This basic-level online training will cover the origin of federal tax liabilities, the basics of tax liens and the IRS Collections process, and the basics of the major resolution options we have available to us as practitioners to help our clients.

This 1-hour webinar should be viewed as a “survey class”, and will lightly touch on a number of topics relevant to the process of resolving client tax debts. You will leave this session with an understanding of the overall IRS Collections case work process and be better positioned to evaluate client situations for appropriate resolution.

To reiterate: This is a *basic*, introductory level class. It is intended mainly for those tax professionals that have very little prior exposure to IRS Collections case work. More than anything else, the goal is for you to leave this session with a better understanding of what tax resolution even is, and help you determine whether or not it’s a service you’re interested in offering within your practice.

Bonus Q&A Session: After the 50-minute CPE class, we’ll do a special Q&A session for about 30 minutes, where you’ll have the chance to ask me your most pressing tax resolution questions. I don’t do this very often, so take advantage of it while you can!

Note: This class is hosted via Zoom. After registration, you will receive a link to access the Zoom session.

Course Objectives

• Explain how tax debts arise and how the IRS goes about collecting them.
• Define the statutory basis of federal tax liens.
• Identify the most common IRS debt resolution programs and the benefits of each.

Special Bonus: When you register for this webinar, you will also receive a complimentary special issue of The Profitable Accountant newsletter as a PDF. This special issue contains my Tax Resolution Daily Marketing Checklist plus Real Life Fee Example Guide.

Continuing Education Information

• Delivery Method: Group-Internet
• Credit: 1.0 CE/CPE hours
• IRS CE Subject Area: Federal Tax Law
• Prerequisite: None.
• Program Level: Basic
• Advance Preparation: None required.
• IRS Program Number: 4Y1UP-T-00109-20-O
• NASBA Registry ID: 140945
• Texas State Board of Public Accountancy CPE Sponsor ID 010474

Tax Marketing HQ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

About the Instructor

Jassen Bowman, EA, CTR™, NTPI® Fellow spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 500 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and Tax Resolution Systems, a checklist manual for practitioners.

To help you to better help your clients and be the most competent taxpayer representative that you can be, we invite you to check out the single most comprehensive tax resolution training course ever developed. Learn more about the Certified Taxpayer Representative™ program at https://TaxResolutionAcademy.com/ctr.

What Others Are Saying About Our Classes

“The instructor was knowledgeable and clear.” -Natalie Mitchell, EA

“It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation.” -Marsha Tisdale, EA

“Practical information for our practice future.” -Donna Henderson, EA

“Great information source.” -Robert Pavicic, EA

“Jassen is very knowledgeable and boils down complicated information into what is applicable, useable and practical.” -Karen Stevenson, EA

“I like your honesty when presenting the materials such as what works and what doesn’t work.” -Sharon Ishii, EA

“Excellent… Provided a great deal of useful information and gave me food for thought.” -Anthony Nazarowski, EA

“This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services.” -Rick Jenkins, EA

“I always enjoy and learn a lot in Jassen and Dan’s webinars, Thank you!” -Jennifer Ginther, EA

“Now I have an idea in which direction I will turn my career. Thank you!” -Yelena Lipovetsky, EA

Note: If you are an EA, your PTIN (for IRS CE reporting) will be collected when you enter the attendance verification check words.