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
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
Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments. He has lectured since 1994 on advanced collection topics.
As an Enrolled Agent, he is licensed to...
Tax Practice Pro, Inc., is a nationwide provider of live and webinar based continuing education. You can call us at 800-943-1750. Our website is www.taxpracticepro.com. You can e-mail firstname.lastname@example.org. For CE/CPE certificates or related issues, Nicole@taxpracticepro.com