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Navigating IRS Installment Agreement Options

NAVIGATING IRS INSTALLMENT AGREEMENT OPTIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 27, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

There are many different types of Installment Agreements offered by the IRS and it can be difficult to figure out which one(s) your client qualifies for, or what the best option may be. This course will review the various types of IRS Installment Agreements as well as the steps necessary to establish and maintain the Installment Agreement with Automated Collection Systems (ACS). Including Streamline Installment Agreements, Non-Streamline Installment Agreements, and Partial Pay Installment Agreements. Additionally, you will be shown the role software can play in evaluating and calculating Installment Agreement options. 

Learning Objectives:


  • Outline the taxpayer requirements to establish and maintain an Installment Agreement

  • Determine the differences between Streamline, Non-Streamline, and Partial Pay Installment Agreements

  • Evaluate how to calculate and evaluate the Installment Agreement options to pick the one that is best for the taxpayer

  • Summarize the Review of Best Practices in establishing Installment Agreements with Automated Collections System (ACS)

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Taxmentor

Catharine is a skilled attorney with diverse experiences in managing client relationships and employees. Since 2012, she has successfully helped clients and employees navigate the complex and bureaucratic rules of the Internal Revenue Service.

About Our Presenter

Taxmentor
From the makers of Tax Help Software comes the next GAMECHANGER for the Tax Industry. Created by tax pros for tax pros, Tax Mentor is your go-to resource for practical and principled tax resolution training.

So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.