Taxpayer defense institute
A National Association of Tax Professionals
In Defense of Taxpayers’ Rights
Negotiate Successful Installment Agreements for your Client
2 Credit Webinar
Wednesday July 9th
1 pm- 3 pm ET
(start 12 pm CT/ 11 am MT/ 10 am PT)
Hosted By Pilla Tax Academy
Speaker Daniel J Pilla
IRS Installment Agreements
Understand and utilize IRS installment agreements effectively.
Don’t let tax debt threaten your clients’ business and personal lives.
Empower yourself with the knowledge to navigate this critical tax relief option,
making your services more valuable.
Protect your clients rights!
2 credit webinar $189.00
CALL US TO REGISTER
1 800 553-6458
Negotiate Successful Installment Agreements
Every year, approximately 3 million taxpayers end up owing money to the IRS they cannot pay in a lump sum. They face potential wage levies, bank levies, property seizures and tax liens; and of course, penalties and interest. Many of these clients just need a little time to get control of the problem. The installment agreement is an important part of an overall strategy to manage delinquent tax debts, avoid enforcement action, and resolve tax delinquencies once and for all.
This 2-hour (100 minute) course covers:
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- Understanding how an installment agreement can be used to avoid enforced collection
- What are criteria for obtaining and maintaining an installment agreement (IA)
- How to apply for an IA
- The IA’s impact on the collection statute of limitations
- What are the various types of IAs that are available
- What is a Partial Pay IA and how does it work
- What is a “Guaranteed IA” and how does it work
- How to avoid defaulting an existing IA
- Using creative ideas to take full advantage of an IA strategy
- The difference between a regular IA and a Streamlined IA
- Understanding and using the 1-Year and 6-Year rules
- Understanding the managing the IRS’s National Standards, Local Standards, Transportation Standards, and Health Care Standards
- Q&A session
Key topics covered in this course: · Analysis of the various types of IAs and when they are best used · The step-by-step process for applying for an IA, including discussion of the applicable forms and supporting documents · Full analysis of the impact of IAs on the collection statute of limitations · Specific strategies for negotiating IA terms, including the 1-year rule, the 6-year rule, and confronting the IRS’s fixed standards for personal living expenses · The importance of getting – and keeping – your client in compliance going forward · How to appeal an IA denial or termination · The importance of using Collection Due Process appeal rights · Identification and analysis of key portions of the Internal Revenue Manual covering IAs
Webinar time: 2 hours (100 minutes)
Course notes: 1 PDF (Emailed the day before the webinar with participation links)
Continuing Education: 2 Credit (requires submission of polling questions)
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SELF STUDY COURSE AVAILABLE AFTER LIVE WEBINAR
$189 2 credit course
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What We Have So You’re Always on Top
We are an Approved Continuing Education Provider through the IRS with our conferences also approved by the Minnesota Board of Legal education. Our certificates of completion are accepted by organizations for Attorney’s, CPAs, and Enrolled Agents.
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Since 1993, Daniel J. Pilla has presented the nation’s leading conference for tax professionals in the tax resolution industry. To serve your clients in the best possible way, you need to know how to protect and defend your clients. That’s where the Taxpayers Defense Conference comes in.
Webinars: Unless you contact us otherwise, if you miss your webinar we will register you for the corresponding self study course and notify you when it is available.
Other options include transfering registration to another webinar, self study, or towards the annual Taxpayers Defense Conference. Contact us for assistance.
