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$100,000 Challenge
To push every loyal member of Tax Rep LLC to the next level, a monthly program is starting in January. EVERY MONTH, Members will be given a monthly marketing plan throughout the year following the same marketing plan that Jeff Sklarz and I used to build a multi-million dollar practice. This monthly package will include: blog entries and topics, white-label PowerPoint presentations for you to use, form letters for you to send to potential clients, a whole lot more!
2018 is the year we want all of our Tax Rep Members to add $100,000 to their practice’s bottom line, and we’ll show exactly how. Keep checking back here for updates!
Introduction / Getting Started
Blog Topics:
- How IRS Collection Works
- IRS Collection Notices: What do they mean?
- What to do with the IRS Final Notice
- Tax Compliance – the key to resolving your tax debt
Reasonable Collection Potential Bootcamp
Link to IRS Collection Standards:
Blog Topics:
- The 10-Year Collection Statute – Why is it so important?
- Tax Transcripts – Why they matter?
- Options for Resolution – Uncollectible, Installment Agreements, and Offer-in-Compromise
- What is uncollectible status? How to obtain it?
Recent IRS Collection Update
Blog Topics:
- Why do taxpayers end up in the collection division inventory?
- New Collection Standards for 2018 have been released. Why is now the best time to file that Offer-in-Compromise?
- IRS Installment Agreements: Which one is right for you?
- The Offer-in-Compromise Process
- 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
- 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
- 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:
- The Various Types of Offers-in-Compromise
- Offers-in-Compromise: How the RCP Formula Actually Works
- Offers-in-Compromise and Tax Compliance: What You Need to Know
- 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:
- What is “Innocent Spouse Relief?”
- A Primer of the Three Forms of Innocent Spouse Relief and When to Request Each
- The Role of Economic Hardship in Innocent Spouse Relief
- 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.