S16-IRS Collection Correspondence: Action & Reaction

Thursday, June 27 | 10:10 am - 11:50 am
Track: Representation
     2 hours Federal Tax Law (EA, CRTP, OTRP)
     2 hours Taxes/Tax Planning (CPA, CFP)
     1.75 hours Taxation Law (Attorney – CA Bar MCLE)
     2 hours (CSEA/NAEA)
Speaker: Marc Dombrowski, EA

Description: This dynamic session will show the attendees a series of basic IRS letters in a whole new light. We start with the fundamental collection letter- the CP14 Assessment and roll through each ascending Collection letter. Follow the Collection Process through the letters the IRS sends and what to get from each letter and how to react. The attendees can ask questions about several basic and advanced IRS correspondence scenarios. How many attendees have seen an actual IRS Levy, levy release and CDP Hearing Appointment Letter (and how to react)?

Learning Objectives
1. View and ask questions on various IRS Collection Letters
2. Identify the flow of IRS Collection Letters throughout a Rep case
3. Understand how each letter fits and why the IRS sent those letters during a case
4. Know how to respond to various IRS collections letters, including Levies and Appeals
5. Take away an understanding of the letters which the attendees will refer to later

Learning Level: Introductory

Prerequisites: None

Advanced Preparation: None