for the initial meeting with the auditor
  • Recognize what the notices and forms you will encounter mean and how to read them
  • Create a case plan and checklist of documentation, files, and other items you will need from the client
  • Identify the strategies for handling the auditor and the client

Major Topics

The major topics that will be covered in this class include:

  • IRS collection process
  • How the IRS utilizes Tax Liens and Tax Levies to collect back taxes, and the various options practitioners have to help taxpayers.
  • Review of the collection alternatives available, including installment agreements, noncollectable status, offers-in-compromise and bankruptcy.

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs and Accountants

Provider

CPA Crossings

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  • ASCPA Non-Member

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