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IRS Financial Analysis

This course introduces tax professionals to IRS financial analysis. This is completed by using verified financial information to determine the actual options available to their taxpayer clients. This is one of the most important steps in the tax representation process.

Objectives

Upon completion of the session, the learner will be able to:

• Describe IRS collection standards
• Identify what information/documentation is needed to complete a financial analysis
• Determine what the IRS will allow in settling a tax balance

Details

Tyrone J. Taylor, EA

Instructor:

Level:

Intermediate

Prerequisites:

Basic knowledge of federal taxation

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

0

CFP®

No

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.