This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. 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.
