CPAxPACK: The Ultimate IRS Guide: Forms and Collections

Instructor

Mary Jane
Hourani

*** This CPAx Pack includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows
at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Navigate the complexities of IRS procedures with our comprehensive course bundle, designed to equip you with the knowledge and skills needed to handle various IRS interactions with confidence. From understanding the nuances of Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) to mastering the intricacies of IRS collections through Form 433 and Offer in Compromise, this bundle covers it all. Learn the step-by-step process of navigating IRS collections and gain insights into effectively responding to IRS correspondence. Each course is meticulously crafted to provide you with practical tools and strategies for managing IRS authorizations, collections, and communications. Join us and transform your understanding of IRS procedures, ensuring you are well-prepared to tackle any IRS-related challenges. Enroll today and take control of your IRS interactions with confidence!

Learning Objectives

After attending this program you will be able to...

Recognize a healthy and holistic understanding of this new stage of life.
Recognize new sense of direction and purpose for your life.
Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits.
Recognize a new way to describe yourself and your identity.
Develop a Master Plan for being successful in this new stage of your life.
Recall a few key ideas that you can do now which will prepare yourself for this stage later.

Major Topics

"All courses in this Pack are presented by Melissa Galasso

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

Course 1: How to Audit Cash

CPE: 2

Description: Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples.

Course 2: How to Audit Inventory

CPE: 2

Description: Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.

Course 3: How to Audit Expenses & Payables

CPE: 2

Description: It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples.

CPE Credits Available

8 CPE

8: Taxes

Things to Know About This Course

Course Level

Basic

Professional Area of Focus

Taxation

Advanced Preparation

None

Intended Audience

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals advising clients on IRS collections and resolving tax liabilities

March 2, 2026