Available courses

This course offers professionals who prepare or are looking to prepare Offers in Compromise on behalf of their clients.  Unlike our introductory courses, this course delves into the intricacies that make the difference between an offer being accepted or rejected.  It also covers the appeal process should an offer be rejected having navigated the regular channels

This course also discuss the IRS appeal process in general.

In the course you will learn:

  • How to plan for an Offer in Compromise
  • How to value assets listed in the offer
  • What to do when complex issues arise relating to an offer
  • How to appeal an offer (including with whom you should speak)
  • And much more

Attend this course and receive 2 hours of entertaining invaluable information and gain more knowledge than even you thought possible in a mere 2 hours; and earn CPE/MCLE credit while doing so!

 

Learning Objectives

  • Detailed instruction relating to Offers in Compromise
  • OIC planning
  • OIC appeals

*CPE credit is available in all 50 States.  MCLE credit is available in California, New York, Kansas and State having reciprocity with California.

**This course covers much of the same material covered in Tax Resolution Essentials 200A.  If you have already taken 200A, you may want to forego this course for another course.


This course offers professionals who prepare or are looking to prepare Offers in Compromise on behalf of their clients. Unlike our introductory courses, this course delves into the intricacies that make the difference between an offer being accepted or rejected. In the course you will learn: How to plan for an Offer in Compromise How to value assets listed in the offer What to do when complex issues arise relating to an offer How to appeal an offer (including with whom you should speak) Attend this course and receive 2 hours of entertaining invaluable information and gain more knowledge than even you thought possible in a mere 2 hours; and earn CPE/MCLE credit while doing so! Learning Objectives Detailed instruction relating to Offers in Compromise OIC planning OIC appeals

Description

This course offers professionals who want to submit top notch Installment Agreements on behalf of their clients the means to do so.  Unlike our introductory courses, this course delves into the intricacies that make the difference in receiving a favorable result.

Attend this course and receive 2 hours of entertaining invaluable information and gain more knowledge than even you thought possible in a mere 2 hours; and earn CPE/MCLE credit while doing so!

Learning Objectives

  • Streamlined Installment Agreements
  • Standard Installment Agreements
  • Partial-Pay Installment Agreements
  • Stay clear of the pitfalls that put your client’s agreement in jeapordy

CPE credit is available in all 50 States.  *MCLE credit available in California, New York, Kansas and State having reciprocity with California.
**This course covers much of the same material covered in Tax Resolution Essentials 200A. If you have already taken 200A, you may want to forego this course for another course.


This course offers professionals who want to learn the process of filing an appeal of an offer in compromise or any other IRS decision.  Unlike our introductory courses, this course delves into the intricacies that make the difference in receiving a favorable result.

Attend this course and receive 1.5 hours of entertaining invaluable information and gain more knowledge than even you thought possible in a mere 1.5 hours; and earn CPE/MCLE credit while doing so!

  • How to appeal an offer (including with whom you should speak)
  • How to file an IRS appeal
  • Which form to file and why
  • How to leverage a tax court petition to your advantage.
  • How do you get a 2nd bite at the apple even though you are not a tax attorney or admitted to practice in front of the tax court?

CPE credit is available in all 50 States.  *MCLE credit available in California, New York, Kansas and State having reciprocity with California.
**This course covers much of the same material covered in Tax Resolution Essentials 200A. If you have already taken 200A, you may want to forego this course for another course.



In this course you will learn the ‘science’ associated with an income tax audit including the following:

How do you determine which documents you will and will not provide the Revenue Agent?
How many IDRs (Information Document Requests) are too many?
When do you finally tell the Revenue Agent “NO MORE!”
How do you identify the signs indicating that you should cut off the audit regardless of what stage it’s at?
What to do when you receive a 30-day letter and you disagree with the Revenue Agent’s findings?
What about a 90-day letter. When do you petition the tax court and why?
How to leverage a tax court petition to your advantage.
How do you get a 2nd bite at the apple even though you are not a tax attorney or admitted to practice in front of the tax court?

If you represent your clients in tax audits you don’t want to miss this course!



This course ties in with The Ultimate Professional's System - Marketing segment.  You can use these lessons and quizzes to ensure your comprehension of the material.

This course ties in with The Ultimate Professional's System - Sales segment.  You can use these lessons and quizzes to ensure your comprehension of the material.

This course ties in with The Ultimate Professional's System - Resolution segment. You can use these lessons and quizzes to ensure your comprehension of the material.