All courses in this Pack are presented by Mary Jane Hourani.
The major topics that will be covered in this course include:
Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821)
CPE: 2
Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system.
Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise
CPE: 2
Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms.
Course 3: Navigating IRS Collections: The Collection Process
CPE: 2
Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection.
Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters
CPE: 2
Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation.