Members Only: $100,000 Challenge

Reasonable Collection Potential Bootcamp

Link to IRS Collection Standards:

Click here to view the current IRS Collection Standards.

Blog Topics:

1. The 10-Year Collection Statute – Why is it so important?
2. Tax Transcripts – Why they matter?
3. Options for Resolution – Uncollectible, Installment Agreements, and Offer-in-Compromise
4. What is uncollectible status? How to obtain it?

Recent IRS Collection Update

Blog Topics:

1. Why do taxpayers end up in the collection division inventory?
2. New Collection Standards for 2018 have been released. Why is now the best time to file that Offer-in-Compromise?
3. IRS Installment Agreements: Which one is right for you?
4. The Offer-in-Compromise Process

1. The release of the 2017 Data Book, which once again shows another increase in the number of accounts in IRS Collection. You can check out the new Data Book here: https://www.irs.gov/statistics/soi-tax-stats-irs-data-book
2. The release of the new IRS Collection standards, which can be found here: https://www.irs.gov/businesses/small-businesses-self-employed/collection-financial-standards
3. The release of the new IRS Offer-in-Compromise form, which can be found here: https://www.irs.gov/pub/irs-pdf/f656b.pdf

FOIA Requests

The Freedom of Information Act (FOIA) allows us to access critical information to help us with appeals, collection cases, and all-around cases with the IRS. On Friday, May 25th, Eric will guide you through the FOIA request process, including how and when to file a FOIA request. And when you receive the information, what should you do with it. Included in the program are handouts and forms your office can use for exactly this.

Eric will also be discussing the next round of blogging and video topics for your marketing initiatives.

Blog Topics:

1. The Various Types of Offers-in-Compromise
2. Offers-in-Compromise: How the RCP Formula Actually Works
3. Offers-in-Compromise and Tax Compliance: What You Need to Know
4. Offers-in-Compromise: Lump Sum vs Deferred, and When to Pick One Over the Other

Innocent & Injured Spouse Relief

This program will cover the various forms of Innocent spouse relief and how members should build and documents their client’s case to seek relief from a joint liability. We will also cover strategies for utilizing hardship for relief and how to seek to have the joint returns filed rejected. Finally, we will discuss injured spouse relief, what it is and how to use it to help clients.

Eric will also be discussing the next round of blogging and video topics for your marketing initiatives.

Blog Topics:

1. What is “Innocent Spouse Relief?”
2. A Primer of the Three Forms of Innocent Spouse Relief and When to Request Each
3. The Role of Economic Hardship in Innocent Spouse Relief
4. What is an “Injured Spouse?”

Complete Marketing Update

Join us for the next installment of the $100,000 Challenge! HOWEVER, this program will bring back all the of checklists, white papers, and marketing tips and tricks – updated and fresh! Be sure to join us to go over everything together.

Eric will also be discussing the next round of blogging and video topics for your marketing initiatives.

All of the handouts below are in “editable” document formats, for your convenience.

Resolving Payroll Taxes

All of the handouts below are in “editable” document formats, for your convenience.