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23WX-4008: IRS Revenue Officers, Field Collection, and Best Practices (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, April 17, 2024
1:00pm - 2:00pm Central Time
1 CPE (1 technical)

You've probably been there. You have a client in your office with excess baggage. That's right, they're in field collection with a Revenue Officer. Now what are you going to do? How are you going to get where you want to be? This program will provide an overview of field collection, how to effectively work with Revenue Officers, general case processing, and important IRM deadlines. This will include taking a deep dive into the "RO Mindset" along with structuring your casework to flow with IRS case processing actions so you can get to the outcome you want. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Handling field collection personnel (Revenue Officers and their managers)
  • Using the IRM and collection timeframes to leverage resolutions
  • Field collection case processing
  • Working around the Revenue Officer mentality

Learning objective(s)

  • Identify effective case strategies in field collection
  • Use the IRM to navigate potential pitfalls
  • Analyze internal processing deadlines
  • Distinguish different personality types at the IRS

Who should take this program?

CPAs, EAs, attorneys, and anyone interested in learning more about IRS representation and tax problem solving

Fees

Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $55.00
checkmark Standard Nonmember Fee $55.00

More program information

Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (1.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. Familiarity with IRS case processing actions
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.