This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
- Analyze the various ways that data can be misleading.
- Recognize that data interpretation is affected by many factors.
- Identify how these factors can lead to pitfalls in interpretation.
- Overcome data interpretation pitfalls.
Major Topics
The major topics that will be covered in this course include:
- The steps necessary to effectively transform a tax or accounting practice into an advisory service.
- What it means to be a CFO/advisor to small-to-medium sizes businesses.
- What qualifications are necessary to offer an advisory service.
- How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.
