Course Information

Course No:  9412521

Course Name:  A Guide to Tax Resolution - Solving IRS Problems

Field of Study:    Taxes

Course Description:  

Tax resolution means providing solutions to businesses and individuals alike who find themselves in trouble with the IRS. To resolve tax matters with the IRS, the IRS’ Offer in Compromise (OIC) program encourages delinquent taxpayers to settle their back taxes, often for reduced amounts. The areas covered are: Offers in Compromise, Wage Garnishments, Bankruptcy, Installment, Delinquent Tax Returns, IRS Bank Levies, Freedom of Information Requests, IRS Payment Plans, Payroll Tax Problems, IRS Audits, Penalty Abatement, Liens, Collection Appeals, IRS Appeals, Innocent Spouse and Expiration of Statutes.

Learning objectives: After completing this section, you should be able to:

  • Recognize the mission of the IRS and its organization.
  • Identify the role of Taxpayer Advocate and the Freedom of Information Act.
  • Identify how to select the best tax professional.
  • Recognize traits of unfiled tax returns and an Offer In Compromise.
  • Identify reasons for Penalty Abatement.
  • Recognize when the Collection Statute expires.
  • Identify factors in the innocent spouse defense.
  • Recognize the reasons the IRS may close a case as uncollectible
  • Recognize the three-year statute of limitations.
  • Recognize other statute of limitations rules and the steps of the collection process.
  • Identify steps followed by the IRS when issuing tax liens, levies and wage garnishments.
  • Outline IRS payment plans.
  • Identify specific issues with installment agreements.
  • Recognize key determinants in the OIC application process, including payment options and terms.
  • Identify key details about how the IRS handles an Offer In Compromise (OIC).
  • Recognize possible actions on submitted and accepted offers.
  • Recognize how to use the bankruptcy laws.
  • Identify how the bankruptcy laws relate to different tax problems.
  • Recognize a variety of frequently asked questions (FAQs) regarding tax-collection related matters.

Course Material: Online Material

Program level: Overview

Prerequisites: None

Advance preparation: None

Type of delivery method: QAS Self-study

Recommended CPE credits:   6.0

Final examination expiration date:   The program participant will have one year from the date of purchase to complete the course and final examination.



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Web CPE is an IRS approved Continuing Education Provider. Our IRS Approved Continuing Education Provider number is YY40T.