How to Successfully Interview a Potential Rep Client

NOTE: This is 1 of 15 webinars offered in "The Marc Dombrowski Representation Education Experience". Purchasing all 15 courses not only includes up to 30 CE credits but also 2 personal case consultations with Marc, where you will receive individual assistance on 2 of your actual client cases.

This webinar can also be purchased as part of a 3 or 5 bundle or as a stand-alone webinar.

This webinar reviews a sample set of data collection forms and explains their use in interviewing a potential non-compliant taxpayer to assist in arriving at potential resolution scenarios. Through a case study, analyse the process after a client is signed and reviewed, including how to aid the client in financial disclosure and current compliance including estimated payments. Finally, the case study reviews various practice strategies to move the client through resolution. Also, attendees will be given "Marc's EA Collection Package" of useful practice forms/guides

This course qualifies for 2 NASBA CPE, 2 IRS CE, and 2 CTEC CE

IRS Program 7Q3WU-T-00149-20-O

CTEC Program 6248-CE-0065

PRICING:
Choose all 15 webinars which includes individual assistance from Marc on 2 of your actual client cases for $697.

Choose any 5 from the 15 webinars offered for a bundled price of $349

Choose any 3 from the 15 webinars offered for a bundled price of $224

Each webinar is offered for $79