IRS Representation Essentials: Preventing Tax Mistakes and Enforcement

From: $99.00

Date: February 6 , 2025  

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 60 Minutes

Are you ready to represent clients facing IRS enforcement during tax season? Tax issues can quickly spiral into significant financial burdens if not addressed properly, particularly when mistakes trigger IRS actions.

In this Course, we’ll explore common tax season errors that lead to IRS enforcement, such as missed payments, unfiled returns, and improper documentation. Our expert speaker, Marc J. Dombrowski, EA, brings years of experience in IRS collections and settlements to provide you with practical strategies for handling these challenges effectively. Tax professionals often deal with complex cases involving missing income, incorrect filings, or outdated financial data. We will examine key best practices, including client interview techniques, financial assessments, and common resolution strategies to help you avoid costly missteps.

Major Topics:

  • Effective Client Interview Techniques
  • Income Tracking and Monitoring
  • Compliance and Financial Assessment Strategies
  • Identifying IRS Enforcement Triggers

Learning Objective

  • Understand the IRS collection process and enforcement triggers.
  • Learn client interview strategies for identifying tax issues.
  • Explore methods for ensuring accurate tax filings.
  • Assess financial conditions for effective tax resolution.
  • Discover how to prevent IRS enforcement actions and penalties.

Credits and Other information:

  • Recommended CPE credit – 1.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • Attendance Requirement:  Yes
  • Session Duration: 60 minutes

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners

By the end of this course, you’ll have the tools and knowledge to identify and prevent errors that could lead to IRS enforcement actions. Our goal is to arm you with strategies that minimize risk and safeguard your clients’ financial health, no matter how complex their tax situation may be.

About Our Speaker

Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments.  He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states. He received the NAEA President’s Award for his contributions to the practitioner community.