TOPIC: Aggressive Strategies for Clients With Assets and Income
The purpose of this course is to show the experienced representative several techniques or planning strategies that help certain taxpayers qualify for a lower Offer in Compromise (OIC), Installment Agreement (IA), and/or Currently Not Collectible (CNC) status.
After this course, you should have an understanding of how proper planning can make a significant difference in the amount eventually paid to the IRS, and the current financial well being of your client.
- Identify clients that would qualify for some or all of these planning strategies.
- Understand the Collection Information Statement (CIS).
- Determine methods of dealing with vulnerable assets.
- Learn approaches for reducing income.
- Maximize allowable expenses.
Our Featured Speaker:
Salvatore P. Candela, EA has been preparing taxes since 1986, passed the EA exam in 1997, became an Enrolled Agent in 1998, and a Fellow of NTPI (National Tax Practice Institute) in 2000, and has been a featured speaker around the country. He is the owner and founder of The TaxAdvocate Group, LLC, which is focused on tax problem resolution and has offices in New York (Queens & Wall Street). His firm aggressively represents taxpayers before all administrative levels of the IRS, and is committed to helping taxpayers resolve their IRS problems - Once and For ALL! He has almost twenty years' experience in IRS collection proceedings, IRS audits and administrative appeals, and the use of bankruptcy to resolve IRS controversies. He is a member of the National Association of Enrolled Agents (NAEA), the New York State Society of Enrolled Agents (NYSSEA), the National Society of Accountants (NSA), and the National Association of Tax Professionals (NATP). He is co-author of the bestselling book "Breaking the Tax Code" and was quoted in a USA Today article about America's Leading Tax Professionals. He has provided tax expertise as a panelist on Tax Talk Today, and is an instructor at NTPI.
CE Credits: 2 IRS CE or 2 CFP® CE or 2 CPA CPE
Please Note Our New Location:
APA Hotel Woodbridge
120 Wood Avenue South
Islein, NJ 08830
Jenny Breedy, Secretary
New Jersey Society of Enrolled Agents
(732) 448-0753
secretary@njsea.org