Statistics show that each year, millions of individual taxpayers file a tax return with an unpaid balance due, adding to the already 26 million taxpayers who already owe the IRS. Unfortunately, some are our clients who fall on hard times and cannot fully pay their tax obligations. Fortunately, there are options when they cannot full pay their liability.

In this course, join Jim Buttonow as he explores all of the IRS alternatives when your client cannot fully pay their liability, the IRS collection alternatives. This course will examine the rules and requirements for installment agreements, extensions to pay, and the financial hardship agreements. We also give you the fundamental knowledge to answer your client’s question on whether they can “settle their tax bill’ for less than the amount owed (i.e. the IRS offer in compromise qualification rules). At the end of the course, you will have the basic knowledge to identify what alternative is best and be able to execute that alternative in the most efficient and effective manner for your client.

Topics Covered

  • Current trends in taxpayers who owe and cannot pay the IRS- including taxpayers who are facing collection enforcement
  • IRS collection enforcement options, including liens, levies, and passport restrictions
  • The simple and complex IRS collection alternatives, and the most common alternatives selected by taxpayers
  • The terms, conditions, and how to obtain the simple IRS collection alternatives: the extension to pay, the new simple installment agreement, and the seldom used, but helpful, full pay non-streamlined installment agreement
  • The terms, conditions, and how to obtain the complex IRS collection alternatives: the ability to pay installment agreement, currently not collectible status, and the offer in compromise
  • The types of offers in compromise options and how to determine if a taxpayer qualifies and can pay an offer in compromise settlement
  • Tips and best practices in dealing with the IRS to obtain a collection alternative

What You'll Gain From This Essential Webinar:

  • Identify trends in IRS collection and collection enforcement
  • Recognize how to help your client avoid enforced IRS collection (liens, levies, and passport restrictions)
  • Recognize how to explain IRS collection alternatives
  • Determine which alternative is best
  • Recognize and apply the rules for the various types of IRS installment agreements, currently not collectible status, and extensions to full pay
  • Identify when an offer in compromise a viable alternative for your client
  • Advise your client which IRS collection alternative is best for their situation

Who Will Benefit?

Tax professionals and tax firm leaders who need to help their clients evaluate, select, and execute IRS collection alternatives when they cannot full pay their balances owed to the IRS.

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

1. How can I register for this webinar/course?

Enroll now on Pioneer Educator. Explore a variety of webinars presented by industry experts. Choose either ‘live webinar’ or ‘on-demand’, and simply click ‘buy now’ to register

2. Is it possible to register someone else for this course? If so, how can I do that?

You can recommend Pioneer Educator to your friends and colleagues. Expand your professional network by getting them enrolled at pioneereducator.com today!

3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

7. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

8. How can I view /access the courses that I have registered for?

Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.pioneereducator.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@pioneereducator.com or connect with us through the online chatroom.



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