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Representation 101

Attendees will be introduced to representing a client with federal tax liabilities. We will address properly filling out of Form 2848, how to read the main types of IRS transcripts and discuss the term assessed balance. The course will also cover the difference between the collection statute expiration date (CSED) and the assessment expiration date as well as lien vs. levy. We will end with a discussion about the new client interview and compliance issues.

Objectives

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

• Produce a 2848 and 8821
• Summarize various IRS compliance and collection resolutions available to them
• Explain the assessment process and notice process
• Compare a lien and a levy

Details

Marc J. Dombrowski, EA

Instructor:

Level:

Overview

Prerequisites:

None

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.