Tax Resolution: Navigating IRS and State Tax Issues -Webinar Series
TITLE: Basics of Tax Resolution - Part 1
COURSE SUMMARY :
LIVE DATE: Friday, March 21, 2025 | TIME: 01:00 PM EST |DURATION :120 Minutes
You will obtain a basic foundation of the various topics that you will need to know to represent clients that are in trouble with the IRS. This includes:
- Collection issues-the various options to pay or settle the balance due; the IRS collection options.
- Marketing-learn how to market to taxpayers with IRS problems to get new clients; learn how to conduct the client interview and overcome their objections to engaging your services
- Learn how to set up the file for a new client.
- Other topics will include Leins, Levies, Non-Filers, and How to Determine the Correct Balance Due
Areas Covered
The topics covered in this course include:
- How to work with the Collection Division of the IRS
- How to determine the correct balance due the IRS
- How to interview the prospect and get them to become a client
- Liens and Levies
- Marketing Strategies
- Non-filer issues
- How to setup a new client
Who Should Attend
Certified Public Accountants, Enrolled Agents, and Attorneys who practice in the area of tax resolution or want to add it to their practice
Why Should You Attend
Every day, taxpayers get into trouble with the Internal Revenue Service. There are many reasons this happens. Some are outside the control of the taxpayer. Most are not.
If you don’t offer Tax Resolution services, you won’t be able to help your clients when they get into trouble. You might be looked at as incompetent when your client is in what it probably the worst financial trouble they’ve ever been in. since you cannot help them, you will probably lose the client. There also could be a trickle-down effect because they could tell other clients you don’t have the expertise to help them.
If you do offer tax Resolution services you need to attend this course to ensure you are current with the topics offered. The rules and strategies are constantly changing. Just as in the rest of your practice you need to be current. You need to be on the cutting edge in order to help your clients, and maintain your client list. You cannot afford not to offer these services in the current climate. The IRS is becoming more aggressive every day in collecting the unpaid taxes and auditing returns. You need to be one step ahead of them.
TITLE: Basics of Tax Resolution - Part 2
COURSE SUMMARY :
LIVE DATE: Friday, April 25, 2025| TIME: 01:00 PM EST |DURATION :120 Minutes
You will obtain a basic foundation of the various topics that you will need to know to represent clients that are in trouble with the IRS. This includes:
- IRS Audits-the various types of audits and how to represent your clients and get a good result
- Penalties-every year the IRS issues millions of penalties. Many of them are wrong Learn how to recognize the incorrect ones and how to get them abated
- Statutes of Limitations-the IRS has various dates to assess taxes, issue refunds, charge penalties and initiate an audit. Learn them and how to make them work for your clients
- Currently non Collectible status-the IRS will allow a taxpayer to stop making payments and leave them alone if they cannot afford to pay. Learn how to get this done for your clients
- Other topics include payroll tax issues, trust fund recovery penalties, innocent Spouse and injured spouse
Areas Covered
- The topics covered in this course include:
- IRS audits
- Payroll tax issues
- Penalties and abatements
- Statute of Limitations
- Trust fund recovery penalties
- Innocent spouse
- Injured spouse
- Currently non collectible
Who Should Attend
Certified Public Accountants, Enrolled Agents, and Attorneys that practice in the area of tax resolution or want to add it to their practice.
Why Should You Attend
Every day, taxpayers get into trouble with the Internal Revenue Service. There are many reasons this happens. Some are outside the control of the taxpayer. Most are not.
f you don’t offer Tax Resolution services, you won’t be able to help your clients when they get into trouble. You might be looked at as incompetent when your client is in what it probably the worst financial trouble they’ve ever been in. since you cannot help them, you will probably lose the client. There also could be a trickle-down effect because they could tell other clients you don’t have the expertise to help them.
If you do offer tax Resolution services you need to attend this course to ensure you are current with the topics offered. The rules and strategies are constantly changing. Just as in the rest of your practice you need to be current. You need to be on the cutting edge in order to help your clients and maintain your client list. You cannot afford not to offer these services in the current climate. The IRS is becoming more aggressive every day in collecting the unpaid taxes and auditing returns. You need to be one step ahead of them.
Charles K. Montecino, CPA, CTRS
Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has significant experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers
He is also known as “The Tax Problem Solver” because he solves tax problems!
He works with taxpayers that for various reasons find themselves at odds with the Internal Revenue Service. He regularly works with those that have unfiled returns, unpaid balances, payroll tax issues, innocent and injured spouse issues and those under audit.
He
has spent his 40 plus years career in public accounting, and over 35 of
them running his own firm. He has been a tax resolution specialist for
over 25 years. He is a licensed CPA in New Jersey and is also a CGMA,
Chartered Global Management Accountant. He serves on the Cooperation
with IRS Committee and the Cannabis Special Interest Group with the New
Jersey Society of CPAs. He is a member of the American Institute of
CPAs, New Jersey Society of CPAs, and The American Society of Tax
Problem Solvers.
He earned his accounting
degree from Rutgers University. When he is not working, he enjoys
watching the Philadelphia Phillies, Philadelphia Eagles and the Rutgers
University football team. He also enjoys golfing, fishing, traveling,
reading and spending time with his wife, children and grandchildren.
This comprehensive webinar series course is designed to equip professionals with the essential skills needed to assist individuals and businesses in resolving disputes related to unpaid taxes with the IRS or state tax authorities. Participants will learn how to navigate tax liabilities, negotiate effectively with tax agencies, set up payment arrangements, and explore potential reductions of owed amounts, particularly during audits or when facing penalties.
Key topics include IRS collection options, marketing strategies for engaging with taxpayers, best practices for client setup, and insights into liens, levies, and non-filing issues.
Who Should Attend
This course is tailored for Certified Public Accountants, Enrolled Agents, and Attorneys interested in broadening their expertise in tax resolution.
Importance of Attendance:
With the complexities of IRS interactions increasing, this training is crucial for maintaining your effectiveness and credibility in assisting clients during times of financial difficulty. Understanding up-to-date tax resolution strategies is vital for sustaining valuable client relationships.
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$300.00
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