TOPIC: IRS Correspondence - Action and Reaction
Seminar Description: Attendees will be shown actual Collections, Audit and Appeal letters, redacted for demonstration. The letters will be reviewed in detail so that attendees can learn how the IRS internal abbreviations are hidden within each correspondence. Most importantly, attendees will learn how to respond to all letters presented. A case will be presented from assessment of tax through collection action/levy notices.
Learning Objectives:
-
Learn IRS abbreviations on common collection letters
-
Discuss the sequence and process of collection letters
-
Discuss how each collection letter fits into the client's case
-
Learn which letters are used by different units within the IRS
-
Follow a set of collection letters from assessment to levy or to installment agreement and Appeals.
OUR FEATURED SPEAKER
Marc J. Dombrowski, EA Tax Help Associates of NY, Inc
Marc J. Dombrowski, EA, specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments. He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states.
Marc is a former contributor to CNBC, the NAEA's EA Journal and the Wall Street Journal. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute. In addition to several Chapter EA speaking engagements, he has spoken for the NYS Society of EA's, Florida EA Society, Missouri Society, NJ Society, Tennessee, Washington, Arizona, Michigan, Georgia, Louisiana, Utah EA Society and the Ohio EA Society's Annual Convention(s). He has collaborated with Tax Practice Pro to provide weekly Collections Webinars that qualify for Continuing Education on IRS and State Collection Topics.
Through his extensive national experience solving a variety of business & personal tax and debt problems, Marc has gained experience in resolutions to fit any situation. "There is no problem, big or small, that cannot be resolved; there is always a light at the end of the tunnel, just take the time to talk to me about it."
Marc is a graduate Fellow of the National Tax Practice Institute and a member of the National Association of Enrolled Agents. Many of his national fellow practitioners call on him for his knowledge and request that he speak at various Chapter meetings across the country.
CE Credits: 3 IRS CE or 3 CFP® CE or 3 CPA CPE
Jo-Ann Weiner, Secretary
New Jersey Society of Enrolled Agents
(609) 744-9389
secretary@njsea.org