Category: Videos

Webinar Replay: IRS People First Initiative and Collections Response to COVID-19 Pandemic (Plus 2-hour Q&A)


This 50-minute webinar, which turned into three hours after the unintended 2-hour Q&A, covers information that CPAs, Enrolled Agents, and tax attorneys need to know in regard to IRS Collections Division actions during the coronavirus situation. This webinar includes technical guidance, marketing suggestions, and tasteless jokes for your entertainment. Recorded: March 27, 2020. Information was accurate as of the date of recording, but may be grossly outdated by the time you actually watch this. Replay not eligible for CPE.


Full Text of the People First Initiative News Release

Reposted for archival and informational purposes. Original news release at IR-2020-59, March 25, 2020 WASHINGTON — To help people facing the challenges of COVID-19 issues, the Internal Revenue Service announced today a sweeping series of steps to assist taxpayers by providing relief on a variety of issues ranging from easing payment guidelines to postponing compliance actions. “The IRS is taking extraordinary steps to help the people of our country,” said IRS Commissioner Chuck Rettig. “In addition to extending tax deadlines and working on new legislation, the IRS is pursuing unprecedented actions to ease the burden on people facing tax issues. During this difficult time, we want people working together, focused on their well-being, helping each other and others less fortunate.” “The new IRS People First Initiative provides immediate relief to help people facing uncertainty over taxes,” Rettig added “We are temporarily adjusting our processes to help people and businesses during these uncertain times. We are facing this together, and we want to be part of the solution to improve the lives of all people in our country.” These new changes include issues ranging from postponing certain payments related to Installment Agreements and Offers in Compromise to collection and limiting certain enforcement actions. The IRS will be temporarily modifying the following activities as soon as possible; the projected start date will be April 1 and the effort will initially run through July 15. During this period, to the maximum extent possible, the IRS will avoid in-person contacts. However, the IRS will continue to take steps where necessary to protect all applicable statutes of limitations. “IRS employees care about our people and our country, and they have a strong desire to help improve this situation,” Rettig said. “These new actions reflect just one of many ways our employees are working hard every day to assist the nation. We care, a lot. IRS employees are actively … Continue reading

3 Cheap Tax Resolution Marketing Strategies

Today’s video provides a significant jump in quality over the one from yesterday. Starting to get lighting and echo figured out, and I even learned how to button my shirt!

In this six minute video, I’ll cover three marketing strategies that you can start using today to grow your tax resolution business. These strategies are all very low cost, and one is even totally free. None of them are complicated, and you can jump in with both feet right away on all three tactics.

Now, I know that some people will look at one or more of these and immediately say, “Well, I need this or that…” or “But my region is different…”

No you don’t and no it’s not.

These three things are incredibly simple, and they do and will work everywhere for every practice. You simply need to implement. For example, you don’t need a script for the third one — and I know for a fact that this will be a common objection to taking action. Just start calling and make it up as you go. “I need a script” is merely an excuse for not taking action.

Without further ado…

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Video: Why You Should Be Using Video To Market Your Tax Firm

And now for something completely different… 🙂

As you may know by now, I tend to be a fairly introverted person. I’m inherently nervous in front of live seminar crowds, and even more self-conscious about being on camera. That’s why I almost always hide behind a PowerPoint deck online.

After years of successfully ignoring the live video trend, I’m realizing that I just can’t ignore it anymore.

So today I’m presenting the first in a new series of short tax resolution training videos that will cover various aspects of marketing, practice management, and case work to help you grow and operate your practice. In this first video, I explain why YOU should be doing video to give yourself a local search boost.

You’ll notice here that the lighting is pretty bad, the audio clarity isn’t the greatest, I’m moving too much, and I even managed to miss a button on my shirt. But one take and it was done, and here it is for you. I’ll be educating myself about lighting and other cinematography stuff over the coming weeks.

Without further ado…

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